Life Insurance Agent
American Benefits Exchange
Houston, TX
05.2019 - 06.2022
- Prospect clients by networking, cold calling, using referrals etc
- Establish good interpersonal relationships with prospects by building rapport, and evaluate customers' needs, wants and concerns
- Inform and educate prospects on carriers and plans so clients can make an informed decision
- Assist with obtaining underwriting approval and complete application by E- App or phone interview
- Provide ongoing support and maintain contact with clients