Financial Planner
MetLife Alico
Total des années d'expérience :13 years, 9 Mois
• Call on policyholders to deliver and explain policy, to analyze insurance program and suggest additions or changes, or to change beneficiaries.
• Calculate premiums and establish payment method.
• Customize insurance programs to suit individual customers, often covering a variety of risks.
• Sell various types of insurance policies individuals including life & Accidents insurance
Interview prospective clients to obtain data about their financial resources and needs, the physical condition of the person or property to be insured, and to discuss any existing coverage.
• Seek out new clients and develop clientele by networking to find new customers and generate lists of prospective clients.
I’ve worked in company sales and relations which improved my potentials in communication and team-work spirit; and I’m ready to proceed on my path.