Focused Financial Advisor able to handle a wide range of financial needs, from retirement planning to insurance decisions. Decisive planner with understanding of sales strategies driving business growth.
• Provide education, advice and guidance on financial matters and provided recommendations, investment opportunities, products, and services based on customer needs.
• Provided excellent service and attention to customers when face-to-face or through phone conversations.
• Worked closely with team members to help them reach individual and branch goals.
MassMutual- Annuity Champion of Excellence Award 2023
Licensed Agent- Life and Annuity