Jen Hobin Email & Phone Number

Halifax, Nova Scotia, Canada

Halifax, Nova Scotia, Canada

Halifax, Nova Scotia, Canada

Halifax Area, Canada

Halifax, Canada Area

- Solicit new clients and develop clientele by leads, cold calls, and referrals. - Review existing clients insurance policies and advise if further coverage is needed. - Meet prospective clients to retrieve information about their financial situation, physical condition, needs, and any existing coverage.- Explain features, advantages and disadvantages of different policies to promote sale of insurance.- Customize insurance policies to suit the need of each client. - Ensure that policy requirements are fulfilled, including any necessary medical examinations and the completion of appropriate forms.

Calgary, Canada Area

- Ensured schedule for estate planners and lawyers were full to maximize billablehours.- Assisted with seminars and commercial to bring in new clients.- Created schedules weekly for staff.- Proof read Wills, Enduring Power of Attorneys, and Personal Directives.- Organize and research deceased clients files, making sure all tasks were completed. - Sat in on all legal meetings as witness. -

Halifax, Canada Area

- Assisted Plan Administrators with their group insurance policies- Set new clients up with policies- Educated customers and supported any customer inquiriesregarding health, dental and life insurance policies- Achieved and surpassed set out targets on a consistent basis