Life insurance professional equipped to drive strategic growth and deliver exceptional client solutions. Demonstrates expertise in client relationship management, risk assessment, and policy recommendations. Strong focus on team collaboration and adapting to changing needs. Known for reliability, customer-centric approach, and achieving impactful results.
Overview
22
22
years of professional experience
Work History
Funeral Director
Self Employed Embalmer
Brooklyn, NY
12.2010 - Current
Assisted in the preparation of bodies for visitation or burial, adhering to strict standards of care.
Established trust among clients by consistently delivering exceptional service while maintaining sensitivity towards their needs.
Upheld legal compliance with local regulations regarding burials, cremations, and embalming practices.
Life Insurance Agent
Primerica Life Insurance Company
Staten Island, NY
12.2023 - 02.2025
Participated in professional development opportunities such as training sessions and conferences to stay informed on best practices within the life insurance industry.
Crafted clear, informative reports to explain life insurance policy features and benefits.
Developed comprehensive financial plans for clients, ensuring proper coverage and security for their families.
Cultivated customer relationships to provide customized life insurance solutions tailored to individual needs.
Leveraged industry knowledge to educate potential clients on the importance of life insurance, resulting in increased policy awareness and sales conversions.
Analyzed customers' financial situations to recommend appropriate life insurance policies.
Provided exceptional customer service by addressing concerns promptly and maintaining open lines of communication.
Delivered informative presentations to potential clients about the benefits of life insurance policies, generating interest and driving sales growth.
Funeral Director
Brooklyn Funeral Home & Cremation Services
Brooklyn, NY
04.2005 - 07.2009
Maintained facility cleanliness, ensuring a welcoming environment for grieving families.
Displayed highest level of professionalism and sensitivity when dealing with grieving family members.
Managed all aspects of funeral arrangements for smooth and efficient service delivery.
Arranged funeral/memorial services for grieving families to meet budget and memorialized instructions.
Liaised between hospitals, physicians, county coroner and members of clergy to coordinate final arrangements.
Served diverse clientele by offering a range of culturally and religiously appropriate services.
Discussed pre-arranged funeral options and explained pricing to clients.
Funeral Director
Frank R. Bell Funeral Home
Brooklyn, NY
11.2003 - 09.2004
Increased customer retention, skillfully addressing concerns and resolving conflicts.
Promoted funeral service merchandise such as caskets, urns, outer burial containers and flowers.
Improved client satisfaction by providing compassionate and personalized funeral services.
Picked up deceased at private homes, hospitals and county morgues.
Closed and secured caskets and led funeral corteges to churches and burial sites.
Education
Bachelor Of Science - Mortuary Science
Gannon University
Erie, PA
08.2003
Diploma In Funeral Directing And Embalming - Funeral Services
Pittsburgh Institute of Mortuary Science
Pittsburgh, PA
08.2003
Skills
OSHA regulations
Pricing structures
Regulatory compliance
Compassionate communication
Licensed embalmer in New York
Customer education
Empathetic
Body preparation
Funeral planning
Timeline
Life Insurance Agent
Primerica Life Insurance Company
12.2023 - 02.2025
Funeral Director
Self Employed Embalmer
12.2010 - Current
Funeral Director
Brooklyn Funeral Home & Cremation Services
04.2005 - 07.2009
Funeral Director
Frank R. Bell Funeral Home
11.2003 - 09.2004
Bachelor Of Science - Mortuary Science
Gannon University
Diploma In Funeral Directing And Embalming - Funeral Services