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