Summary
Work History
Education
Skills
Accomplishments
Languages
Timeline
Generic

Jonathan Lee

Lakeland,FL

Summary

Results-oriented Life Insurance Agent provides tailored solutions suiting individual coverage needs. Demonstrates comprehensive understanding of insurance policies and regulations with informed recommendations for appropriate protection options. Passionate cultivator of loyal customer relationships and organizational service quality.

Work History

Life Insurance Agent

National Life Group
01.2024 - Current
  • Attended continuing education courses and workshops to gain additional insurance industry knowledge.
  • Provided coverage option information to assist clients in protecting assets.
  • Increased sales of life insurance products through tactical customer outreach.
  • Analyzed customers' financial situations to recommend appropriate life insurance policies.
  • Maintained high standards of customer service by building relationships with clients.

Education

Bachelor of Science - Cybersecurity

University of South Florida
Tampa, United States
12.2025

Skills

  • Building Relationships
  • New Agent Training
  • Email Marketing
  • Insurance Policy Sales
  • Customer Service

Accomplishments

Finalist of 2019 Marilyn Newell Youth Music Festival for Piano


Performed at Carnegie's Weill Recital Hall in New York for Shudong Braamse's Spring Festival Concert

Languages

English
Native or Bilingual
Chinese (Mandarin)
Limited Working

Timeline

Life Insurance Agent

National Life Group
01.2024 - Current

Bachelor of Science - Cybersecurity

University of South Florida

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Jonathan Lee