Lily Nestor
Financial Strategist @ Creative Financial Network
About
Motivated and personable professional with a B.A. in Psychology and minors in Business Law and Entrepreneurship. Proven success in sales and client relations, with strong skills in account management, relationship-building, strategic communication, and collaboration.
United States
Miami
Insurance
Market Analysis, Microsoft Word, Financial Analysis, Leadership, Relationship Building, Teamwork, Communication, Interpersonal Relationships, Integrated Marketing, Microsoft Outlook, Entrepreneurship
Experience

Financial Strategist
Miami, Florida, United States
• Managed the full sales cycle from prospecting and introduction, determining wants and needs, selecting product and presenting/building value, making the proposal, and closing the transaction. • Prospected consistently through networking events, real estate seminars, and 200+ cold calls daily to generate new business opportunities. • Educated clients on complex financial solutions to optimize long-term wealth building and asset protection, including cash value life insurance and annuities, with an average policy value of $9,000 in annual premium.

Policy Service
• Manage client relationships and policyholder accounts through CRM system with 97% customer retention. • Conduct needs-based sales presentations and deliver tailored insurance solutions, closing over $60,000 in annual life premium in Q1&Q2 of 2025 • Over 65% closing ratio with average deal size of $2,000 in annual life premium. • Actively recruit and train new team members, contributing to sales team growth.

Financial Strategist
Miami, Florida, United States
• Managed the full sales cycle from prospecting and introduction, determining wants and needs, selecting product and presenting/building value, making the proposal, and closing the transaction. • Prospected consistently through networking events, real estate seminars, and 200+ cold calls daily to generate new business opportunities. • Educated clients on complex financial solutions to optimize long-term wealth building and asset protection, including cash value life insurance and annuities, with an average policy value of $9,000 in annual premium. • Submitted over $100,000 in annualized life insurance premium to underwriting in Q4 2024 alone. • Completed Grant Cardone’s 10X Sales Training, mastering high-performance techniques in persuasion, objection handling, and goal-driven selling.

Research Assistant
Miami, Florida, United States
• Conducted meta-analysis in the context of psychological research, scanning extensive databases to gather information on child affect and behavior studies • Led the screening process of participants in various child psychology studies and assisted in the due diligence process for research meetings with team executives • Participated in collaborative design of research with a team of psychology scholars
Lily Nestor's Contact Information
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