Job Summary
The role involves understanding client requirements to propose customized insurance solutions while actively generating leads through networking and referrals. The position emphasizes the importance of building robust client relationships and providing education to potential customers about various policies, culminating in successful sales closures.
Responsibilities
- Assess client needs to deliver personalized insurance recommendations.
- Seek out new leads through networking and referrals.
- Develop and sustain strong relationships with clients.
- Educate prospective clients on insurance policies.
- Facilitate the closing of sales.
Qualifications
- Must currently hold or be willing to obtain an insurance license.
- Excellent communication skills are essential.
- Must demonstrate a self-motivated and results-oriented approach.
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.
