A fast-paced environment where I have learned extensive product knowledge and developed business relationships with Financial industry leaders in Annuities and Life insurance.
I enjoyed coaching Advisers new to life insurance to the added bonuses of being able to offer alternatives to there client's portfolio. To be able to review current policy and provide case design to enhance peoples lives is a rewarding position.
Learning from industry leaders
It can be a challenge to keep up with product changes and when cap rates decrease.