Janet Logan
Summary
To seek and maintain full-time position that offers professional challenges utilizing interpersonal skills, excellent time management and problem-solving skills.
Overview
10
10
years of professional experience
1
1
Certification
Work History
Loan Service Representative
First Community Credit Union
10.2020 - Current
- Collaborated with other departments to promptly process loan applications.
- Monitored performance of existing loan portfolios to identify and address any issues.
- Recommended loan approvals and denials based on customer loan application reviews.
- Evaluated loan requests and documents to verify accuracy and completeness.
Licensed Insurance Sales Consultant
Logan Insurance Advisors, LLC
01.2019 - 10.2021
- Recommended type and amount of coverage based on analysis of customers' circumstances using persuasive sales techniques.
- Developed sales strategies to increase sales of insurance policies.
- Customized existing insurance programs to suit individual client needs by analyzing specific requirements.
- Developed strong referral network in community to raise awareness and increase sales opportunities.
- Educated clients on insurance policies and procedures.
- Conducted annual reviews of existing policies to update information.
Insurance Sales Representative
AAA Life Insurance Company
01.2017 - 01.2019
- Reviewed customer needs and financial means to determine appropriate policy offerings.
- Sold life insurance and annuities, and other various insurance products to individuals and affinity groups within assigned territory using consultative selling techniques.
- Developed comprehensive marketing plans to promote insurance products to potential clients.
- Cultivated relationships with clients to identify and meet insurance needs and establish trust and rapport.
Investment Advisor Representative
Northwestern Mutual Wealth Management
01.2014 - 01.2017
- Contacted potential clients to pursue sales and gather funds.
- Established key procedures for teams preparing documentation, models and presentations.
- Evaluated customer financial situations and objectives in order to recommend most applicable products for protection, debt clearance, savings or general financial independence.
- Pursued leads, set appointments and brought in new customers to increase revenue.
- Sold life insurance and annuity products to Physicians.
Education
Bachelor of Arts - Counseling Psychology
Missouri Baptist University
St Louis, MO12.2024
Skills
- Customer Inquiries
- Financial Data Collection
- Consumer Loan Auditing
- Client Support
- Financial Planning Expertise
- Sales Techniques
Certification
- Licensed Life and Health Insurance Rep.
- Licensed Retirement Planning and Annuity Specialist
Timeline
Loan Service Representative
First Community Credit Union
10.2020 - Current
Licensed Insurance Sales Consultant
Logan Insurance Advisors, LLC
01.2019 - 10.2021
Insurance Sales Representative
AAA Life Insurance Company
01.2017 - 01.2019
Investment Advisor Representative
Northwestern Mutual Wealth Management
01.2014 - 01.2017
Bachelor of Arts - Counseling Psychology
Missouri Baptist University
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