Cary DeGraaf

• Enhanced client satisfaction by providing personalized insurance solutions and excellent customer service.
• Developed and maintained professional relationships with other industry professionals, such as financial advisors and real estate agents, to provide a well-rounded approach to client service.
• Organized regular client outreach initiatives such as seminars and workshops to educate potential customers on insurance products and services offered.
• Managed a diverse portfolio of accounts, consistently meeting or exceeding sales targets while maintaining high levels of customer satisfaction.
• Conducted annual reviews of existing policies with clients, identifying opportunities for adjustments or additional coverage based on changing circumstances.
• Conducted thorough risk assessments to develop tailored insurance solutions that met individual client needs.
• Leveraged networking events to establish connections with potential clients, increasing referral business opportunities.

• Developed residential and commercial clients.
• In home design and sales presentations
• Maintained 50-60 percent closing ratio
• Worked home shows and events to create leads

Held seminars for seniors showing benefits of Annuities, Life Insurance and Long Term Care insurance during retirement years,

• Achieved successful client outcomes by identifying and addressing their unique needs and goals.
• Stayed informed on industry developments and market trends to gain competitive advantage.