KABARIS KEY
CAPE CORAL, FL
Summary
Dedicated and licensed insurance professional with a strong foundation in financial services, customer engagement, and needs-based sales. Proven track record in guiding clients toward informed decisions on life insurance, retirement planning, and financial products such as credit solutions, money markets, and fiduciary accounts. Skilled in building rapport, explaining complex financial concepts clearly, and providing customized insurance solutions, including Final Expense and Term Life coverage. Adept at conflict resolution, regulatory compliance, and maintaining confidentiality while delivering exceptional client experiences. Seeking to bring a consultative sales approach and deep financial literacy to a client-focused inbound insurance sales role.
Overview
3
3
years of professional experience
Work history
INDEPENDENT LIFE INSURANCE AGENT
(IMO) SUMMIT LIFE GROUP
FORT MYERS, FLORIDA
05.2024 - Current
- Provided personalized life insurance consultations to individuals and families, specializing in Final Expense and Term Life Insurance solutions tailored to clients’ financial needs and health profiles.
- Conducted thorough needs analyses through phone and in-person appointments, educating clients on policy options, coverage benefits, and long-term affordability.
- Recommended appropriate carriers and products by assessing underwriting criteria, budget, and existing coverage gaps, ensuring each client received customized solution.
- Completed and submitted insurance applications accurately, tracked underwriting progress, and followed up to ensure timely policy delivery and client satisfaction. Average 10% lead to conversion rate.
- Built trust-based client relationships through transparency, empathy, and ethical sales practices, contributing to consistent referral activity and long-term retention.
- Maintained active life insurance license and stayed compliant with state regulations, HIPAA guidelines, and company standards for secure client data handling.
MEMBER ADVOCATE
SUNCOAST CREDIT UNION
FORT MYERS, FLORIDA
05.2022 - 05.2024
- Delivered comprehensive financial services to members, including account opening, maintenance, and support across checking, savings, and fiduciary accounts. Averaged 90% in account category on yearly scorecard. Increased branch numbers by 5%.
- Assisted members with lending solutions, processing applications for auto loans, personal loans, and lines of credit, while ensuring full compliance with lending policies. 85% in lending category of yearly scorecard. Increased branch numbers by 10%.
- Proactively identified member needs and successfully cross-sold range of financial products, including credit cards, money market accounts, and certificates of deposit (CDs), contributing to branch-level growth targets.
- Guided members through retirement planning options by opening and servicing Traditional and Roth IRAs, providing education on tax advantages and contribution limits.
- Supported fiduciary account management, including trusts, estate accounts, and representative payee arrangements, while upholding strict confidentiality and documentation standards.
- Maintained high level of customer satisfaction through professional service, product knowledge, and personalized financial guidance.
Education
LICENSED IN LIFE, HEALTH & ANNUITY
XCEL
High School Diploma -
LEHIGH SENIOR HIGH SCHOOL
LEHIGH ACRES /2017 - /2021
Skills
- Strong understanding of financial literacy, including personal banking, retirement planning, and insurance fundamentals
- In-depth knowledge of financial products, including life insurance, credit solutions, investment accounts, and fiduciary services
- Effective communicator, skilled at explaining complex financial concepts in clear, client-friendly manner
- Proven ability to resolve customer conflicts with professionalism, empathy, and solution-oriented service
- Consultative sales approach focused on identifying needs and delivering tailored product recommendations
- Detail-oriented and compliance-driven, ensuring accuracy and security in all client interactions and documentation
Timeline
INDEPENDENT LIFE INSURANCE AGENT
(IMO) SUMMIT LIFE GROUP
05.2024 - Current
MEMBER ADVOCATE
SUNCOAST CREDIT UNION
05.2022 - 05.2024
LICENSED IN LIFE, HEALTH & ANNUITY
XCEL
High School Diploma -
LEHIGH SENIOR HIGH SCHOOL
/2017 - /2021
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