Brian Battista
Sales/Trading
- Role
- Insurance Sales Agent at AAA
- Location
- Santa Monica, CA, US
- LinkedIn followers
- 500 followers
About Brian Battista
Dynamic 30 year career encompassing an abundance of various roles from Institutional…
Experience
Insurance Sales Agent
Jan 2025 — Present · Los Angeles, CA, US
We sell insurance products to customers and build relationships with them. We also identify customer needs, recommend products, and resolve customer issues. Identify customer needs: Assess a customer\'s financial needs and recommend products that fit their needs. Suggest insurance products like personal lines, small commercial, and life insurance. Establish rapport with customers to increase loyalty and satisfaction Answer customer questions about insurance products and membership. Research and resolve complex customer service issues. Follow up with customers and insureds to check in and identify new business opportunities. Identify opportunities to sell additional products to existing customers. Collect premiums and bind coverage and enter policy data into insurance systems.
Education
Saint Joseph's University
Bachelor's Degree, Accounting
1990 — 1994
Xavier High School
Regents Diploma, Liberal Arts and Sciences/Liberal Studies
1986 — 1990
Skills
- Options
- Financial Advisory
- Fixed Income
- Alternative Investments
- Private Equity
- Derivatives
- Trading Systems
- Finance
- Electronic Trading
- Asset Management
- Investments
- Financial Markets
- Trading
- Investment Banking
- Financial Modeling
- Portfolio Management
- Hedge Funds
- Equities
- Capital Markets
- Series 7
- Etfs
- Trading Strategies
- Finra
- Bloomberg
- Venture Capital
- Securities
- Equity Derivatives
- Management
- Equity Trading
- Mutual Funds
- Series 63
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