Linda Lampasso
Summary
Insightful and results-oriented Life Insurance Agent provides tailored solutions suiting individual life coverage and retirement protection needs. Demonstrates comprehensive understanding of insurance policies and regulations with informed recommendations for appropriate protection options. Passionate cultivator of loyal customer relationships and organizational service quality. Focused and analytical with a passion for client satisfaction and team goal achievement. Open to learning new regulations and skills as it pertains to the reverse mortgage industry so that I can apply my skillset to a new platform that still serves clients in the financial services arena.
Overview
22
22
years of professional experience
Work History
Life and Annuity Agent
Family First Life Peak Finance
12.2012 - Current
- Provided comprehensive customer service to drive client satisfaction.
- Responded to customer inquiries regarding life insurance coverage and policies to assist with informed decision-making.
- Performed needs analysis to obtain information required to make appropriate life insurance product recommendations.
- Developed relationships with providers and networks to achieve favorable client coverage.
- Created sources for continuous client referrals within community and with businesses using extensive networking skills.
- Generated leads through cold-calling, networking and other outreach methods.
- Conducted annual reviews of existing policies to update information.
- Company trainer responsible for teaching financial inventory processes to agents via in-home and zoom platform.
- Developed effective scripts for appointment setting and appointment presentation.
- Team player and collaborator. Participated in senior training with Americo and Athene to improve products offered.
Residential Realtor
Remax
01.2007 - 01.2010
- Assisted buyers with finding ideal homes by assessing needs, requirements, and budgets.
- Resolved client concerns related to home purchases to maintain high satisfaction ratings.
- Wrote contracts to outline sales and purchases of properties.
- Compared recently sold area properties to determine competitive market prices.
- Liaised between buyers and sellers to establish favorable prices and negotiate contract terms.
- Advised and informed prospective clients on current market activities and conditions.
- Completed property walk-throughs before completing deals to uphold accuracy in listings and appraisals.
- Verified payment and loan paperwork for property sales by working closely with banks, buyers, and sellers.
- Educated clients by delivering explanations of short sales processes, mortgage loan processing, and foreclosures.
Residential Realtor
Keller Williams Premier
05.2001 - 12.2008
- Compared recently sold area properties to determine competitive market prices.
- Liaised between buyers and sellers to establish favorable prices and negotiate contract terms.
- Verified payment and loan paperwork for property sales by working closely with banks, buyers, and sellers.
- Interviewed clients and generated lists of potential properties meeting specific requirements from available listings.
- Increased home sales through persuasion, negotiation, and closing prowess.
- Reviewed and executed confidential documents, contracts and disclosures.
- Prepared and presented contracts and other legal documents to clients.
- Developed new business and managed new and existing clients.
Social Worker
Pikes Peak Mental Health
06.2001 - 01.2003
- Updated client documentation for accurate, compliant and current records.
- Supported clients and families with empathy and compassion during difficult times.
- Advocated for clients to assure respected rights and wishes.
- Interviewed clients, families, or groups to assess situations, limitations and issues and implement services to address needs.
- Assisted clients with navigating and accessing social services such as housing and medical care.
- Helped clients develop new coping mechanisms and techniques to drive behavior modification.
- De-escalated stressful situations through individual and family crisis interventions.
- Monitored clients' progress and adapted treatment plans to meet changing needs.
- Participated in interdisciplinary team meetings to coordinate care for clients.
- Developed and maintained strong relationships with community resources for successful referrals.
Education
Licensed Life And Fixed Indexed Annuity Agent
SureLC
Online09.2011
Master of Arts - Master of Social Work
New York University
New York, NY05.1999
Skills
- Update Records
- Licensing Requirements
- Life Insurance Sales
- Underwriter Collaboration
- Customer Experience
- Customer Needs Assessments
- Consultative Sales Approach
- Professional Development
- Referral Generation
- Customer Satisfaction
- Persuasive Negotiations
- Group Presentations
Accomplishments
- Supervised team of 50 staff members.
- Collaborated with team of 12 in the development product enhancement with Americo.
- Used Microsoft Excel to develop inventory tracking spreadsheets.
- Personally issued 10M in Fixed Indexed Annuities
- Top producing 1% of agents nationwide for several years.
- Number 2 overall producer for Americo -2016
Timeline
Life and Annuity Agent
Family First Life Peak Finance
12.2012 - Current
Residential Realtor
Remax
01.2007 - 01.2010
Social Worker
Pikes Peak Mental Health
06.2001 - 01.2003
Residential Realtor
Keller Williams Premier
05.2001 - 12.2008
Licensed Life And Fixed Indexed Annuity Agent
SureLC
Master of Arts - Master of Social Work
New York University
Similar Profiles
Yuan ZengYuan Zeng
Certified Nursing Assistant at Castle Peak Senior Life and RehabilitationCertified Nursing Assistant at Castle Peak Senior Life and Rehabilitation
Kathy VanSlykeKathy VanSlyke
Lead Medical Assistant at Longs Peak Family Practice & Sports MedicineLead Medical Assistant at Longs Peak Family Practice & Sports Medicine
Jenifer OrnelasJenifer Ornelas
Office Coordinator at thompson peak family dentalOffice Coordinator at thompson peak family dental
BRIAN MEYERHOFFBRIAN MEYERHOFF
Life and Annuity Agent at ASB financialLife and Annuity Agent at ASB financial
ANGELA KASSEANGELA KASSE
Licensed Life Insurance and Annuity Agent at AAA-NE Life InsuranceLicensed Life Insurance and Annuity Agent at AAA-NE Life Insurance