Specialties:
Life Insurance. Retirement. Investments. Annuities.
Entrepreneur | Team building | Living Life | Helping families achieve financial success one individual at a time. Looking to build strong and determined system builders.
• Sell products or services.
•Analyze clients' current insurance policies and suggest additions or other changes
•Customize insurance programs to suit individual clients
•Handle policy renewals
•Call potential clients in order to expand their own customer base
•Interview prospective clients to get information about their financial resources and discuss existing coverage
•Explain the features of various policies
•Maintain electronic and paper records
