Lola Schwartz

• Work as a field agent selling life insurance, medicare supplements and advantage plans as well as retirement financial planning
• Ensured compliance with applicable laws, regulations, and company policies while selling insurance products.
• Participated in continuing education courses to stay current on industry trends and changes in regulations.
• Assessed customer risk levels and recommended appropriate coverage options.
• Developed relationships with new clients through cold calling and referrals from existing customers.

Together Health Medicare Broker, June 2021- November 2022. Sold Medicare Policies as a broker was appointed with several Medicare companies.

• Conducted phone calls with potential clients to present insurance policies and answer questions.
• Analyzed customer needs and provided best options, upselling products and services.
• Explained different options to prospective clients, encouraging sale of insurance policies that best fit needs.

Teleperformance Licensed Medicare Sales Agent May 2013-June 2022. Worked with the United Health Care campaign, maintaining top ten in Medicare and Prescription drug plans sales.

• Upsold products to policyholders and potential new clients.
• Conducted phone calls with potential clients to present insurance policies and answer questions.