Beruflich Dokumente
Kultur Dokumente
SUMMARY
Dedicated Accounting undergrad with academic experience in business, science, and accounting. Eager to take acquired
education, along with experience, to help support and grow with your firm. Bilingual self-starter with broad customer
service background. Skilled in developing relationships and providing exceptional individualized service. Ability to
establish priorities and adapt to a rapidly changing and challenging environment.
WORK EXPERIENCE
American Income Life July 2018 – August 2018
Sales Agent |
Customized insurance programs to suit individual client’s risk
Calculated premiums and establish payment methods
Advised clients on features, advantages, and disadvantages of various polices to promote sale of insurance plans
Provided financial guidance to clients to ensure that their retirement is customized to their financial needs.