Shirley Katz Insurance
Licensed Insurance Agent, 03/2016
March 2016 — Present
Improved sales revenue and increased clientele. Conducted marketing plan to develop business to business relations. Retained current book of business and increase customer portfolio by up-selling products. Developed a referral program to establish a foundation to build a trusted referral partner. Composed insurance policies based on customers needs. Promoted Shirley Katz Insurance. Attended marketing and networking events.