Nicholas Piccola
Boca Raton,USA
Summary
Communication graduate with hands-on experience in life and health insurance, client relationship management, and consultative sales. Proven success in assessing client needs and delivering tailored financial solutions while managing high volumes of interactions. Licensed in Florida Life and Health Insurance and actively preparing for the Securities Industry Essentials Exam, open to relocation.
Overview
1
1
Certification
2
2
years of professional experience
Work History
Licensed Insurance Agent
Central Health Advisors
Boca Raton, USA
01.2024 - 01.2026
- Communicated complex health insurance concepts clearly, enabling clients to make informed coverage decisions.
- Applied strong problem-solving skills to identify suitable private and ACA health insurance solutions based on each client's financial situation and healthcare needs.
- Cultivated client relationships through needs assessment, trust-building, and tailored insurance recommendations.
- Handled high volumes of client interactions, ensuring exceptional customer service and meticulous attention to detail.
- Resolved client concerns by addressing questions, evaluating coverage options, and delivering timely, effective solutions.
- Partnered with team members to meet performance goals while prioritizing client satisfaction in a dynamic sales environment.
Licensed Life Insurance Agent
Unitrust Financial Group
Boca Raton, USA
01.2026
- Consulted with individuals and families to assess financial protection needs and recommend life insurance and mortgage protection solutions tailored to their goals.
- Built and maintained strong client relationships through a consultative sales approach, providing ongoing support throughout the application and underwriting process.
- Educated clients on policy options, coverage features, and long-term financial protection strategies to help them make informed decisions.
- Operated independent book of business while driving daily prospecting, client follow-up, and business development activities to meet performance targets.
- Managed lead generation and marketing budgets, strategically allocating resources to enhance client acquisition and support business growth.
- Maintained detailed client records in CRM software to effectively manage pipelines, schedule follow-ups, and monitor policy progress for a seamless client experience.
Education
Bachelor of Arts - Communication Studies
Florida Atlantic University - College of Arts and Letters
Boca Raton, FL12-2026
Skills
Certification
- Life and Health Insurance Licensed, Florida, 214, 240
- MOS Excel Certification, Microsoft Office Specialist
- Securities Industry Essentials (SIE) Exam, Scheduled; Actively Studying
- Series 7 & Series 66, To be obtained upon sponsorship
Timeline
Licensed Life Insurance Agent
Unitrust Financial Group
01.2026
Licensed Insurance Agent
Central Health Advisors
01.2024 - 01.2026
Bachelor of Arts - Communication Studies
Florida Atlantic University - College of Arts and Letters