Recent graduate with excellent research, technical, and problem-solving skills. Detail-oriented and able to learn new concepts quickly. Eager to work with students and make a greater impact.
<ul><li>Educate clients on wealth-building solutions through Whole Life and IUL policies</li><li>Provide tailored insurance and retirement planning for individuals, families, and public employees</li><li>Ranked top-selling agent with over $79,000 in life insurance sales</li><li>Guide clients on tax-free income strategies, living benefits, and generational wealth transfer</li><li>Stay current on compliance, underwriting guidelines, and financial product updates</li><li>Family First Life - Dallas, Texas</li></ul> at Appreciation Financial<ul><li>Educate clients on wealth-building solutions through Whole Life and IUL policies</li><li>Provide tailored insurance and retirement planning for individuals, families, and public employees</li><li>Ranked top-selling agent with over $79,000 in life insurance sales</li><li>Guide clients on tax-free income strategies, living benefits, and generational wealth transfer</li><li>Stay current on compliance, underwriting guidelines, and financial product updates</li><li>Family First Life - Dallas, Texas</li></ul> at Appreciation Financial