Job Summary
This role involves assessing client requirements to suggest customized insurance solutions and establishing robust client relationships. The candidate will also be responsible for generating leads through networking and referrals, alongside educating clients about the different policies and coverage options available.
Responsibilities
- Analyze client needs to recommend personalized insurance products.
- Build and maintain strong relationships with clients.
- Generate new leads via networking and referrals.
- Educate clients on various insurance policies and coverage details.
Qualifications
- Must possess an insurance license or be open to obtaining one with company support.
- Demonstrate strong communication abilities.
- Exhibit a self-driven attitude and motivation.
- Possess basic computer skills.
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.
