Life Insurance Agent
Prosperitas Financial Group LLC
Bogart
02.2021 - Current
- Guide clients through policy choices, ensuring informed decisions, boosting client satisfaction
- Staying up to date on laws and regulations regarding the sales and management of life insurance policies to maintain compliances and integrity
- Manage client relations and handle annual reviews of active policies
- Answer phones, take messages, and help clients with issues or concerns with their existing or potential policies.