Steven Edwards
Insurance Agent @Symmetry Financial Group
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WORK HISTORY
Insurance Agent @Symmetry Financial Group
Swannanoa, NC, US
Partnered with an IMO to provide tailored life insurance solutions (term, whole, universal, indexed, variable) through lead generation, needs analysis, and client consultations.• Guided clients through the application and underwriting process, ensuring policy issuance and exceeding sales targets while adhering to ethical and compliance standards.• Built and maintained strong client relationships, offering ongoing support and identifying opportunities for additional insurance or financial products.• Leveraged IMO resources for lead generation, training, and administrative support to effectively serve client needs and achieve organizational goals.
EDUCATION
University of South Florida
Bachelor of Science (B.S.)
University of South Florida
Master's degree
Colorado Technical University
Bachelor of Science in Accounting
SKILLS
ABOUT STEVEN EDWARDS
Accomplished and results-oriented professional with a proven track record in operations…
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