Description
• Sold primarily clients on defensive financial planning (LTC, Disability, Term - Whole Life and Annuity Programs). • Schedule regular follow-ups with active clients and offering new products. • Built an active database of over 100 regular life insurance clients. • Assisted in developing marketing material for group presentations. • Initiated an aggressive campaign of cold calling, actively pursuing referrals and participating in networking events. • Attend monthly client builders (review stats, lives, premium and managing obstacles) • Provide sound financial, insurance and wealth-management services to protect client assets and grow the net worth of their respective portfolios. • Participated in joint work with senior sales executives. • Maintain a 2-15 license for Life, Health, and Annuities
Accomplishments
Highlights:
Keywords
