Caiden Sloan
Insurance Producer Sales Manager @Pinnacle Life Group
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WORK HISTORY
Insurance Producer Sales Manager @Pinnacle Life Group
Conducted cold calls to prospective clients, enhancing communication and sales skills through direct interaction with a diverse range of individuals. • Developed and managed a portfolio of clients, gaining hands-on experience in client relationship management and customer service. • Assessed clients\' financial needs and goals based on various factors such as age, income, and health, ensuring tailored financial advice and solutions. • Educated clients on insurance products and their benefits, improving their financial literacy and helping them make informed decisions. • Positioned clients for financial peace by providing personalized insurance solutions that align with their long-term financial objectives. • Utilized CRM software to track client interactions and manage follow-ups, ensuring efficient and organized client management. • Demonstrated strong problem-solving abilities by addressing client concerns and finding suitable insurance products to meet their specific needs. • Improved negotiation and persuasion skills through regular practice in a sales environment, essential for successful financial advising.
EDUCATION
Northwood University
Bachelors, Finance
ABOUT CAIDEN SLOAN
I’m obsessed with building: leaders, businesses, and a life most people only talk…
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