Kailyn Ebb
PMP Certified Project Manager | Federal & Corporate Program Leadership | Procurement, Process Optimization & Stakeholder Engagement | Driving Results Through Strategy & Innovation
- Role
- Financial Consultant at Arkshire Financial
- Location
- Washington, DC, US
- LinkedIn followers
- 500 followers
About Kailyn Ebb
Dynamic project management professional with a strong background in business strategy…
Experience
Financial Consultant
Aug 2022 — Present · US
Develops and maintains a client base; seeks new prospects via referrals, direct mail, social media, group presentations, promotions, and other methods.• Consults with clients and prospective clients to assess insurance needs, budget, financial planning goals, and other relevant details.• Provides rate quotes and coverage recommendations; assists with long-term planning.• Assists with completion of application and other necessary paperwork; obtains underwriting approval.• Delivers policy and plan documents.• Follows up with clients on a periodic basis to assess financial, family, and other changes that may warrant modification of coverage.• Facilitates distributions to beneficiaries as directed on the death of the policyholder.• Developing marketing strategies and promote all types of new insurance contracts or suggest additions/changes to existing ones.• Breeding productive relationships to create a pool of prospective clients from various sources by networking, cold calling, using referrals etc.• Maintain bookkeeping systems, database and records.
Education
Florida Institute of Technology
Bachelor of Science - BS, Business and Environmental Studies
2014 — 2019
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