June 2007 — February 2014
I work as an independent contractor with Primerica Financial Services.
I strive to meet monthly office sales goals by offering families different solutions to their financial problems by teaching them simple money concepts.
Example of my services include generating a Financial Needs Analysis for my clients, helping them get proper income protection (Life Insurance) , retirement plans, college plans and emergency accounts.
I am also responsible for training and developing new agents.
Prior work with the company consisted of completed initial loan application for buyer's refinance.
Helped clients understand their loan documents and acted as the middle person between the client and loan processing center.