Job Summary
Build lasting client relationships by understanding individual insurance needs and recommending suitable coverage. This sales-focused role combines client education, lead generation, and tailored policy solutions to help clients make informed decisions and achieve their insurance goals.
Responsibilities
- Engage with clients to understand their needs, priorities, and insurance requirements.
- Recommend insurance products and coverage options suited to each client’s circumstances.
- Explain policy choices clearly so clients can compare options and make informed decisions.
- Develop and maintain strong, trusted relationships with clients.
- Generate prospective business through networking, referrals, and relationship-building.
- Guide clients through the sales process and work toward closing insurance sales.
Qualifications
- Must hold an insurance license or be willing to obtain one.
- Strong communication and interpersonal abilities, including the capacity to explain insurance options clearly.
- A self-motivated, results-driven approach to sales and client service.
- Ability to build rapport, maintain relationships, and develop business through referrals and networking.
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.
