Patrick Puorro

Agent

• Help families identify income gaps, obtain appropriate insurance, and plan for retirement
• Conduct financial needs analyses during client appointments using proprietary tools
• Run client appointments after training and mentorship
• Complete licensing preparation and study support if needed
• Attend real appointments for field training before conducting independent appointments
• Participate in weekly training on sales, products, and mindset
• Learn and use Financial Needs Analysis and CRM platforms
• Build a financial services practice and potentially develop a team

Life & Health Agent, Licensed or Pre-Licensed