Small Business Owner
CurrentCompiled lists of prospective clients for leads for additional business Contracted prospective clients and explained features and merits of policies offeredRecommended amount and type of coverage based on analysis circumstances and utilized sales persuasive techniques Calculated and quoted premium rates for recommended policies, using calculator and rate books Called on policyholders to deliver clients policy’s, and suggest future additions for there familyCollected premiums from policyholders and kept records of payments Collected information from clients to determine their eligibility for financial programs Recommended strategies clients can use to achieve their financial goals, in areas of cash management, insurance coverage, and investment planning.• Researched and investigated available investment opportunities to determine whether they fit into there financial programs.Sold Insurances for Health, Variable Annuities, Life, and Accident to new and current clientsAnalysis software for financial and retirement needsInterpreted for clients information such as investment performance Sold and managed financial products such as annuities, mutual funds and insurance Conducted seminars and workshops for financial planning such as retirement planning, estate planning, and other planning packagesAuthorized release of funds to clientsReviewed clients accounts to keep them up to date on economic changes, financial performance to indicate a need for a plan reassessment. Bought and sold items on E-BAY for clients and Botts EnterprisesIncome tax preparer