Jeffrey Dove

• Reviewed client information to determine their insurance needs and risk profile.
• Developed customized insurance plans for clients based on their individual requirements.
• Negotiated with underwriters to secure the best coverage at competitive rates.
• Team/sales leader working with a team of agents & agency managers to meeting sales goals.
• Collaborate with Carrier Compliance Department to provide required compliance training
• Find the right coverage for clients by looking over companies to see what would be the right fit for clients.

With a degree in Social Work and hands-on experience supporting clients through my internship at Packard Law Firm. There, I worked closely with individuals and families facing legal, financial, and personal challenges, gaining valuable insight into client advocacy, disability casework, and trauma-informed support.

Through this experience, I developed strong skills in case management, client communication, documentation, and navigating complex systems — skills that translate directly into high-impact roles across clinical, legal, and community-based settings. I’ve collaborated with multidisciplinary teams, maintained detailed client records, and supported vulnerable populations with professionalism, empathy, and purpose.

With a strong foundation in both social work theory and real-world application, I’m now seeking a full-time opportunity where I can bring my passion for helping others, sharp problem-solving skills, and drive for meaningful outcomes to a team that values dedication and service.

• Increased assets under management by offering investment and insurance solutions to clients.
• Exceeded company sales goals for new policies.
• Offered policy guidance and management to promote asset protection.
• Provided leadership and training for new agents regarding industry best practices and company policies.
• Responded to customer inquiries and problems to promote great service.
• Analyzed customer needs and provided best options, upselling products and services.
• Researched insurance plans to find good options for clients' needs.
• Conducted meetings or phone calls with potential clients to present insurance policies and answer questions.
• Conducted telephone appointments with prospective clients to build rapport and sell insurance services.
• Pursued new clients through various marketing strategies to grow existing portfolio of policyholders.
• Consulted with clients to assess and meet short- and long-term financial goal.
• Developed and expanded financial planning relationships with customers through loyal and dedicated service.

• Developed key customer relationships to increase sales.
• Answered product questions with up-to-date knowledge of sales and promotions.
• Placed orders and answered customer questions in-person, through email and over phone to maximize customer service.
• Presented products and services to prospective and existing customers to meet client needs.
• Scheduled and confirmed appointments.
• Closing sales deals