Vicky H. Email & Phone Number

United States

United States

call center - stock transfer agent

Assisting families to plan ahead for their final wishes, including the option to plan ahead for an Eternal Reefs memorial.

I manage the "Advance Planning" client database for Eternal Reefs, where I assist families in the completion of their plans to have a memorial reef created for themselves and/or their loved ones.

Madison, Nc (Serving Greensboro And Surrounding Locations)

Agent licensed to sell insurance through New York Life Insurance Company

Implemented a brand new program in which final expenses where funded through insurance policies. Followed up with families to educate them in the areas of claims filing and making final wishes known for their own arrangements and funding. Oral presentations where made to families, senior community groups and at trade shows to promote the program. I maintained excellent client and business relationships in the community.

I provided sales and service, in evaluating the needs of my current clients. Processed death, cancer and accident claims, as well as collected premium payments.

Education record

Education record

Graduate