Gavin Garcia

Responsibilities:
Educate clients on insurance options tailored to their needs, including life, health, accident, and sickness policies.
Provide personalized recommendations based on client goals, budgets, and risk tolerance.
Maintain up-to-date knowledge of insurance products, underwriting requirements, and compliance regulations.
Process applications, handle policy servicing, and support clients through claims or renewals.
Build long-term relationships through excellent customer service, trust, and follow-up.
Meet performance goals in sales, client retention, and policy management.Key Achievements:
Successfully passed the Life, Accident, and Health/Sickness Insurance Licensing Exam.
Consistently met or exceeded sales and service goals.Professional Development:
Actively pursuing a career path toward becoming a Financial Advisor or Financial Planner.
Developing leadership skills with the goal of moving into management and team development roles within the company.Would you like to add bullet points about any specific sales metrics, client volume, or tools/systems you use (e.g., Salesforce, CRM platforms)? That could make it even stronger.

• Efficiently loaded and unloaded moving trucks, maintaining item integrity.
• Collaborated effectively with team members to achieve shared goals.
• Improved customer service skills through ongoing training and task execution.