Alan Pielechaty

Bachelor's

Finance

One Digital

Licensed Benefit Advisor

- Assess client's insurance needs and provide expert guidance on suitable benefit plans - Conduct comprehensive consultations to educate clients on coverage details, premiums, and benefits - Navigate enrollment processes efficiently, assisting clients with paperwork completion and submission while maintain compliance with regulatory requirements - Cultivate and nurture long term client relationships through proactive communication and personalized service, earning trust and loyalty - Exceeded sales targets consistently, contributing to the company's revenue growth and market expansion initiatives