Primerica, Family First Life, and Trinity Retirement Solutions.The Leazer GroupIndependent Life Insurance Agent
Aug. 2018 - May. 2024United States° Managed a portfolio of clients, building strong relationships and providing comprehensive life insurance solutions tailored to their individual needs
° Led the development and implementation of strategic marketing plans to generate leads and expand the client base, resulting in a 30% growth in sales
° Collaborated closely with insurance carriers to negotiate competitive rates and secure favorable terms for clients, leading to a significant 35% uptick in insurance approvals
° Conducted thorough client assessments to identify insurance needs and recommend appropriate coverage options, ensuring comprehensive protection
° Provided ongoing support and assistance to clients, addressing inquiries, resolving issues, and guiding them through the insurance process with professionalism and expertise
° Maintained accurate records of client interactions, policies, and transactions using efficient administrative systems, ensuring compliance with regulatory requirements and company standards