Insurance Broker
Current• Interviewed prospective clients to obtain data about their financial resources and desires, the physical condition of the person to be insured, and to discuss any existing coverages. • Analyze the collected data and cross reference with the available products to determine which choice would best suit the customer’s needs and budget.• Averaged a minimum of 4 appointments per day; produced by cold calling leads, inquiring about referrals and by hot knocking doors in the area.