Susan Pulse

Susan Pulse

Financial Services Professional

Member

Financial Services | Investment

Financial Services Professional

Life Insurance

Disability Insurance

Worksite Solutions (Ancillary Benefits)

Long Term Care

Filing Cabinet

MassMutual-Perimeter

MassMutual-Perimeter

404-704-3899

3720 DaVinci Court
Suite 150
Peachtree Corners, GA 30092

Website

Company

Members I've Invited

Ben Battell

Ben Battell

Roderick Pierre

Roderick Pierre

Sponsorship

AlphaTester 02/23/2022

Contribution

Alpharetta Team

Joined on 01/08/2020

Leadership

TeamCoOrdinator 10/04/2021
ParticipationCoOrdinator 12/07/2020

Team

Team

PowerLinks Certificate 01/31/2020
InfoMinute Seminar 11/15/2021
Orientation Essentials 11/15/2021
Best Client Workshop 02/15/2021
Filling the Filing Cabinet Workshop 12/21/2020
InfoMinute Seminar 09/21/2020
GateOpener Workshop 03/16/2020
Orientation Essentials 01/20/2020
7-Minute Presentation Workshop 01/20/2020
InfoMinute Seminar 01/20/2020

Development

Being able to quote multiple carriers at once gives me the ablility to show my clients what product will work best for their specific situation, and that gives us a good springboard to work with when having a converstion about what it is they want and need.  That conversation can truly bolster the relationship we have and save my clients a lot of time. 

After the client relationship is established, my clients can always call me directly, rather than calling the 800 number listed on their statements, or on their policy, to get their questions answered.  There are things clients may need done (change benficiaries, their address, their payment date, etc.) which I can handle for them in a timely manner, and many times, much more quickly than going through the customer service channels.

The relationship I develop with my clients is extremely valuable - I am a resource for them, and I pride myself on being able to refer others to them who I know personally, like and trust.  A personal recommendation can save my clients a lot of time and effort, helping them to get their problem solved much more quickly.  

Referral Trigger Response