Life Insurance Sales Agent
Primerica
Riverside, CA
02.2024 - 07.2024
- Cultivated relationships with existing customers through follow-up calls or emails.
- Advised clients on how they can maximize returns from their investments in life insurance policies.
- Participated in team meetings to discuss strategies for meeting organizational objectives.
- Attended conferences, seminars, networking events and webinars to build relationships with potential customers.
- Analyzed financial data such as income statements and tax returns to determine risk factors for clients' life policies.
- Prepared presentations that highlighted the advantages of investing in life insurance plans.
- Created customer profiles and analyzed their needs to recommend appropriate life insurance products.
- Assisted clients in completing applications and other paperwork related to policy purchases or changes.
- Responded to inquiries and explained product features and service advantages to potential customers in training and on the field.
