Tikiera Lepre

Insurance Agent @Bankers Life

Tampa, FL, US

Bankers Life focuses on the insurance needs of the middle-income retirement market by specializing in Long-Term Care Insurance, Life Insurance, Annuities, Medicare Supplement Insurance, Critical Illness Insurance. Duties are as follows- Develop a base for long-term sources of clients by using leads, referrals, occupational, and special-interest groups to compile lists of prospects- Determine clients\' particular needs and financial situations by conducting needs analysis; determining extent of present coverage and investments; ascertaining long-term goals- Develop a coordinated protection plan by calculating rates for immediate coverage and long-term strategy implementation- Provide continuing service by processing policy changes and conducting annual policy reviews- Update job knowledge by participating in educational opportunities; reading professional publications; maintaining personal networks; participating in professional organizations.