Shaelyn Glenn
Austin,Texas
Summary
Dynamic Life Insurance Broker with a proven track record at Family First Life, excelling in client needs assessments and market trend analysis. Recognized for mentoring new brokers and achieving consistent sales growth through effective communication and strong negotiation skills. Committed to enhancing customer satisfaction and driving successful marketing initiatives.
Offering background in customer service and sales combined with desire to learn and grow in insurance sector. Brings excellent communication skills and ability to quickly understand and explain complex information. Ready to use and develop problem-solving and interpersonal skills in an analyzing role.
Developed strong rapport-building and problem-solving skills in client-focused environment. Thrives in roles requiring effective communication and personalized service. Looking to transition these skills into new field, contributing to team success and client satisfaction.
Overview
1
1
year of professional experience
Work History
Life Insurance Broker
Family First Life
04.2025 - Current
- Conducted client needs assessments to recommend suitable life insurance products.
- Developed and maintained relationships with clients to enhance customer satisfaction.
- Educated clients on policy options, benefits, and coverage details.
- Analyzed market trends to identify potential sales opportunities for new policies.
- Processed applications and managed documentation for timely policy issuance.
- Participated in training sessions to improve product knowledge and sales techniques.
- Mentored new brokers in the agency, sharing best practices for prospecting, selling, and servicing life insurance policies.
- Achieved consistent sales growth by staying informed about evolving product offerings from multiple carriers and selecting optimal solutions for each client situation.
Education
High School Diploma -
North Penn
Lansdale, PASkills
- Client needs assessment
- Customer relationship management
- Policy education
- Market trend analysis
- Mentoring new brokers
- Team collaboration
- Goal-oriented mindset
- Performance tracking
- Strong negotiation
- Resilience and persistence
- Social media marketing
- CRM software proficiency
- Appointment scheduling
- Team training and development
- Marketing initiatives
- Teamwork and collaboration
- Problem-solving
- Time management
- Multitasking
- Active listening
- Effective communication
- Adaptability and flexibility
Timeline
Life Insurance Broker
Family First Life
04.2025 - Current
High School Diploma -
North Penn