Insurance Agent
Primerica
San Diego, CA
08.2024 - Current
- Conducted in-home and group presentations to provide detailed explanations of policy guidelines and benefits to clients and families.
- Explained coverage options to potential policyholders, answering questions or concerns.
- Interviewed prospective clients to obtain data about financial resources and needs.
- Educated customers on the importance of maintaining adequate insurance coverage.
- Generated reports detailing sales activities, client interactions, and progress towards goals.
- Conducted telephone appointments with prospective clients to build rapport and sell insurance services.
