I have worked in the insurance industry for the past 9 years. Most of that time has been spent on the sales side of insurance, helping consumers match the right products to their needs. And that is really what I feel I do, match products to needs, whether those needs are perceived or unperceived. I do not consider myself the stereotypical pushy salesperson by any means. Rather, I simply have discussions with customers about their current financial state and future financial plans.
Once I understand where a client is and where they want to go, we identify goals and potential pitfalls along the way. From there, we simply match up ways some insurance products can help them and their family today and in the future either to reach their goals or to overcome some of those identified obstacles.
I hope you find my laid back approach beneficial.