Riley Graham
Representative @Primerica
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WORK HISTORY
Representative @Primerica
CA
Life insurance license since September 2014.Helped families with investments and proper protection through a financial needs analysis.Provided assistance in the development of new agents and new office openings.Prepared various PowerPoint presentations and computer assignments.Built and maintained relationships with clients to ensure their financial needs were met.Conducted financial needs analyses to identify areas where clients needed assistance.Developed and implemented strategies to help clients achieve their financial goals.Maintained accurate records of client interactions and transactions.Stayed up-to-date with industry trends and regulations to provide clients with the best possible service.L
EDUCATION
University of Alberta
Bachelor of Engineering (B.Eng.)
SKILLS
ABOUT RILEY GRAHAM
About Primerica Primerica is a NYSE-listed company (symbol “PRI”) that helps…
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