Darius King
Mt. Dora
Summary
Skilled in handling high-volume client interactions, managing follow-ups, and maintaining strong relationships that drive retention and referrals. Demonstrates confidence in guiding clients through financial decisions, overcoming objections, and successfully closing deals.
Overview
6
6
years of professional experience
2015
2015
years of post-secondary education
1
1
Certification
Work History
Life Insurance Agent
Legacy Agency
Lake Mary
04.2025 - Current
- Assisted clients in selecting appropriate life insurance policies.
- Educated customers on policy features and benefits.
- Conducted needs assessments to determine client coverage requirements.
- Helped protect families through asset protection, and wealth acquisition.
- Managed follow-up communications with clients regarding their policies and renewals.
- Provided personalized service to clients by phone, email, or in-person meetings.
- Prepared quotes for prospective customers based on their individual needs.
- Sold life insurance policies via telephone and assisted other agents with underwriting.
Tax Preparer
Fast Tax Mount Dora
Eustis
01.2020 - Current
- Prepared individual and business tax returns for clients during peak season.
- Reviewed financial documents for accuracy and compliance with tax laws.
- Utilized tax preparation software to streamline filing processes efficiently.
Education
Associate of Science - Biology
Seminole State College of Florida
Sanford, FL 08.2012 - 08.2014
Mount Dora HighSchool
MountDora , FLSkills
- Assisting clients
- Life insurance policies
- Need assessments
- Policy management
- Quote preparation
- Customer relationship management
- Tax compliance
- Financial analysis
- Tax preparation software
- Effective communication
- Problem solving
- Attention to detail
- Client education
- Time management
- Team collaboration
- Client service
- Email marketing
- Client retention
- Negotiation tactics
- Asset protection
- Lead prospecting
- Team training and development
- Cross-selling techniques
- Insurance policy sales
- Continuing education
- Insurance sales strategy
- Marketing initiatives
- Upselling strategies
- Strong interpersonal skills
- Referral management
- Building relationships
- Appointment scheduling
- Social media proficiency
- Performance tracking
- Streamlining processes
- Task prioritization
- Consultative selling
- Time management abilities
- Persuasive negotiation
Certification
- Real estate license
- Life insurance 214 license
References
References available upon request.
Timeline
Life Insurance Agent
Legacy Agency
04.2025 - Current
Tax Preparer
Fast Tax Mount Dora
01.2020 - Current
Associate of Science - Biology
Seminole State College of Florida
08.2012 - 08.2014
Mount Dora HighSchool