Insurance Agent
Lincoln Heritage Life Insurance
Memphis, TN
06.2019 - 02.2020
- Engaged customers and provided high level of service by carefully explaining details about documents.
- Analyzed customer needs and provided best options, upselling products and services.
- Received underwriting approvals after accurately completing applications for insurance coverage.
- Coordinated appointments and consultations with clients to identify individual needs and gain better understanding of overall financial situations.
- Cultivated lasting professional relationships and grew client referrals to promote agency success.