Summary
Overview
Work History
Education
Skills
Languages
Certification
Timeline
Generic

Caitlyn Schubert

Eustis

Summary

Goal-oriented life insurance agent with a strong foundation in insurance knowledge, honed through experience in the life insurance industry. Demonstrates meticulous attention to detail, and a strategic, consultative approach to sales, resulting in enhanced retention and satisfaction. Committed to leveraging these skills to provide exceptional service to financial professionals and their clientele.

Overview

5
5
years of professional experience
1
1
Certification

Work History

Life Insurance Agent

American Income Life Insurance Company
Eustis
11.2024 - Current
  • Present tailored insurance solutions to clients, effectively addressing their needs, and achieving noticeable gains in sales performance.
  • Demonstrate a client-first approach, actively listening to concerns, and providing guidance, fostering trust and long-term client loyalty.
  • Spearhead client consultations to identify unique insurance needs, leading to tailored solutions, and substantial improvements in client retention.

Life Insurance Broker

Family First Life
Eustis
02.2023 - 11.2024
  • Applied a detailed understanding of underwriting guidelines to assess client eligibility and match individuals with products aligned to their risk profiles and financial goals.
  • Conducted in-depth research across multiple carriers to compare and evaluate a wide range of insurance products, including Term Life, Whole Life, Indexed Universal Life (IUL), Annuities, and Accidental Death policies.
  • Presented complex insurance concepts in an accessible manner, leading to higher client engagement and informed decision-making.

Event Coordinator

AIKG
Orlando
03.2023 - 12.2023
  • Coordinated with internal teams to ensure the timely delivery of products and services for events.
  • Served as the point of contact, tailoring events to client goals.
  • Utilized Microsoft Suite to organize client information.

Grocery Replenishment Specialist

Publix
Mount Dora
12.2019 - 08.2022
  • Reconciled discrepancies between physical inventories and computer records.
  • Conducted regular audits of shelf conditions in order to maintain quality standards for customers.
  • Responded to customer inquiries and resolved issues to ensure satisfaction.

Education

High School Diploma -

Lake County Virtual School
Eustis
05-2022

Skills

  • Attention to detail
  • Problem solving
  • Time management
  • Sales strategy development
  • Customer service
  • Effective communication

Languages

English
Native/ Bilingual
Spanish
Limited

Certification

  • 0215- LIFE INCL VAR ANNUITY & HEALTH (Licensed in multiple states)
  • AML Certified

Timeline

Life Insurance Agent

American Income Life Insurance Company
11.2024 - Current

Event Coordinator

AIKG
03.2023 - 12.2023

Life Insurance Broker

Family First Life
02.2023 - 11.2024

Grocery Replenishment Specialist

Publix
12.2019 - 08.2022

High School Diploma -

Lake County Virtual School

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