Fealt Cooper
Columbia,MO
Summary
Results-driven Insurance Agent with strong client relations and sales proficiency. Expertise in educating clients on policies, managing inquiries, and exceeding sales goals. Committed to providing exceptional customer service and detailed problem-solving.
Overview
7
7
years of professional experience
Work History
Insurance Agent
TTEC
Kansas City, Missouri
11.2022 - Current
- Assisted clients in selecting appropriate insurance policies for their needs.
- Explained policy details and coverage options to potential clients effectively.
- Managed client inquiries and provided timely responses to concerns.
- Prepared documents such as applications, endorsements, renewals, cancellations, or other forms required by law or company procedures.
Stock Broker
TD Ameritrade
Saint Louis, MO
01.2020 - 12.2020
- Executed trades on behalf of clients using advanced trading software.
- Communicated regularly with clients to discuss investment options and market conditions.
- Built strong relationships with customers through excellent customer service.
- Supplied knowledgeable, objective equity and fixed income guidance with customized strategies to clients.
- Provided technical support when needed for online trading platforms or software applications.
Life Insurance Agent
Senior Health Solutions, Saint Charles, Mo
Saint Charles, Missouri
01.2019 - 12.2019
- Educated clients on life insurance products and benefits.
- Assisted clients in selecting appropriate coverage options.
- Exceeded company sales goals for new policies.
Education
Some College (No Degree) - Psychology
William Jewell College
Liberty, MOSkills
- Policy writing
- Risk assessment
- Claims processing
- Compliance knowledge
- Market analysis
- Customer relationship management
Timeline
Insurance Agent
TTEC
11.2022 - Current
Stock Broker
TD Ameritrade
01.2020 - 12.2020
Life Insurance Agent
Senior Health Solutions, Saint Charles, Mo
01.2019 - 12.2019
Some College (No Degree) - Psychology
William Jewell College