Seasoned Health and Life Agent with a focus on client needs assessment, financial planning, and market analysis. Proven track record in developing tailored insurance plans and ensuring high levels of customer satisfaction.
Overview
28
28
years of professional experience
Work History
Health and Life Agent
Self Employed Web
California
01.2015 - Current
Developed comprehensive insurance plans tailored to client needs and financial goals.
Conducted thorough market analysis to identify competitive insurance offerings and trends.
Provided exceptional customer service, ensuring client satisfaction and retention through effective communication.
Educated clients on policy options, benefits, and claims processes to enhance understanding and decision-making.
Explained advantages, features, and disadvantages of various policies to promote sale of plans, boosting overall sales [80%)
Medical Sales
DenMat
Santa Maria, CA
01.1998 - 01.2015
Provided technical expertise in the selection, acquisition, and installation of state-of-the-art medical devices that enhanced clinical capabilities.