Daniel Snyder
Canton,TX
Summary
Successful and seasoned Life and Health Insurance Agent with expertise in providing wide range of high-quality insurance solutions. Possesses deep knowledge of insurance industry with extensive experience assessing customer risk and providing tailored solutions to meet needs. Adept at building trust with clients, providing guidance and financial advice, and delivering outstanding service. Seeking to maintain a full-time position that offers professional challenges utilizing interpersonal skills, excellent time management and problem-solving skills.
Overview
3
3
years of professional experience
Work History
Insurance Agent
Equis Financial
03.2020 - Current
- Currently with Equis Financial, and I specialize in Life Insurance and Mortgage Protection
- Maintained high standards of customer service by building relationships with clients.
- Built relationships with clients using active listening and issue resolution to provide excellent service.
- Cross-sold insurance products to existing clients to reach sales targets.
- Obtained underwriting approval by completing application for coverage.
- Determined client needs and financial situations by listening and scheduling fact-finding appointments.
- Created detailed reports for management to track performance and sales.
- Calculated premiums and established payment methods for sales.
- Generated leads through cold-calling, networking and other outreach methods.
- Analyzed risk factors to recommend appropriate coverage levels.
Education
High school diploma -
Texas Virtual Academy
05.2018
Skills
- Insurance Sales
- Account Management
- Underwriting
- Telemarketing
- Sales Management
- CRM Software
- Business Development
- Customer Relationship Management
- Salesforce
- Negotiation
- Persuasive Negotiations
- Final Expense Insurance
- Risk Mitigation
Additional Information
- Married for almost 4 years to a woman that I grew up with
- Has a beautiful 2 year old daughter
- Loves people, inspiring and motivating people
- Loves working remote and enjoys new opportunities
Timeline
Insurance Agent
Equis Financial
03.2020 - Current
High school diploma -
Texas Virtual Academy
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