Industry:InsuranceEmployment Period:November 2020 to January 1970 (1 Month)Duties and Responsibilities:
- Conduct in-depth consultations to assess clients' financial status and life insurance needs.
- Monitor overdue payments and track arrears.
- Track Insurance due dates and ensure timely follow-up with Clients
- Keep the system record updated
- Develop personalized wealth management plans, focusing on life insurance, retirement, and estate planning. Recommend life insurance policies aligned with clients' financial goals.
- Regularly review and update clients’ financial plans, providing advice on market trends and financial products. Stay informed on changes in regulations and tax laws.
- Ana is an experienced professional with over a decade of expertise in property management and financial services.
- She has a strong background in real estate transactions, assisting clients in buying, selling, and renting properties while ensuring legal compliance.
- Additionally, she has extensive experience in financial planning and wealth management, specializing in life insurance, estate planning, and investment strategies.
- She holds a Bachelor of Science in Business Administration, Major in Financial Management, and has completed multiple industry-recognized trainings, including:
- Million Dollar Round Table (MDRT) Achiever (2021, 2022) – Recognized for exceptional performance in financial advisory services.
- Registered Financial Planner (RFP) Certification (2016) – Validating her expertise in financial planning and wealth management.
- Estate Tax Planning & Wealth Management Seminars – Keeping her up-to-date with tax laws and investment strategies.
- Successfully manages property listings, tenant communications, and lease agreements, ensuring smooth transactions and regulatory compliance.
- Consistently ranked among the top financial advisors, recognized for outstanding performance in insurance and wealth planning.
- Proven track record of acquiring and retaining clients through personalized financial and property management consultations.
- Manages contracts, payments, and financial records with precision, ensuring streamlined operations in both real estate and finance.
- Skill Proficiency:
- Real Estate Management & Market Analysis
- Financial Planning & Insurance Advisory
- Client Relationship Management
- Sales & Business Development
- Administrative & Compliance Documentation
- Tech / Software Proficiency:
- CRM Tools for Client and Property Management
- Financial Planning Software
- Microsoft Office (Excel, Word, PowerPoint)
- Property Listing & Management Platforms
- Can start immediately.
Predictive Index Behavioral Profile - PromoterStrongest Behaviors
- Extremely informal, extraverted, and outgoing; gets familiar very soon after you meet. Communicates effusively, flexibly, and engagingly; draws others into the conversation.
- Almost exclusively focused on people, building relationships, and teamwork rather than technical matters. Uninhibited; very open and trusting in sharing thoughts and in asking personal questions.
- Proactively connects quickly to others; open and sharing. Builds and leverages relationships to get work done.
Behavioral SummaryAnna Lorraine is an outgoing, talkative, very friendly individual, a lively and stimulating communicator. A good mixer who is poised, active and responsive in social situations.
The complete extravert; informal and uninhibited in their behavior; understands people well and is capable of using that understanding to gain the friendship and cooperation of others. It is important to this individual to be liked and accepted, and they express themself to individuals or groups with warmth and enthusiasm. Easily understands and accepts other viewpoints, ideas, and feelings, and can be effective at getting diverse groups to come together and collaborate.