PrimericaFinancial Representative
Jan. 2017 - May. 2017Wallingford, CTHelping families earn more income, become properly protected, debt free and financially independent by performing risk tolerance analysis to identify and present investment tools and financial solutions aligned to client needs. Advocating investment and insurance plans to current and prospective clients. Consistently meeting and exceeding financial goals and objectives. Assessing various insurance policies and advising clients on suitable options. Evaluating clients’ asset portfolios, analyzing factors influencing wealth distribution and advising on asset allocation, protection, and retirement.