Insurance Sales, Registered Representative
Primerica Financial Services
Identified clients' financial needs and created tailored proposals to address those needs. Managed a team of over 20 representatives, providing guidance and support to enhance their performance. Assisted in the recruitment of hundreds of new representatives to the organization, significantly expanding the team. Engaged potential clients through effective outreach strategies to communicate available services and solutions. Successfully marketed services, including trusts, investments, and check… Show more Identified clients' financial needs and created tailored proposals to address those needs. Managed a team of over 20 representatives, providing guidance and support to enhance their performance. Assisted in the recruitment of hundreds of new representatives to the organization, significantly expanding the team. Engaged potential clients through effective outreach strategies to communicate available services and solutions. Successfully marketed services, including trusts, investments, and check processing solutions. Prepared required documents and agreements for finalizing sales transactions. Delivered compelling presentations on financial services to groups, effectively attracting new clientele. Conducted client interviews to assess their financial goals and provide tailored solutions. Show less