Summary
Overview
Work History
Education
Skills
Certification
Languages
Accomplishments
Work Availability
Timeline
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Janet Infante

Janet Infante

Richmond,TX

Summary

Dynamic and results-driven Life Insurance Agent with extensive experience at ABN Financial. Expert in insurance policy sales and client needs analysis, consistently delivering tailored solutions. Proven ability to build strong relationships and provide exceptional client service, enhancing customer satisfaction and retention. Committed to continuous improvement and professional development in the insurance industry.

Overview

47
47
years of professional experience
1
1
Certification

Work History

Experienced Life Insurance Agent

ABN Financial
03.2025 - Current
  • Developed comprehensive understanding of life insurance products and services.
  • Assisted clients in identifying suitable coverage options based on individual needs.
  • Conducted policy reviews to ensure alignment with client goals and financial situations.
  • Provided exceptional customer service, addressing inquiries and resolving issues promptly.
  • Collaborated with team members to enhance sales strategies and client engagement techniques.
  • Maintained accurate records of client interactions and policy details using CRM systems.
  • Participated in training sessions to improve product knowledge and sales skills continuously.
  • Attended continuing education courses and workshops to gain additional insurance industry knowledge.
  • Analyzed customers' financial situations to recommend appropriate life insurance policies.
  • Finalized sales and collected necessary deposits.

Licensed Life Insurance Agent

AIL-Global Life
11.2024 - 03.2025
  • Educated clients on life insurance products, ensuring understanding of coverage options and benefits.
  • Assisted clients with policy applications, maintaining accuracy throughout submission process.
  • Responded to client inquiries, providing timely and informative support regarding policy details.
  • Developed tailored insurance solutions based on individual client needs and financial goals.
  • Finalized sales and collected necessary deposits.

Licensed Health Insurance Agent

Caritas Health Shield
01.2013 - 11.2024
  • Answered inbound calls from existing and future policyholders to answer inquiries and discuss insurance options.
  • Performed needs analysis to obtain information required to make appropriate health insurance product recommendations.
  • Educated prospective clients on the benefits of various health insurance options, effectively matching them with suitable plans that met their unique needs.
  • Assisted clients in understanding complex insurance policies, ensuring they made informed decisions when selecting coverage options.
  • Finalized sales and collected necessary deposits.

Bank Operations Officer

PNB-Allied Bank
01.1979 - 01.1989
  • Oversaw daily bank operations, ensuring compliance with regulatory requirements and internal policies.
  • Developed and implemented process improvements to enhance operational efficiency across departments.
  • Led training sessions for new staff, fostering a culture of continuous learning and adherence to best practices.
  • Managed risk assessment activities, identifying potential issues and recommending mitigation strategies.

Education

Bachelor of Science -

Saint Louis University
Baguio City, Philippines
01-1979

Skills

  • Insurance policy sales
  • Building relationships
  • Client service
  • Client account management
  • Referral management
  • Strong interpersonal skills
  • Client needs analysis

Certification

  • Certified Best Interest, Client Suitability
  • Licensed Life Agent

Languages

English
Native or Bilingual
Tagalog
Native or Bilingual

Accomplishments

  • Used Microsoft Excel to develop inventory tracking spreadsheets.
  • Achieved company required parameters by completing sales calls with accuracy and efficiency.
  • Collaborated with team in the achievement of team goals
  • Knowledgeable with CRM,EAPP, Zoom and other tools used in work from home environment (telemarketing)

Work Availability

monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
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Timeline

Experienced Life Insurance Agent

ABN Financial
03.2025 - Current

Licensed Life Insurance Agent

AIL-Global Life
11.2024 - 03.2025

Licensed Health Insurance Agent

Caritas Health Shield
01.2013 - 11.2024

Bank Operations Officer

PNB-Allied Bank
01.1979 - 01.1989

Bachelor of Science -

Saint Louis University

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