Darion Shields Email & Phone Number

Houston, Texas, United States

Houston, Texas, United States

• Receives and responds to incoming calls from investment professionals, plan sponsors and members on a variety of topics.
• Responsible for interpreting and applying all changes and enhancements to new and old products, based on the daily change communications.
• Maintains a record of the conversations and follows a process of documentation to support our strategy of knowing our member better than anyone and use the information in a way that drives the relationship deeper.
• Educates customers to ensure understanding of tax implications, penalties/surrender charges, death benefit protection, lifetime income, capital preservation and/or benefits pertaining to the plan/contract.
• Analyzes problems to determine proper course of action, striving for first time final resolution.

Houston, Texas, United States

• Determined financial needs by assessing existing coverage and aligning new products and services with long-term goals.
• Educated clients on insurance policies and procedures.
• Cultivated relationships with clients to identify and meet insurance needs and establish trust and rapport.
• Researched and evaluated new benefits programs to select cost-effective providers and coverage levels.
• Analyzed and reported on employee benefits data to identify trends and develop strategies for improvement.

Houston, Texas, United States

• Developed and implemented successful marketing strategies to increase personal brand visibility and sales performance.
• Delivered energetic responses to customers in-store and by telephone, going above and beyond to serve needs.
• Provided innovative coaching and mentoring to align with corporate sales and service goals.
• Followed-up on warm Internet leads and responded to customer questions about vehicle availability, price, and options while fielding inquiries from various marketing websites.
• Developed strong rapport with customers and created positive impression of business.
• Top 10 in E-commerce close ratio in Houston Market (2022)