Sales-focused business student with 2+ years of client-facing experience in life insurance, skilled in building trust, communicating complex solutions, and driving value for clients. Seeking to leverage strong interpersonal and revenue-oriented skills in a professional sales role.
Overview
2
2
years of professional experience
Work History
Benefits Coordinator
North American Senior Benefits
Tampa, FL
02.2026 - Current
Conducted client consultations to assess financial needs and recommend customized life insurance solutions.
Established trust with clients through clear explanations of complex policy options.
Assisted clients in minimizing costs while preserving essential coverage.
Managed multiple client relationships and follow-ups to guarantee satisfaction.
Assisted 20+ clients weekly with policy selection and education
Helped clients identify cost-saving opportunities while maintaining protection
Senior Broker
243 Financial
Tampa, Florida
04.2025 - 01.2026
Conducted client needs analysis to recommend appropriate insurance products
Built and maintained client relationships through consistent follow-up
Explained complex policy details in a simple, client-friendly manner
Senior Broker
Karma Financial
Remote
07.2024 - 12.2024
Engaged with clients to assess financial protection needs
Delivered personalized insurance recommendations
Developed strong communication and objection-handling skills
Education
Bachelor of Arts - International Business And Marketing
University of Tampa
Tampa, FL
05-2026
Skills
Client Acquisition
Relationship Building
Needs Assessment
Objection Handling
Sales Communication
CRM / Client Management
Timeline
Benefits Coordinator
North American Senior Benefits
02.2026 - Current
Senior Broker
243 Financial
04.2025 - 01.2026
Senior Broker
Karma Financial
07.2024 - 12.2024
Bachelor of Arts - International Business And Marketing