Her Story
About Kimberly
With over eight years of experience in the insurance industry, I’ve developed a strong foundation in helping individuals and families choose coverage that aligns with their unique needs and long-term goals. I recently expanded my services to include estate planning, allowing me to support clients in protecting both their assets and their legacy.
My day-to-day work includes connecting with prospective clients, scheduling consultations, and conducting needs-based assessments to recommend appropriate solutions. I meet with clients through phone calls and virtual appointments, including Zoom, to provide flexible and convenient service. I also utilize a CRM system to manage client relationships and follow up on leads, in addition to networking and building connections within the community.
Through my estate planning program, clients still benefit from licensed attorneys who prepare essential documents such as trusts and wills. However, the process is often more streamlined and cost-effective when working through me, making it a practical and accessible option for many individuals.
My focus is always on providing personalized, reliable guidance that helps clients make informed decisions and feel confident about their financial future.
If you want, I can �tighten this into a shorter LinkedIn version or �make it more conversational for social media.
Her Interview
Ten minutes with Kimberly
01What are the biggest challenges or opportunities in your field right now?
I would say the only challenges when it comes to insurance is people and their reliability as prospects. Some people are like, oh, I'm interested, then they avoid your calls. Everybody needs it, but they don't see the importance until they need it. They like to spend money on coffee every day, but they don't want to get a life insurance policy for less than $30 a month. That's the sad part.
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