Duncan M.
Sales @ISM AFRICA
Kansas City, MO, US
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WORK HISTORY
Jun 2024 — Present
Sales @ISM AFRICA
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Provide personalized financial consultations to individuals and families across diverse backgrounds.Independently research and source insurance products from multiple carriers to meet client needs.Build and maintain a remote book of business through referrals, virtual seminars, and digital marketing.Advise on long-term planning strategies, including retirement, estate planning, and investment alignment.
ABOUT DUNCAN M.
With a foundation in health sciences and certifications including the SIE, Series 6, and…
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