Skilled financial professional with 13 years of financial services industry and 20 years of practical management experience. Expertly creates customized financial strategies to meet client needs.
FINRA Series 6 License
Excellent communication skills
Bilingual in [languages]
Excellent time management skills
Inspiring team leader
Grew life insurance, long term care, and annuity business from $[Amount] to $[Amount] million in [Number] years.Expanded business by [Number]% while maintaining [Number]% rate of customer retention.Earned the “Roundtable Award” for earning more than $[Amount] in commissions selling $[Amount] million in life insurance products each year.
Senior Regional LeaderJun 2004 to Current Primerica Financial Services － Oxford , MAInterviewed prospective clients to learn about their financial needs and to discuss any existing coverage. Processed applications, payments, corrections, endorsements and cancellations. Called [Number] warm leads each week to expand client base. Prepared necessary paperwork to process insurance sales and renewals. Pursued continuing education and training programs to continue professional development. Followed up with potential clients regarding online information requests. Presented and clearly explained insurance policy options to clients based on their needs and goals. Promoted client retention through high-quality service and follow through.
High School Diploma, General Studies1989South High Community － Worcester, MA