Carter Hall
Savoy,IL
Summary
Dynamic Life Insurance Broker with a proven track record at Family First Life, excelling in policy analysis and client acquisition through cold calling and social media marketing. Demonstrated ability to exceed sales targets by leveraging strong negotiation skills and a keen understanding of client needs. Expert in underwriting and continuing education, ensuring unparalleled service and client satisfaction.
Overview
3
3
years of professional experience
Work History
Life Insurance Broker
Family First Life
Tampa, FL
07.2024 - 01.2025
- Conducted policy reviews to identify opportunities for additional coverage or adjustments.
- Achieved sales targets through effective client presentations and follow-up.
- Facilitated continuing service by processing changes in beneficiaries and analyzing policy loan applications.
- Completed detailed applications and ensured accuracy of client information.
- Sought out new clients and developed clientele by networking to find new customers.
- Communicated with clients to understand needs and identify best policies for each case.
Cashier
Meatheads
Champaign, IL
10.2021 - 03.2022
- Processed customer payments quickly and returned exact change and receipts.
- Performed opening and closing procedures including counting cash drawers and preparing deposits.
- Greeted customers promptly and responded to questions.
- Maintained work area and kept cash drawer organized.
Education
Associate of Arts - Business Administration
Morton College
Cicero, IL05-2024
Skills
- Strong negotiation
- Cold calling
- Policy analysis
- Underwriting
- Continuing education
- Social media marketing
Timeline
Life Insurance Broker
Family First Life
07.2024 - 01.2025
Cashier
Meatheads
10.2021 - 03.2022
Associate of Arts - Business Administration
Morton College