Seguranza de vida
Los Angeles Police Department
Los Angeles, California
10.2025 - Current
- Developed and maintained relationships with clients to ensure customer satisfaction.
- Communicated with clients to understand needs and identify best policies for each case.
- Negotiated terms of policy with clients to ensure maximum benefit for both parties.
- Analyzed client portfolios to determine best investment opportunities.
- Maintained records of client information, including policies and payment history.
- Exceeded company sales goals for new policies.
- Provided leadership and training for new agents regarding industry best practices and company policies.
- Reviewed existing contracts to make sure they are compliant with state regulations.
- Developed marketing strategies to compete with other individuals or companies selling insurance.
- Prepared and delivered presentations on life insurance products to groups and individuals.
- Analyzed clients' financial situations to propose solutions that align with their long-term goals.
- Met with division leaders and consultants to discuss strategies to increase sales.
- Conducted in-home and group presentations to provide detailed explanations of policy guidelines and benefits to clients and families.
- Improved data collection accuracy by structuring systems for desktop spreadsheets.
- Explained coverage options to potential policyholders, answering questions or concerns.
- Provided death benefits by delivering policy proceeds and reassessing client needs.
- Evaluated current financial situation of clients before recommending any policy changes.
- Obtained underwriting approval by completing application for coverage.
- Assisted customers in selecting the right life insurance coverage for their needs.
- Calculated premiums and established payment methods.
- Educated clients on various types of life insurance policies available in the market.
- Sold life insurance policies via telephone and assisted other agents with underwriting.
- Prepared quotes for prospective customers based on their individual needs.
- Provided personalized service to clients by phone, email, or in-person meetings.
- Engaged in networking activities to build relationships within the community effectively.
- Provided support during policy renewals and updates for existing clients.
- Participated in training sessions to learn about industry regulations and compliance standards.
- Assisted clients in understanding life insurance policy options and benefits.
- Conducted needs assessments to determine appropriate insurance solutions for clients.
- Upsold products to policyholders and potential new clients.