Jean Schachter
Sales Assistant and Customer Service Representative @Allstate Financial Services, LLC
Signup · Get unlimited contacts
WORK HISTORY
Sales Assistant and Customer Service Representative @Allstate Financial Services, LLC
Working for the Allstate Financial Services\' top financial advisor, schedule appointments with existing clients and new in-house referrals within the company’s appointment calendar and CRM for life insurance and retirement planning. Manage financial advisor’s calendar. Utilize high impact communication skills to profile prospective clients regarding their retirement planning needs and life insurance. Manage the administration of the Artificial Intelligence system in responding to client inquiries. Work with Allstate’s team of top performing financial professionals and agents by visiting their offices and working their books of business. Coach and mentor staff members to maximize referrals for Allstate Life and Retirement opportunities
EDUCATION
New York University
Computer Programming
Louisiana State University
Mathematics
SKILLS
ABOUT JEAN SCHACHTER
With 20+ years diverse experience in sales and marketing, public relations, marketing…
This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.