BRIAN MEYERHOFF
Thetford Center,VT
Summary
Skilled Life and Annuity Agent from ASB Financial, adept in accounting, federal and state tax knowledge and bookkeeping, with a strong emphasis on ensuring customer satisfaction. Excelled in creating sales presentations and resolving client inquiries, significantly improving client service experience. Demonstrates exceptional problem-solving and recordkeeping proficiency, enhancing operational efficiency. Insightful professional with many years(37) of sales experience. Committed to best-in-class client services and maintaining professionalism. Proven history of working tirelessly for effective sales and profitable deals.
Overview
6
6
years of professional experience
1
1
Certification
Work History
Life and Annuity Agent
ASB financial
Thetford Center, Vt.
03.2019 - Current
- Answered inquiries from customers regarding investments.
- Identified needs of customers promptly and efficiently.
- Assisted with customer requests and answered questions to improve satisfaction.
- Completed research to thoroughly understand client requirements.
- Created professional sales presentations to effectively communicate product quality and market comparisons.
- Provided customer service to clients through phone and email communication.
- Maintained accurate records of client interactions and transactions.
Education
Bachelor of Arts - English/Business Ed.
Roger Williams University
Bristol, RI09-1971
Skills
- Accounting, bookkeeping, and computer skills, as well as people and sales skills
- Ensuring customer satisfaction
- Business correspondence
- Problem-solving
- Recordkeeping proficiency
Certification
- Life,Health,Annuity state licenses in NH and Vt. since 1992.
- Securities licensed in 1987 until 2018
Affiliations
- Biking, snowshoeing,downhill skiing,sometimes with grandchildren.
- These are only performed after home exterior and interior maintenance (which I do most of by myself) and helping friends do theirs occasionally.
Timeline
Life and Annuity Agent
ASB financial
03.2019 - Current
- Life,Health,Annuity state licenses in NH and Vt. since 1992.
- Securities licensed in 1987 until 2018
Bachelor of Arts - English/Business Ed.
Roger Williams University
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