Vanessa Carter

Health Insurance Agent at Ideal Concepts, Inc.
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Contact Information
us****@****om
(386) 825-5501

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Bio

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5.0

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Limarys Rodriguez - I ❤️ Marketing

I had a opportunity to work with Vanessa when we worked together on her company branding materials. We provided Build Your Credit Solutions with a website, logo, and graphic design for business cards, banners, flyers and brochures. Vanessa was always organized and on top of any request I had. She was great at communicating her vision, which helped with the end product. I recommend her highly.

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Experience

    • United States
    • Insurance
    • 100 - 200 Employee
    • Health Insurance Agent
      • Apr 2015 - Present

    • United States
    • Financial Services
    • 700 & Above Employee
    • Licensed Relationship Manager
      • Sep 2013 - Apr 2015

    • United States
    • Financial Services
    • 700 & Above Employee
    • Personal Financial Associate
      • 2011 - 2013

      Listen to customer’s needs and recommend the appropriate solutions. Provide coaching and training to branch employees, both licensed and non-licensed, on a regular basis Maintain extensive knowledge of banking products, services, policies and procedures for investment and insurance product sales Use CRM to document customer interactions, sales activities, facilitate follow-up and forecast sales results Maintain registration annually with The National Mortgage Licensing System and Registry in compliance with the Secure and Fair Enforcement for Mortgage Licensing (S.A.F.E.) Act Insurance/Life/Heath lisencense Maintain Series 6/63 Lead and manage overall sales performance of the branch to reach productivity and growth goals Show less

Education

  • Wilson Senior High School
    Diploma
    1996 - 2000
  • Alvernia College
    Bachelor of Business Administration (BBA)

Community

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