Dynamic licensed life insurance agent with a proven ability to establish client relationships and analyze financial needs. Skilled in communication and problem-solving, ready to contribute to impactful solutions.
Overview
3
3
years of professional experience
Work History
Licensed Life Insurance Agent
Family First Life
Charlotte
08.2025 - Current
Established relationships with new clients by conducting in-person meetings and phone calls.
Scheduled appointments and followed up with clients regarding their inquiries.
Built a network of referral sources such as financial advisors, estate planners, for generating leads for life insurance products.
Analyzed clients' financial situations to propose solutions that align with their long-term goals.
Farm Equipment Operator
WBH
Nyssa
08.2024 - 10.2025
Operated tractors and farm machinery for planting and harvesting crops.
Collaborated with team members to coordinate daily farming operations effectively.
Coordinated with farm management to plan and adjust tasks based on weather conditions and crop needs.
Loaded and unloaded materials onto trucks for transport to storage or processing locations.
Instructional Assistant
Ontario School District
Ontario
09.2024 - 06.2025
Monitored student progress and provided feedback to teachers regarding student achievement.
Prepared lesson materials, bulletin board displays, exhibits, and demonstrations to assist teachers in classroom preparation.
Evaluated individual student needs and assessed academic and social situations to address challenges and goals.
Organized data collection systems using technology such as spreadsheets or databases.
Physical Therapy Technician
Current PT
Fruitland
06.2023 - 05.2024
Performed administrative duties such as scheduling appointments, maintaining records, and ordering supplies.
Collected data from tests used to evaluate strength range of motion and functional abilities.
Communicated effectively with the therapy team regarding patient progress and concerns.
Documented pain level and injury progress in patients and communicated information to head physical therapist.