Kyle Coe
Portland,TX
Summary
Driven Life Insurance Agent from American Income Life Zuzick Organization, adept in insurance policy sales and building strong client relationships. Excelled in crafting financial plans, enhancing client security, and boosting policy sales through in-depth product knowledge and effective needs assessment. Proven track record in leading professional development and mastering insurance sales expertise.
Overview
1
1
Certification
Work History
Life Insurance Agent
American Income Life Zuzick Organization
12.2023 - 06.2024
- Participated in professional development opportunities such as training sessions and conferences to stay informed on best practices within the life insurance industry.
- Crafted clear, informative reports to explain life insurance policy features and benefits.
- Attended continuing education courses and workshops to gain additional insurance industry knowledge.
- Developed comprehensive financial plans for clients, ensuring proper coverage and security for their families.
- Explained advantages, features, and disadvantages of various policies to promote sale of plans.
Education
No Degree - Accounting
Texas A&M University - Kingsville
Kingsville, TXSkills
- Insurance Policy Sales
- In-depth product knowledge
- Building Relationships
- Client Service
- Needs Assessment
- Lead prospecting
- Referral management
- Insurance sales expertise
Certification
- Licensed in General Health and Life insurance
Timeline
Life Insurance Agent
American Income Life Zuzick Organization
12.2023 - 06.2024
No Degree - Accounting
Texas A&M University - Kingsville
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