Job Summary
This position is focused on understanding client requirements and providing tailored insurance solutions. The role involves fostering robust client relationships while actively seeking and pursuing new leads in the insurance market.
Responsibilities
- Evaluate client needs and suggest appropriate insurance options.
- Develop and nurture long-term client relationships.
- Generate leads and engage in follow-up communications.
- Educate clients regarding their coverage choices and insurance products.
- Close sales effectively to meet targets.
- Remain updated on industry trends and available products.
Qualifications
- Possession of a valid insurance license, or willingness to obtain one.
- Exceptional verbal and written communication skills.
- Strong interpersonal skills to engage with clients effectively.
- Self-motivated with a disciplined approach to work.
- Proficient time management abilities.
- Capability to work independently without close supervision.
- Basic computer proficiency to manage CRM systems and client records.
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.
