Experience

Money Concepts

• United States
• Financial Services
• 300 - 400 Employee

• Life Insurance Specialist

  • Nov 2014 - Present

  My goal is to impress upon my clients the importance of being proactive and help them make life insurance a priority. Many people feel that their financial lives aren’t where they should be, and they are overwhelmed by the prospect of buying life insurance. I am here to first teach my clients about what can be a complicated and boring topic in a way they understand. Then, I help them navigate through their many options to find the best policy to fit their needs and budget. As a parent myself, I understand the comfort that comes once that safeguard is in place. The understanding I offer my clients and my ability to calmly walk them through life’s challenges is what sets me apart. I love people, and I take great satisfaction in working with them each and every day to aid them on the path toward reaching their financial objectives. Show less



Benefit Planning, Inc. Financial Services for Federal Employees

• Financial Services
• 1 - 100 Employee

• • Mar 2014 - Present

• • Mar 2014 - Nov 2014

  Worked at this Money Concepts company doing business processing, account preparation and client service before transitioning to Life Insurance Specialist.