Jenny Suarez

As a life Insurance agent , My duties are to prospect and meet clients in person to assess their life insurance needs. I educate families on the importance of obtaining life(funeral) insurance. According to every persons final wishes, I qualify each one of them by filling out our one page application, answering a few health questions, to then placing them in the right plan. In addition, I have built and maintained a long-term client relationship through regular follow-ups and policy reviews.

As a Pension Administrator, my duties were to prospect and meet clients from all different corporate environments. Here, I educated employers, employees, as well as non corporate personnel on their different options to apply to the right retirement fund. In addition, I traveled to other cities on a day to day basis, trying to make face to face contact with CEOs of very big national corporations. As a result, I built strong, long-term relationships with my clients. I then was able to grow my book of business and was able to grow my interpersonal skills .