Casey Mattox
Investment Advisor Representative
- Role
- Licensed Health Insurance Agent at USHEALTH Advisors
- Location
- New York, NY, US
- LinkedIn followers
- 500 followers
About Casey Mattox
I am a finance professional specializing in fiduciary investment advice, retirement…
Experience
Licensed Health Insurance Agent
May 2017 — Present · Fort Lauderdale, FL, US
Reach out and secure new client accounts within highly competitive health insurance environment, prospecting for and aggressively pursuing sales leads. Have developed book of 100 clients.Key Achievements• Demonstrated persistence and enthusiasm in delivering warm / cold prospecting phone and virtual contacts over 4-year time period, identifying ways to fulfil needs and achieve commitment.• Build confidence and trust in clients by navigating all aspects of health insurance industry to provide accurate product information; remain current on emerging healthcare coverage trends and opportunities.• Issued and annualized volume (AV) and achieved all new agent career milestones within initial 13 weeks of service; also achieved AV insurance agent milestone. Attained $1+ million career production within 2-year time span. • Proactively obtained education and tools needed to succeed, including sales licensure in 29 states and 2-15 licensure for health, life, and variable annuities. • Earned reputation for providing clients with cogent, informative presentations and information, leveraging warm, inviting communication approach to keep them engaged. Encourage clients to produce referrals, key to establishing productive prospect stream.
Education
Valencia College
Accounting and Finance
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