SUMMARY OF QUALIFICATIONS
Financial Advisor
• Develop and implement sales plan and manage all phases of the sales cycle from prospecting to close and follow-up support.
• Represent a full line of insurance and financial products, serving as a trusted advisor to businesses and individuals.
• Proficient in all of the company’s products, including Long-Term Care, Life Insurance, and Annuities
• Researched, identified and successfully sold to potential targeted clients through company provided leads, referrals, and through extensive cold calling.
• Implemented strategies to increase production and the effectiveness of training programs.