Insurance Agent
Joshua Gray Agency/Farm Bureau Insurance
10.2020 - 01.2022
- Determined client needs and financial situations by listening and scheduling fact-finding appointments
- Cultivated new business by offering presentations on financial well-being to individuals and groups on term and whole life insurance
- Scheduled fact-finding appointments and consultations to determine client needs and overall financial situations
- Maintained high standards of customer service by building relationships with clients
- Obtained underwriting approval by completing application for coverage