Lakisha Bailey McLeod
Mansfield,US
Summary
Experienced in funeral service management with a strong focus on professionalism and a talent for fostering positive relationships with client families. Insurance expertise lies in assessing client needs and providing customized life insurance solutions. Utilizes strong interpersonal skills to build and maintain lasting client relationships. Knowledge of industry regulations and policy options enables delivery of optimal coverage recommendations.
Overview
10
10
years of professional experience
Work History
Licensed Life Insurance Advisor
Independantly Employed
08.2024 - Current
- Simplified complex insurance concepts for clients, fostering trust and confidence in their decision-making abilities.
- Analyzed clients'' financial needs to recommend suitable life insurance products and coverage amounts.
- Educated clients on the importance of life insurance as part of a comprehensive financial plan.
Licensed Funeral Director
Restland Funeral Home, Cemetery & Crematory
07.2022 - 07.2024
- Display highest level of professionalism and sensitivity when dealing with grieving family members
- Communicate with insurance companies in order to obtain death benefits for service payment
Location Manager/ Licensed Funeral Director
Lincoln Funeral Home & Memorial Parks
09.2019 - 05.2022
- Increased case load by implementing market knowledge and successful retention strategies
- Created, reviewed, and submitted operating and capital budgets for the location
- Promoted positive management, staff and family relationships through proactive attention to concerns
- Created a new employee evaluation process that resulted in significant performance improvements.
Licensed Funeral Director
Bluebonnet Hills Funeral Home & Memorial Park
03.2015 - 10.2018
- Met with the families of the deceased to discuss their wishes for funeral services, the disposition of their remains, and pricing
- Looked for industry trends on social media and through online sources
- Developed team communications and information for monthly location meetings.
Education
Associate of Applied Science - Funeral Directing and Embalming
Dallas Institute of Funeral Service
01.2012
Skills
- Building enduring relationships with client families
- Lead prospecting
- Leadership Qualities
- In-depth product knowledge
- Policy customization
- Needs analysis
- Client Education
Timeline
Licensed Life Insurance Advisor
Independantly Employed
08.2024 - Current
Licensed Funeral Director
Restland Funeral Home, Cemetery & Crematory
07.2022 - 07.2024
Location Manager/ Licensed Funeral Director
Lincoln Funeral Home & Memorial Parks
09.2019 - 05.2022
Licensed Funeral Director
Bluebonnet Hills Funeral Home & Memorial Park
03.2015 - 10.2018
Associate of Applied Science - Funeral Directing and Embalming
Dallas Institute of Funeral Service
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