Job Summary
The role involves assessing client requirements to propose customized insurance solutions while fostering robust relationships through effective lead generation and networking. Educating clients on various policy options and diligently following up with prospects to finalize sales is also a key aspect of this position.
Responsibilities
- Identify and analyze client needs for tailored insurance offerings.
- Build and maintain strong relationships through networking and lead generation.
- Provide education to clients regarding different policy alternatives.
- Conduct follow-ups with prospects to successfully close sales.
Qualifications
- Possession of or willingness to obtain an insurance license.
- Demonstrated strong communication and interpersonal abilities.
- Self-motivated with a results-oriented mindset.
- Basic proficiency in computer use for Customer Relationship Management (CRM).
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.
