Barbara Sarti
Wealth Protection Specialist @Symmetry Financial Group
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WORK HISTORY
Wealth Protection Specialist @Symmetry Financial Group
Determine clients\' particular needs and financial situations by scheduling appointments; determining extent of present coverage and investments; ascertaining long-term goals-Develop a coordinated protection plan for clients by calculating and quoting rates for immediate coverage and long-term strategy implementation- Meets with prospective clients either virtually or in home to present coverage options that fit the clients best interest- Obtain underwriting approval by completing an application for coverage. Completes coverage by delivering policy; planning future follow-up visits and evaluations of client needs- Provide continuing service by processing changes in beneficiary and policy loan applications as needed- Provide death benefits by delivering policy proceed and reassessing client needs- Update job knowledge by participating in educational opportunities; reading professional publications; maintaining personal networks; participating in professional organizations- Enhance agency reputation by accepting ownership for accomplishing new and different requests; explore opportunities to add value to job accomplishments.
EDUCATION
Southern Adventist University
PSYCHOLOGY
Extended Stay Airbnb Business Course
Airbnb Business
ABOUT BARBARA SARTI
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