Job Summary
The agent plays a crucial role in understanding the needs of clients to suggest personalized insurance solutions while fostering new business opportunities through networking and utilizing company resources. Maintaining robust client relationships and informing potential clients about policy alternatives is also part of their responsibilities.
Responsibilities
- Identify client needs to provide customized insurance recommendations.
- Generate leads through professional networking and leverage company resources.
- Build and sustain strong relationships with clients.
- Educate prospects on the various insurance policy options available.
Qualifications
- Candidates must possess or be willing to acquire an insurance license.
- Strong communication and interpersonal skills are essential.
- The role requires a self-motivated individual capable of working independently.
- Access to and proficiency with personal technical equipment is necessary.
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.
