Antonia W.
Identifying & Securing New Biz in the Financial and Insurance Sectors. Fostering Meaningful Partnerships, Understanding Client’s Needs, While Delivering Tailored Solutions and Financial Planning Services 7046156717
- Role
- Insurance Advisor at Messer Financial Group
- Location
- Charlotte, NC, US
- LinkedIn followers
- 500 followers
About Antonia W.
Developing Meaningful Business Relationships while understanding client’s…
Experience
Insurance Advisor
Jul 2025 — Present · US
Conducting assessments and needs analysis Advising and educating clients on the best insurance solutions for personal and financial benefits Helping secure families and prepare for college and/or retirement Excelling in areas of building trust and rapportFocusing on customer satisfaction and retention Exceeding goals and expectations while meeting all LIMRA guidelines and regulations
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