Monique Golberg
Parkland,United States
Summary
Sales Representative with sales experience in Health Insurance, Life insurance, Long-Term Care and Annuities. Detail-oriented with an aptitude for client satisfaction and assessing the unique needs of individual clients.
Overview
4
4
years of professional experience
Work History
Insurance Broker
Self Employed Web
PARKLAND, FL
01.2022 - Current
- Presented and clearly explained insurance policy options based on clients' needs and goals.
- Promoted client retention through high-quality service and follow through.
- Provided information and answered questions via personal meetings, telephone calls and email.
- Made appointments with potential clients to discuss products.
- Met with new and existing customers to sell Medicare Supplements, Medicare Advantage Plans and health products.
Insurance Agent
Bankers Life Insurance
Plantation, FL
11.2019 - 12.2020
- Analyzed customer needs and provided best options, upselling products and services.
- Received underwriting approvals after accurately completing applications for insurance coverage.
- Generated new leads and identified potential clients by using successful direct marketing strategies.
- Followed up with customers to check on changing needs and propose new offerings.
- Wrote policies, finalized documents and filed paperwork.
- Educated and counseled clients about insurance coverage differences and results of decisions to persuasively sell maximum coverage within budget.
Real Estate Agent
The Keyes Company
Coral Springs, FL
03.2019 - 06.2020
- Managed real estate transactions from initiation to closing.
- Showed residential properties and explained features, value and benefits of available homes.
- Promoted property sales through advertisements, open houses and participation in multiple listing services.
- Planned and coordinated open house events to move properties.
Education
Teaching Credential - Education
National University
Los Angeles, CA06.1998
Bachelor of Arts - Sociology
University of California, Los Angeles
Los Angeles06.1995
Skills
- Policy types understanding
- Skilled negotiator
- Client relations expert
- Commission-based sales experience
- Prospecting skills
- Financial products knowledge
- Complaint handling and resolution
- Retirement planning
Languages
Spanish
Full Professional
Hebrew
Professional
Licenses
* (2-15) Life Health & Variable License
* Emergency Medical Technician
*Licensed Real Estate Agent
*Certified Personal Trainer
Timeline
Insurance Broker
Self Employed Web
01.2022 - Current
Insurance Agent
Bankers Life Insurance
11.2019 - 12.2020
Real Estate Agent
The Keyes Company
03.2019 - 06.2020
Teaching Credential - Education
National University
Bachelor of Arts - Sociology
University of California, Los Angeles
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