Yolanda Grant
Sandy Springs
Summary
Licensed Life Insurance Agent with extensive experience delivering customized insurance and financial protection solutions. Skilled in life insurance products, retirement planning, and tax-efficient strategies, with a proven ability to build strong client relationships and ensure satisfaction.
Overview
16
16
years of professional experience
1
1
Certification
Work History
Life Insurance Agent
Partnerslife
10.2019 - Current
- Delivered personalized life insurance solutions tailored to clients' financial goals and family protection needs
- Mastered a diverse portfolio of over50 product options to address a wide range of client circumstances
- Educated clients on tax-efficient strategies involving401(k)s and IRAs, enhancing their understanding of financial planning
- Built and maintained long-term client relationships, achieving high referral rates and client satisfaction
- Consistently exceeded sales and service targets while adhering to ethical standards and industry regulations
Tax Strategist (Seasonal)
Town Tax Services
11.2008 - Current
- Developed tailored tax strategies to complement life insurance and financial planning services
- Guided individuals and small businesses through tax preparation and compliance, delivering actionable and effective advice
- Improved financial outcomes for clients by integrating tax efficiency into broader financial strategies
Education
Certificate - Life Insurance
Kaplan University
12.2019
Skills
- Comprehensive Product Knowledge (50 Life Insurance Options)
- Retirement and Wealth Protection Strategies
- 401(k) and IRA Taxation Expertise
- Client-Centric Financial Planning
- Building and Retaining Client Relationships
- Industry Compliance and Ethical Practices
Certification
Life Insurance License (Achieved on First Attempt)
Accomplishments
- Passed the Life Insurance licensing exam on the first attempt, showcasing strong preparation and expertise.
- Successfully secured financial protection and peace of mind for countless clients through customized solutions.
- Recognized as a trusted advisor with a track record of exceeding client expectations and achieving exceptional outcomes.
Timeline
Life Insurance Agent
Partnerslife
10.2019 - Current
Tax Strategist (Seasonal)
Town Tax Services
11.2008 - Current
Certificate - Life Insurance
Kaplan University
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