Sierrah Taska
Life Insurance Agent
- Role
- Life Insurance Agent at Primerica
- Location
- Columbus, OH, US
- LinkedIn followers
- 500 followers
Experience
Life Insurance Agent
Apr 2025 — Present · Columbus, OH, US
Client Consultation:Meet with individuals and families to assess their financial needs and goals.Explain various life insurance options and how they align with clients’ future plans.Policy Recommendation:Analyze client needs and recommend suitable life insurance products (term life, whole life, universal life, etc.).Customize policies to fit client budgets and coverage requirements.Sales and Marketing:Generate leads through networking, referrals, events, cold calling, and digital marketing.Present and promote insurance products to potential and existing clients.Application and Enrollment Assistance:Help clients complete insurance applications accurately.Submit applications to carriers and follow up on approval processes.Client Relationship Management:Maintain long-term relationships with clients by providing ongoing policy support and advice.Conduct regular policy reviews to adjust coverage based on life changes.
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