Job Summary
This role focuses on recognizing the needs of clients to recommend customized insurance solutions and to foster robust relationships with them. The selected candidate will be responsible for generating leads via networking and referrals while assisting clients in understanding their policy choices to successfully finalize sales.
Responsibilities
- Identify and assess client needs to provide suitable insurance recommendations.
- Build and maintain strong relationships with clients.
- Generate new business leads through effective networking and referrals.
- Educate clients about various policy options to facilitate informed decision-making.
- Close sales by guiding clients through the purchase process.
Qualifications
- Candidates must hold or be willing to obtain an official insurance license.
- Excellent communication and interpersonal skills are essential.
- A self-motivated and results-oriented attitude is required.
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.
