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insurance sales representative

  • Seek out new prospective business over the phone, online and in person
  • Service existing book of business to maintain a high retention rate
  • Educate the customer and lead them to the best coverage options
  • Establish connections with the underwriting teams of over twenty different companies

insurance sales representative/unit field trainer

  • Met with prospects to obtain data about their financial resources and insurance needs.
  • Sold insurance policies and financial products to individuals including life insurance, Medicare Advantage, Medicare Supplement insurance, fixed annuities, variable annuities, mutual funds, and long term care
  • Sought out new clients with marketing campaigns and multiple methods of prospecting including phone and personal introductions
  • Educated seniors in their own homes on their rights, options, and entitlements under the federal medicare program and helped them select their post retirement insurance coverage.
  • Promoted to Unit Field Trainer within first year to help develop and train new agents that came into the company.

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