Experiences at New York Life Insurance

Personal Financial Statement Analysis, Consulting of insurance products, Analysis of insurance for needs based of discretionary income, and Sales.

Educate clients on insurance and financial products and services and provide the products that meet their needs.

Educate potential clients on the importance of financial planning and life insurance. Help individuals choose financial products that fit their needs and budget.

Processed contact changes, AATC, Beneficiary Changes and Values Changes Answered Agent 800 line on a daily basis

Knowing people and willing to be diligent with study and own hours.

Recruited by New York Life for networking skills and community connections
Consistently in ranked in the top 10 of 36 agents in the district, and 2nd in my class.
First in the city to negotiate and sustain voluntary payroll deduction program for local construction company.
Specialties included Buy-Sell Agreement and family protection insurance.
On behalf of New York Life and because of my people skills and history as Past President of Lubbock Area Republican Women, was asked by management to attend Blindness Prevention, Diabetes Foundation, Heart Foundation, National Bull Riding and Boys and Girls clubs fund raising events sponsored by local NYL management, to further highlight the new presence and involvement of New York Life into the Lubbock Community.
Additionally, as a NYL agent I hosted 1 minor league hockey game, 1 MDA Telethon presenter, and was team captain for 1 mini-iron man triathlon bike turn-around....