Life/Health Insurance Agent
AMBA
Roseville, CA
10/01/19 - Current
- Attended company-sponsored gatherings to speak to association groups on long term goals for healthcare, life insurance, long term care and asset protection/income generation in retirement.
- Assisted members to enhance current plans with supplemental benefits to boost sales.
- Conducted fact-finding assessments to create sales presentations for client engagement.
- Created individualized proposals for clients to include coverage options, premiums and enrollment guidelines.
- Sought out new clients and developed clientele by networking to find new customers.
- Used mailings and phone solicitations to build client base.
