Eberardo Duarte
Fresno
Summary
Dynamic Life Insurance Agent with extensive experience at Family First Life, excelling in client account management and relationship building. Proven track record in crafting tailored financial plans and enhancing policy awareness, resulting in significant sales growth. Bilingual and dedicated to delivering exceptional customer service, ensuring clients receive optimal coverage for their needs.
Overview
6
6
years of professional experience
Work History
Life Insurance Agent
Family First Life
01.2022 - 04.2025
- Participated in professional development opportunities such as training sessions and conferences to stay informed on best practices within the life insurance industry.
- Attended continuing education courses and workshops to gain additional insurance industry knowledge.
- Crafted clear, informative reports to explain life insurance policy features and benefits.
- Developed comprehensive financial plans for clients, ensuring proper coverage and security for their families.
- I also had the privilege of working with people where I was their team leader .
Life Insurance Agent
People Helping People Insurance
02.2019 - 01.2022
- Cultivated customer relationships to provide customized life insurance solutions tailored to individual needs.
- Retained existing clientele through regular follow-ups, policy reviews, and timely adjustments based on changing circumstances or needs.
- Leveraged industry knowledge to educate potential clients on the importance of life insurance, resulting in increased policy awareness and sales conversions.
- Analyzed customers' financial situations to recommend appropriate life insurance policies.
Education
Chirstopher High School
Gilroy, CA08-2015
Skills
- Insurance policy sales
- Building relationships
- Client service
- Client account management
- Team leader
- Bilingual ( fluent to speak and write in spanish )
- A lot of experience in customer service !
Languages
Spanish
Full Professional
Timeline
Life Insurance Agent
Family First Life
01.2022 - 04.2025
Life Insurance Agent
People Helping People Insurance
02.2019 - 01.2022
Chirstopher High School
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