(555) 432-1000,
, , 100 Montgomery St. 10th Floor

Enthusiastic Life Insurance Agent offering 10+ years of experience in sales, customer service and team collaboration. Talented professional and adaptable, quick learner with a strong work ethic and passion for building relationships to understand customer needs. Excellent in active listening and communication to drive sales and engage with customers.

  • Streamlining Processes
  • Email Marketing
  • Building Relationships
  • Insurance Sales Strategy
  • Policyholder Communication
  • Administrative Functions
  • Marketing Strategy Development
  • Form Completion and Submission
  • Client Prospecting
  • Insurance Customization
  • Time Management
  • CRM Software
  • Clientele Development
  • Insurance Program Analysis
  • Financial Needs Assessment
  • Verbal and Written Communication
  • Insurance Policy Sales
  • Service Oriented
  • Persuasive Negotiation
  • Critical Thinking
  • Underwriter Collaboration
  • Document Control
  • Client Interviews
  • Records Maintenance
  • Policy Feature Explanations
  • Client Account Management
  • Team Training and Development
  • Policy Adjustment Knowledge
Education and Training
Picayune High School Picayune, MS, Expected in High School Diploma : - GPA :
Jackson Hewitt Tax School Slidell, LA, Expected in Certificate of Completion : - GPA :
Xcel Solutions Virtually, Expected in Life Insurance : - GPA :
American National Insurance Company - Life Insurance Agent
Woodsboro, MD, 12/2019 - Current
  • Communicated with clients to understand needs and identify best policies for each case.
  • Sold life insurance policies via telephone and assisted other agents with underwriting.
  • Pursued continued professional development through insurance workshops, course and webinars.
  • Offered policy guidance and management to promote asset protection.
  • Exceeded company sales goals for new policies.
  • Created documents comparing offered products and prices to enable agents to quickly prepare quotes.
  • Developed prospects from current commercial customers, referral leads or sales or trade meetings.
  • Sold vital insurance policies with time-tested customer engagement techniques.
  • Provided leadership and training for new agents regarding industry best practices and company policies.
  • Researched strengths and weaknesses of competitors to develop strategies for increasing new business.
  • Interviewed prospective clients to gather information on financial needs and discuss existing coverage.
  • Consulted with all customers to assess needs and match products.
  • Explained coverage options to potential policyholders, answering questions or concerns.
  • Monitored clients' insurance coverages to ensure changing needs were met.
  • Reviewed insurance inquiries, working effectively to accommodate various requests to build agency's reputation as service provider.
  • Achieved repeat business and referrals through personalized services.
  • Cultivated professional relations to establish long-term profitable partnerships.
  • Scheduled and attended 10-25 appointments per week.
  • Conducted in-home and group presentations to provide detailed explanations of policy guidelines and benefits to clients and families.
  • Streamlined operational efficiencies by researching problems and delivering speedy issues resolution.
  • Strategized long-term business objectives by assessing customer feedback for direction on process improvements.
  • Strengthened traceability by developing organization systems for keeping records, reports and agendas.
  • Improved data collection accuracy by structuring systems for desktop spreadsheets.
  • Greatly improved office operations by reducing backtracking of work through creation of material movement process.
  • Leveraged industry trends to shape solutions and approaches.
Wimbush & Associates - Tax Preparer
City, STATE, 11/2019 - Current
  • Stored copies of completed returns and related documents according to company procedures and business regulations.
  • Determined clients' eligibility for tax credits, abatements or deductions through careful research and oversight.
  • Supplied detailed tax documentation needed to submit accurate corporate and individual returns.
  • Finalized and processed paperwork with local, state and federal government authorities.
  • Responded to state and federal tax notices by preparing written responses or tax return amendments.
  • Informed clients of potentially beneficial products and services, resulting in additional business opportunities.
  • Analyzed information and assessed liabilities and deductions according to relevant tax code.
  • Produced US and state income, gift tax and estate tax returns for individuals.
  • Prepared estimated and deferred tax calculations on monthly basis to forecast cash flows.
  • Represented clients under audit before IRS to prove compliance with federal tax laws.
  • Produced minimum of 25 tax returns weekly to boost firms' filing process.
  • Probed tax situations from different angles to apply maximum tax benefits or resolve tax debts.
  • Implemented tax reduction strategies to analyze and minimize tax liabilities.
  • Advised clients to comply with IRS regulations and meet state and federal tax obligations.
  • Analyzed unaudited financial statements to determine adjustments for accurate tax treatment.
  • Communicated with federal and state tax agencies to obtain best resolution for clients.
  • Assisted small businesses and individual clients with filling out tax forms and electronically filing tax returns.
  • Reduced errors associated with missed tax benefits by completing comprehensive reviews of internal tax preparation documents.
  • Applied federal and state government regulations to prepare accurate and compliant tax returns for clients in tax preparation.
  • Performed detailed research and used findings to support audit reports.
  • Researched local tax liabilities to support senior tax professionals.
  • Researched tax regulations and bulletins to inform audit reports.
Legendary Tax Services LLC - Chief of Education
City, State, 11/2018 - Current
  • Used vast number of teaching strategies in coordination of lesson creation and planning to meet diverse group of students' specific needs.
  • Conducted small group and individual classroom activities with students based on differentiated learning needs.
  • Developed interesting and interactive learning methods tailored to help students with individual needs.
  • Encouraged student empathy of others to build confidence and improve self-image.
  • Developed and maintained individualized skill-appropriate lesson plans to promote and build student confidence.
  • Incorporated interactive visual aids into student lesson plans to support learning objectives.
  • Teamed with general education teachers to plan and implement curriculum, state and district-wide assessments.
  • Supported diverse student populations through equitable instructional design and programming.
  • Collaborated with outside agencies providing services for students and families to deliver cohesive support.
  • Advocated for needs of the students with disabilities.
  • Enhanced lessons using Smart Board technology and computers.

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Resume Overview

School Attended

  • Picayune High School
  • Jackson Hewitt Tax School
  • Xcel Solutions

Job Titles Held:

  • Life Insurance Agent
  • Tax Preparer
  • Chief of Education


  • High School Diploma
  • Certificate of Completion
  • Life Insurance

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