Michelle Spradley

Insurance Service Agent @Equis Financial

Nashville, TN, US

Prospect and generate leads through various channels-Develop and maintain a client database to keep track of potential leads and follow-up activities-Conduct in-depth interviews with potential clients to understand their financial goals, family situation, and insurance requirements-Analyze clients\' existing policies and coverage to identify gaps or improvement opportunities-Educate clients about different types of life insurance policies, including term life, whole life, universal life, and variable life insurance-Explain each policy\'s features, benefits, and exclusions, helping clients make informed decisions-Tailor insurance packages to meet individual client needs, taking into account their budget, risk tolerance, and long-term financial objectives-Recommend appropriate riders and endorsements to enhance policy coverage as needed-Assist clients with completing insurance applications accurately and efficiently-Collaborate with insurance underwriters to ensure smooth processing of applications and timely policy issuance-Provide ongoing support and excellent customer service to policyholders, addressing their inquiries, policy updates, and claims assistance-Conduct policy reviews periodically to ensure coverage remains adequate as clients\' circumstances change-Adhere to industry regulations and company policies, ensuring all required documentation is completed accurately and promptly-Stay up-to-date with industry trends, insurance products, and sales techniques through continuous learning and training programs.

Holmes Community College

Associate of Arts - AA, Social Work

University of Phoenix

Bachelor of Applied Science (B.A.Sc.), Finance

University of Phoenix

Master's degree, Business Management