Areas of Expertise * Customer Interactions * Client Onboarding * Report Development * Market Research * Client Document Compliance * Transaction Expertise * International Referrals * Renewal Process Protocols * Fluent: English, Spanish EXPERIENCE HIGHLIGHTS BANKERS LIFE, Tucson, AZ, April 2017 - Present Insurance Agent Coordinate with client base in understanding life insurance offerings and best product purchasing based on customer needs. Cultivate prospective customers through various techniques and provide knowledge about insurance products.

Highlights:

• Management
• Market Research
• Referrals
• Research
• Wealth Management
• Wire Transfers
• Compliance
• English Language
• Insurance
• spanish
• Client Onboarding
• Microsoft Office
• Data Research