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Pearl Moffett

Benefits Advisor @AMBA

Phoenix, AZ, US
EMAILS
p••••••••@tasconline.com
MOBILE NUMBERS
+14•••••••87

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WORK HISTORY

Jan 2024 — Present

Benefits Advisor @AMBA

US

I am passionate about helping retired individuals with their individual insurance needs and retirement protection. The products I currently offer are Medicare, STC,(Home health care) LTC, Whole Life, Fixed Indexed Annuities, Dental, and Vision.

SKILLS

Customer ServiceSalesProject ManagementMicrosoft ExcelTeam BuildingSales ManagementStrategic PlanningNegotiationCustomer SatisfactionProcess ImprovementMarketing

ABOUT PEARL MOFFETT

AMBA equips individuals with tailored insurance solutions, focusing on retirement protection, Medicare, long-term care, and fixed-indexed annuities. As a Benefits Advisor with over 1.5 years of experience, the role emphasizes building trust with clients to address their unique needs through a wide range of insurance products, including complete retirement portfolios. Previously, contributions at Aetna centered on managing and training 500 brokers to excel in Medicare sales, fostering broker relations, and implementing effective market strategies. These efforts supported compliance, operational efficiency, and enhanced service for senior populations. By aligning teamwork with strategic objectives, the goal remains to simplify benefits for retirees while driving organizational success.

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