mgrant02
| Forum role | Member since | Last activity | Topics created | Replies created |
|---|---|---|---|---|
| Member | Jan 23, 2009 (17 years) |
- | 0 | 1 |
- Forum role
- Member
- Member since
Jan 23, 2009 (17 years)
- Last activity
- -
- Topics created
- 0
- Replies created
- 1
Bio
have been in the business of providing solutions that protect people's financial security since July 3 2001.
I have entered the business as an Agent working for a smaller company where I did very well. I realized I wasn't able to offer more products and was leaving money on the table, when the product I did sell wasn't the right fit for my client's needs.
After several years of being limited to what I could sell, I decided to go out on my own and start a broker business. Since then, I have been able to offer more options and help those who have a need to find the most appropriate plan for them, without wasting precious and valuable time dealing with too many agents who want to sell their own product.
My mission is to embrace every qualified opportunity as it was my own. My commitment to each person is the passion I have to listen to my clients and their referral's needs. I will build a level of trust which will allow our relationship to grow and prosper in an insurance market that can be intimidating and overwhelming.
My goals in the next year are to find more business that are not happy with any spectrum of their insurance plan, agent, or company and show them that there is someone here that will change how they look and feel about the insurance sales industry.
I would love to be introduced to individuals who own businesses with 5 or more employees. This business owner is the type that understands the importance of providing benefits to their employees, which in turn will save the company thousands of dollars from having to recruit, hire, and train new employees without any guarantees that the employee will stay.
I would also love to be introduced to independent people who have a need for individual health, life, disability, and long term care insurance.
My goal is to increase business each year by 20% while staying consistent with the way I take care of each client and continue building value in the relationship.