Francis Trentacosta
The Bronx,NY
Summary
Experience with client relationship whether as independent sales agent or part of a team.
Overview
27
27
years of professional experience
1
1
Certification
Work History
TSA Pre-check Enroller/Retail Sales Associate
Staples, The Office Supply Superstore
06.2022 - Current
- Reviewing documentation
- Fingerprinting and photographing enrollees
- Performed cash, card, and check transactions to complete customer purchases.
- Organized racks and shelves to maintain store visual appeal, engage customers, and promote specific merchandise.
- Helped customers locate products and checked store system for merchandise at other sites.
Life Insurance Agent
Self-employed
06.2019 - Current
- Approached potential clients by using direct marketing mailings and phone contacts.
- Determined client needs and financial situations by listening and scheduling fact-finding appointments.
- Met with customers to provide information about available products and policies.
- Completed paperwork, recognizing discrepancies and promptly addressing for resolution.
- Specializing in Medicare sales
Registered Representative
LPL Financial Services
06.1998 - 06.2019
- Interviewed clients to better understand financial positions and assets ready for investment.
- Shared details regarding financial products and services with clients.
- Set up appointments with potential and current customers to promote new products and services.
- Sold variable annuities, life and health insurance, equities.
- Met with customers to assess needs, financial status and eligibility.
Education
Bachelor of Arts - Political Science
St. John's University
Jamaica, NYSkills
- Form Completion and Submission
- Insurance Policy Sales
- Client Interviews
- Insurance Customization
- Relationship Building
- Issue and Complaint Resolution
- Verbal and Written Communication
- Courteous with Strong Service Mindset
Certification
- Life and Health license NY, CT, Fl,NJ
- Certified for Medicare Sales with United Health, Aetna, Anthem Emblem Health and humana
Timeline
TSA Pre-check Enroller/Retail Sales Associate
Staples, The Office Supply Superstore
06.2022 - Current
Life Insurance Agent
Self-employed
06.2019 - Current
Registered Representative
LPL Financial Services
06.1998 - 06.2019
Bachelor of Arts - Political Science
St. John's University
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