Sandriene Simon

Helping my clients protect their financial security as they plan for retirement is important to me. As a licensed Insurance Agent and Financial Representative, I recognize that my clients’ needs and priorities change over time, and I am dedicated to being there to serve them with integrity every step of the way.

Why did you choose this particular business/industry? 

I chose working as a Financial Representative because I am able to help provide solutions to a demographic who wouldnt be able to get it otherwise. Finanical education is so vital , especially in the uncertain times that we are currently in. There is so much room for growth and opportunity.

Who is your ideal client?

The ideal client is someone who knows that they want more out of their current finanical or retirement situation. They may not know how to get it, but they want it. I have some of the best clients. I think the reason my relationships with my clients are so great is because of the expectations I set in the beginning and what I deliver throughout the relatioship. Being consistent is key. I allows followthrough on my word and I expect my clients to do the same.

What would your clients say about you?

My clients would say I am very thorough and transparent. I keep my clients engaged and informed every step of the way. I also like to provide as much value as possible to my clients so they not only get their needs satisfied but they also become better consumers.

What do you love about your life?

I love the balance that I have obtained in my carreer and personal life. I work hard but I play hard as well. Being in the financial industry I am able to not only help people create wealth and a proper retirement for themselves. I also make a good living for my family. I would have never thought I woul dbe where I am today but with hardwork and passion. The sky is the limit.

Why did you join NAWBO?

To create a larger network of professionals where I can share my sevices across wider community.