Barbara Blonsky

Marketed services and identified potential clients who needed life insurance advice and coverage. Sought out new clients through networking, direct referrals, lead databases, and cold calling.

Established trusting relationships in order to properly advise clients on their options.

Oversaw implementation of agreed upon plans and maintained long term relationships in order to insure clients were served and their needs were covered. Strengthened my relationship with clients through regular contact and follow up.

Consistently recognized as a top producer in several companies and received recognition For performance and production.

• 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.