Errice DeFrece
Dunedin
Summary
Personable and driven, well-suited for roles requiring strong interpersonal and communication skills. Possesses deep understanding of insurance principles and risk assessment, combined with proficiency in sales strategies and customer relationship management. Capable of building trust with clients and driving sales growth through tailored insurance solutions.
Overview
1
1
year of professional experience
1
1
Certification
Work History
Life Insurance Sales Agent
New Light Financial
05.2025 - Current
- Built rapport with clients to understand their life insurance needs and preferences.
- Presented tailored insurance plans, ensuring alignment with client goals and financial situations.
- Conducted thorough market research to identify competitive policy offerings and pricing strategies.
- Successfully met or exceeded sales quotas on a consistent basis through strategic planning, effective communication skills, and a commitment to understanding client needs.
Medicare Sales Agent
Diamond Financial Group
01.2025 - 03.2025
- Assisted clients in identifying appropriate insurance coverage based on individual needs.
- Educated clients on Medicare options and benefits to enhance understanding and decision-making.
- Developed and maintained relationships with clients to foster trust and loyalty.
- Utilized CRM software to track client interactions and manage sales leads effectively.
- Developed and maintained strong client relationships through effective communication and support.
Education
High School Diploma -
Palm Harbor University High School
Palm Harbor, FL06-2015
Skills
- Objection handling
- Ethical practices
- Policy customization
Certification
- Florida 2-15 Insurance License - November 2024
Timeline
Life Insurance Sales Agent
New Light Financial
05.2025 - Current
Medicare Sales Agent
Diamond Financial Group
01.2025 - 03.2025
High School Diploma -
Palm Harbor University High School