Are you a motivated people person looking for the chance to break into a new industry? If the answer is “yes”, we are looking for you! Jump-start your career by joining our growing team as an Entry-Level Insurance Agent. Candidates with strong interpersonal communication skills will hit the ground running to facilitate insurance sales among new and prospective clients. Job seekers must have strong organizational skills, attention to detail, and an enthusiastic approach to customer service. If you're interested in an exciting opportunity to become a top-notch insurance sales representative please apply today!
Responsibilities
* Meet with clients to assess their financial needs, goals, and current financial situation.
* Develop personalized financial strategies, including insurance investment and retirement planning.
* Offer ongoing advice and adjustments to ensure clients are on track to meet their financial objectives.
* Recommend the most suitable products that align with each client's risk tolerance and financial goals.
* Build and maintain strong, long-term relationships with clients through regular communication and check-ins.
* Work within a team to achieve collective goals, sharing insights and strategies.
* Follow up with potential clients to close sales and onboard new clients.
Qualifications
* Strong analytical, communication, and interpersonal skills required; customer service experience is a plus.
* Candidates must have or be willing to get an insurance license.
* Willingness to learn about the insurance industry, insurance programs, and state and federal regulations that may impact policyholders.
* High school diploma required; bachelor’s degree a plus.
* Fundamental computer skills such as experience with Microsoft Office.
Compensation
$50,000 - $150,000 at plan yearly
About GFI - Gilroy
GFI is a premier financial services firm dedicated to delivering exceptional financial solutions tailored to clients’ needs. We are guided by our core values of faith, family, finance, fitness, and fun. Our expertise spans wealth management, tax-free retirement strategies, indexed investment solutions, and comprehensive insurance services. Our team of committed professionals is passionate about empowering clients to reach their financial aspirations. At GFI, we believe that a solid financial foundation is essential for achieving long-term success and peace of mind. We strive to build lasting relationships with clients, ensuring that they receive personalized guidance and support throughout their financial journey.
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