Lindsy Sartain
Royse City,TX
Summary
Results-oriented Life Insurance Agent provides tailored solutions suiting individual coverage 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.
Overview
4
4
years of professional experience
1
1
Certification
Work History
Life Insurance Broker
Family First Life
03.2024 - Current
- Developed strong relationships with underwriters, ensuring favorable terms for clients and efficient processing of applications.
- Collaborated with financial planners to create comprehensive strategies that included life insurance as an essential component for clients'' financial security.
- Implemented time-saving organizational systems for managing client files and tracking policy renewals, increasing efficiency in daily operations.
- Analyzed customers' financial situations to recommend appropriate life insurance policies.
Life Insurance Agent
Primerica
01.2024 - Current
- 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.
- Educated clients on insurance policies and procedures.
Small Business Owner
Four Seven Designs Salon & Boutique
03.2020 - 03.2022
- Managed daily operations for a successful small business, ensuring efficient processes and quality services.
- Established a loyal customer base by providing personalized attention, addressing concerns promptly, and exceeding expectations.
- Promoted business via social media to generate leads and maximize brand identity.
- Enhanced company reputation by consistently delivering exceptional service quality to customers.
- Created financial plans and budgets to optimize resources, track expenses, and ensure profitability.
- Fulfilled customer shipping needs by completing all purchase orders and customer invoices.
Education
High School Diploma -
Wylie High School
Wylie, TX05.2008
Skills
- Goal-oriented mindset
- Strong negotiation
- Resilience and persistence
- Social Media Marketing
- Cold-calling
- CRM software proficiency
- Follow-up strategies
- Building Relationships
Certification
- Licensed Life Insurance
Timeline
Life Insurance Broker
Family First Life
03.2024 - Current
Life Insurance Agent
Primerica
01.2024 - Current
Small Business Owner
Four Seven Designs Salon & Boutique
03.2020 - 03.2022
High School Diploma -
Wylie High School