Summary
Overview
Work History
Education
Skills
Accomplishments
Certification
Timeline
Generic
Kolten "Alley" McClain

Kolten "Alley" McClain

Chandler,AZ

Summary

Accomplished Life Insurance Agent with a successful track record at Family First Life, specializing in client consultation and relationship management. Proficient in policy analysis and effective marketing strategies, leading to a substantial client portfolio. Strong leadership and communication skills enhance team performance and client satisfaction. Committed to continuous learning and delivering exceptional service to meet company objectives.

Overview

5
5
years of professional experience
1
1
Certification

Work History

Life Insurance Agent

Family First Life
Phoenix, AZ
03.2024 - Current
  • Used mailings and phone solicitation and made presentations to groups at company-sponsored gatherings to gain new clientele.
  • Provided ongoing support and advice to clients regarding policy adjustments and updates.
  • Provided leadership and training for new agents regarding industry best practices and company policies.
  • Developed and maintained a portfolio of clients through networking and referrals.
  • Educated clients on various types of life insurance policies available in the market.
  • Implemented marketing strategies to attract new clients and retain existing ones.

Loan Consultant

Freedom Financial Network
Tempe, AZ
12.2021 - 02.2024
  • Facilitated customer understanding of financial needs and recommended suitable loan products.
  • Collected necessary documentation for loan applications, including credit reports and pay stubs.
  • Monitored lending regulations and industry trends to stay informed on market rates.
  • Evaluated customer credit histories to assess loan eligibility and referred to counseling services when necessary.

Sales Consultant

Freedom Financial Network
Tempe, AZ
09.2020 - 12.2021
  • Handled high volume of telephone calls and emails daily, scheduling appointments and addressing inquiries.
  • Developed tailored presentations for potential customers based on specific requirements.
  • Utilized strong verbal communication skills to engage customers and accurately assess needs.

Education

Associate of Applied Business -

Arizona State University
Tempe
05-2019

5 Years Infantry, Squad Leader -

United States Marine Corps
Camp Pendleton, California
09-2016

High School Diploma -

Smithville High School
Smithville, TX
05-2011

Skills

  • Client consultation and account management
  • Policy analysis and regulatory compliance
  • Sales presentations and market research
  • Customer relationship management
  • Networking and lead generation strategies
  • Team leadership and time management
  • Interpersonal communication skills
  • Negotiation tactics and appointment scheduling

Accomplishments

  • Honorable Discharge USMC
  • Successfully built two businesses in the last two years
  • Have a beautiful American Dream family based right here in Arizona

Certification

Actively Licensed for Life Insurance in 15 states

Combat Life Saving Skills

Advanced Infantry Weapons Training

Advanced Warfare Squad Leaders Course

Timeline

Life Insurance Agent

Family First Life
03.2024 - Current

Loan Consultant

Freedom Financial Network
12.2021 - 02.2024

Sales Consultant

Freedom Financial Network
09.2020 - 12.2021

Associate of Applied Business -

Arizona State University

5 Years Infantry, Squad Leader -

United States Marine Corps

High School Diploma -

Smithville High School

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