Deborah A. Beard Email & Phone Number

Greater New York City Area

I solicit and meet with potential clients to educate them about financial literacy. I interview prospective clients to obtain data about their financial resources and needs, the physical condition of the person to be insured, and to discuss any existing coverage.I explain features, advantages and disadvantages of various policies to promote the sale of insurance plans; calculate premiums, and establish a payment method.I sell various types of insurance policies to businesses and individuals; fixed annuities.Follow up with clients and potential clients by email, phone, and mailings. I attend various networking events.

Greater New York City Area

Greater New York City Area

Sold various types of policies and fixed annuities. Ensured that policy requirements are fulfilled, including any necessary medical examinations, and the completion of appropriate forms.Maintained all required records in complete confidentially. Complied with all industry rules and regulations regarding fiduciary agreements.Actively participated in on-going training, and networking events.

Greater New York City Area

PTA President. Worked closely with dedicated parents to bring the best education and services to the students. Chaired meetings regarding tuition, school lunches, curriculum, etc.Established fund raising events. Acted as liaison with publishers regarding book fairs.Assisted on field trips, and after school programs. Implemented study programs under the guidelines of The Archdiocese of New York to help students gain admittance to Catholic high schools.

Greater New York City Area

Liaison with building management, maintenance staff, and all vendors. Maintained office budget.Purchasing agent for office supplies and artist's materials. Oversaw mail room and messenger operations. Supervised temporary and permanent administrative support staff.Kept and maintained confidential company records.