Alison Free
General Securities and Insurance Representative
- Role
- Financial Advisor Retirement Specialist- Fl Licensed Insurance Rep with Series 7 License at Bankers Life
- Location
- Sarasota, FL, US
- LinkedIn followers
- 500 followers
About Alison Free
Respected professional with an intuitive ability to identify and anticipate company and client needs. Development of systems, controls and procedures ensures a steady growth of long term company goals. Results-oriented B2C/B2B sales professional & entrepreneur skilled at new business development and capturing market share through relationship building and creative marketing. Intimate knowledge of customers’ needs & concerns and ability to employ a partnership approach aimed at helping clients achieve their goals, results in client loyalty and retention. Leadership skills proven to build team morale and unity through strategic goal-oriented processes. Able to develop, maintain & leverage relationships at all levels and employ a solutions-oriented approach to all situations. Driven to exceed expectations, determined to be the best, and motivated to positively impact others I am an agent licensed to sell insurance through Bankers Life and Casualty Company. Bankers Life is the marketing brand of Bankers Life and Casualty Company, select policies sold by Colonial Penn Life Insurance Company and select policies sold in New York by Bankers Conseco Life Insurance Company (BCLIC). BCLIC is authorized to sell insurance in New York. Policies are subject to state availability.
Experience
Financial Advisor Retirement Specialist- Fl Licensed Insurance Rep with Series 7 License
Aug 2013 — Present · Sarasota, FL, US
Ability to provide support and strategies to assist with putting a secure retirement plan in place. Holds a Series 7 Securities License to assist with IRA accounts, 401K & 403B rollovers, annuities and brokerage accounts. As a Medicare expert, can provide education to people preparing to receive their Medicare entitlements. Bankers retirement program is second to none in the industry offering Medicare Supplements, Long Term Care Insurance, Universal Indexed Life Insurance and Fixed Indexed Annuities with Guaranteed Lifetime Income. Building relationships with trust and confidence that always puts the clients\' needs first to positively impact their lives and future.
Education
Edison State College
AS, Paralegal Studies
2009 — 2010
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