Internship opportunity where I worked closely with individuals to determine their financial needs and goals and focus on achieving financial success through strategical planning coupled with insurance and investment based solutions.

I help clients find the best insurance option to fit their needs and protect their assets, specializing in Auto, Home, Renters, Liability, Life, Annuities, Pet, Boat, ATV, snowmobiles, RV and Jewelry. Licensed in Massachusetts and Rhode Island.

* Travel to surrounding area schools to assist working adults with computer skills * Assist the computer instructor in designing lessons regarding basic computer usage skills * Teach adults how to create flyers in Word, enter data in Excel, and create PowerPoint * Perform clerical tasks, organizing class participants’ information

I help my clients understand their needs, so they feel confident in the coverages they select to adequately protect their auto, home, and life needs.

* Build rapport with customers to provide exceptional customer service and a customized sales pitch * ensuring customers are informed and inclined to purchase additional products. * Work closely with branch manager to learn about operations, strategic ways to minimize risk and raise overall branch revenue