
Proactive and adaptable individual with a diverse background in insurance and food operations. Known for strong relationship-building skills and effective communication, ready to leverage expertise to enhance customer satisfaction and operational efficiency.
• Obtained and maintained active Life & Health insurance license in CO, PA
• Completed company product training and licensing coursework on term, whole life, universal life, and annuity products
• Conducted needs-analysis conversations and delivered policy presentations to align solutions with prospective client needs
• Prospected new business through cold outreach, networking, referrals, and follow-up calls, expanding client base
• Managed client pipeline and documentation in CRM to ensure organized tracking and timely follow-up
• Developed consultative selling and relationship-building skills in a commission-based environment