Utilizing my prospecting and networking skills to assist clients in uncovering their needs and providing a solution for their insurance/financial future while provide customers with quality service, and world-class follow-up.Preforming Welcome to Medicare Seminars to educate beneficiaries turning 65 to start great relationship building to assist with their transition to Medicare.Received the accomplishment of being in the Top 20 Agent from the 2024 AEP in the Western Region with BCBS and was awarded the True Grit Award!

Creating marketing initiatives to attract new clients, meeting with potential clients to discuss their insurance needs, researching all available policy options to assure beneficiary has all their needs met.Developing and executing strategic sales plans to exceed sales goals through research and sales data.Developing beneficiary leads with outreach activities to continually building networking relationships.Ensure the highest levels of customer relationship. Work to provide personal attention to each client, assisting him or her with their buying decisions and educating them on the variables of benefit offered.Serve as an example of customer service excellence for the entire organization. Set standards of leadership and performance, serving as an example to other sales associates, accomplishing personal and business objectives, carrying out all duties through effective planning, organization, coordination and measurement of activities.Recognized as a community leader through the community involvement through coordinating activities in the community.