As an Internal Marketer I develop and recommend life insurance products for varying client situations. I analyze and determine which companies would suit the situation best and determine the best value for the clients. I am able to build relationships with the advisors as I communicate directly with them on a daily basis.

As a compliance consultant, I review and approve advertising and promotional materials, agent conduct reviews, and general regulatory and compliance-related matters. It's our responsibility to maintain inventory of life and annuity communications and marketing collateral including the tracking, sunset dates, usage, and category of all projects. While reviewing material, it's important to understand how the material will be used, as well as the information presented to the target audience.

 Analyze product information, contract provisions and individual consumer needs related to each annuity transaction. Contact clients and/or agents as needed to complete analysis, while documenting all findings. Assists in special projects, such as piloting new processes and testing internal systems.

Verify new business cases have correct paperwork abiding by state laws and regulations.Daily use of Microsoft products.Completed LOMA 281.Facilitated customer- and agent-focused activities such as allocation changes, form request, and address change.Assist clients and agents regarding policy questions and procedures.Review policy details for explanation of products.

Worked as an independent contractor while encountering an exceptional amount of self discipline.Practiced confidentiality and expedition of processing patient records.Demonstrated accurate terminology and perfection.