Brian Mason
Life Insurance Agent at Legacy Wealth Partners- Claim this Profile
Contact Information
us****@****om
(386) 825-5501
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Location
Boca Raton, Florida, United States, US
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Bio
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Experience
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Legacy Wealth Partners
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United States
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Financial Services
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1 - 100 Employee
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Life Insurance Agent
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Feb 2023 - Present
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CEO and President
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SelectQuote Insurance Services
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United States
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Insurance
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700 & Above Employee
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Life Insurance Sales Agent
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May 2021 - Jan 2022
• Responsible for answering phones, cold calling, and responding to variety of marketing campaigns. • Conducted extensive needs analysis with customers and matched them with Medicare policies and ancillary products such as dental, eye, and hearing programs. • Helped families every day by ensuring they had correct amounts of coverage to protect their family’s financial security. • Represented over 12 A-rated carries that allowed me flexibility of unbiased comparison shopping. • Provided solutions to resident dispute, while updating contract reconciliations with current transactions and payment plans. Show less
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