Insurance Agent / Agency Owner
Safe Haven Financial Group
Aug 1999 - Oct 2010 (11 years 3 months)
• Developed a base for long-term sources of clients • Approached potential clients by utilizing mailings and phone solicitation • Made presentations to groups at company-sponsored gatherings; spoke publicly to community groups on the subject of financial well-being • Determined client needs and financial situations by scheduling fact-finding appointments • Determined the extent of present coverage and investments to ascertain long-term goals • Developed a coordinated protection plan by calculating and quoting rates for immediate coverage • Developed protection plans by calculating and quoting rates for long-term implementation • Obtained underwriting approval by completing application for coverage • Completed coverage by delivering