Job Summary
The role focuses on understanding client requirements and proposing tailored insurance solutions while fostering enduring client relationships. The position entails lead generation through effective networking and delivering continuous customer service alongside education in financial protection strategies.
Responsibilities
- Assess client needs to recommend appropriate insurance products.
- Develop and nurture long-term relationships with clients.
- Generate leads by leveraging networking opportunities.
- Provide ongoing customer service and support to clients.
- Educate clients on various financial protection strategies.
Qualifications
- Strong motivation and willingness to learn and adapt.
- Excellent communication skills to interact effectively with clients.
- Ability to work independently and manage one’s schedule.
- Possession of a valid insurance license or a commitment to obtain one.
GIA Legacy Planning provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.
