Focus has been on Medicare and senior health sales.
Overview
20
20
years of professional experience
Work History
Insurance Agent
Independent/Espero Insurance
03.2019 - Current
Efforts to build relationships with clients through consistent communication and excellent customer service.
Financial Advisor
Lion Share Financial Services
01.2007 - 08.2009
Educated clients on various financial matters and provided professional recommendations on investment opportunities, products, and services based on each clients' individual needs.
Developed personal rapport with each client to maintain customer loyalty and establish long-term accounts.
Financial Advisor
Metlife
10.2006 - 11.2007
Educated clients on various financial matters and provided professional recommendations on investment opportunities, products, and services based on each clients' individual needs.
Developed personal rapport with each client to maintain customer loyalty and establish long-term accounts.
Financial Advisor
Prudential Financial
05.2004 - 09.2006
Built strong relationships with clients, fostering trust and loyalty in managing their financial portfolios.
Educated clients on various financial matters and provided professional recommendations on investment opportunities, products, and services based on each clients' individual needs.
Developed personal rapport with each client to maintain customer loyalty and establish long-term accounts.
Established new client relationships by conducting thorough needs assessments during initial consultations.