Holly Kempton
- Role
- President & Retirement Solutions Specialist at Lifelite Financial
- Location
- Mesa, AZ, US
- LinkedIn followers
- 500 followers
About Holly Kempton
Working in the financial services industry, with a focus on small business consulting…
Experience
President & Retirement Solutions Specialist
Aug 2017 — Present
Customize client\'s short and long-term financial plan using access to a wide variety of retirement planning and life insurance products and strategies mainly focused on tax-free income, tax-deferred accounts, risk-free asset growth and protection with better predictability, maximum accumulation and guaranteed lifetime income.\\\\n\\\\n⁕ Conduct needs analysis by interviewing prospective clients to obtain data about financial resources and needs. Observe the condition of the person or property to be insured, and review any existing coverage.\\\\n\\\\n⁕ Educate clients on various financial strategies by explaining unique features, advantages, and disadvantages of various policies and programs to determine the plan that will best meet the needs and goals of each client.\\\\n\\\\n⁕ Ensure policy and plan requirements are fulfilled, including any necessary medical examinations and the completion of appropriate forms.\\\\n\\\\n⁕ Develop leads and new clientele through networking, referrals, marketing, and lead generation.\\\\n \\\\n\\\\n \\\\n \\\\n\\\\n \\\\n
Education
AIM Leadership
Leadership Training
2010 — 2010
Social Media Examiner
Social Media Marketing
Skills
- Strategic Partnerships
- Business-to-Business (B2b)
- Customer Relationship Management (Crm)
- Sales
- Social Media Marketing
- Lead Generation
- Copywriting
- New Business Development
- Salesforce.com
- Sales Management
- Microsoft Office
- Market Research
- Direct Sales
- Microsoft Excel
- Sales Operations
- Leadership
- Marketing
- Online Advertising
- Marketing Strategy
- Team Building
- Customer Service
- Team Leadership
- Social Media
- Online Marketing
- Educating Youth on Empowerment and Life Skills
- Management
- Start-Ups
- Sales Process
- Blogging
- Training
- Strategy
- Public Speaking
- Software as a Service (Saas)
- Digital Marketing
- Strategic Planning
- Account Management
- Entrepreneurship
- Advertising
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