Peris Wandeto
Licensed Agent - Benefits Specialists @North American Senior Benefits
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WORK HISTORY
Licensed Agent - Benefits Specialists @North American Senior Benefits
MI, US
Advise individuals and families on income protection and long-term financial planning through tailored life insurance solutions (Term, Whole, IUL).• Deliver a consultative experience from needs assessment to policy activation, resulting in a 75%+ consultation-to-sale conversion rate.• Maintain a portfolio of active clients with 95%+ retention, driven by personalized service, policy reviews, and proactive communication.• Increased upsell and cross-sell effectiveness, growing client policy value by 25% YoY through needs-based follow-ups.• Ensure 100% data integrity in Salesforce CRM for pipeline tracking, lead follow-ups, and client relationship management.• Collaborate with underwriters and insurance carriers to expedite application approvals, reducing processing time by 30%.• Lead community education sessions to promote awareness around financial planning and benefits literacy.• Achieved a 4.8/5 average client satisfaction rating based on post-enrollment feedback.
EDUCATION
Kenya Institute of Management
Diploma, Business Management
Strathmore Business School (SBS)
Master of Commerce, International Business Management
Egerton University
Bachelor of Commerce (B.Com.), Finance and Banking
SKILLS
ABOUT PERIS WANDETO
I build and optimize the systems that drive revenue, efficiency, and scalable growth. …
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