Life Producer License, 06/2021
Whole life, Term life, IUL, Annuities
Independent Insurance Broker, 07/ 2021 - 10/2021 @ Family First Life
Acquire and maintain new sales leads
Build client relationships for future business
Analyze the current health and financial status of each client
Interview and help clients understand insurance qualifications
Possess deep product knowledge to guide and answer inquiries
Educate potential clients on the importance of having life insurance.
Solar Consultant, 06/2020- 10/2020 @ Sunrun Solar
Delivered product information to clients remotely and in-person
Greeted potential clients with enthusiasm to build rapport
Analyze market research to obtain the most qualified clients
Inquired about each client's needs and interests in converting to solar
Maintained strong knowledge of all products associated with solar
Offered optimal products to meet customers' needs
Clarify product information, address customer inquiries
Processed client info to ensure qualification adherence
Delivered amazing service to retain clients and generate referrals .
