Independent Insurance Agent
Greenville, South Carolina Area
As an insurance sales agent I offered my clients comprehensive financial planning services, especially for clients approaching retirement. I developed and coordinated protection plans by calculating and quoting rates for immediate coverage action and long-term strategy implementation.These services include Life Insurance, retirement planning, estate planning, and help in setting up pension plans for businesses. I approached potential clients by utilizing mailings and phone solicitation;… Show more As an insurance sales agent I offered my clients comprehensive financial planning services, especially for clients approaching retirement. I developed and coordinated protection plans by calculating and quoting rates for immediate coverage action and long-term strategy implementation.These services include Life Insurance, retirement planning, estate planning, and help in setting up pension plans for businesses. I approached potential clients by utilizing mailings and phone solicitation; making presentations to groups at company-sponsored gatherings; speaking publicly to community groups on the subject of financial well-being. Show less