Margarete Overend
About Margarete Overend
Margarete Overend is a Financial Representative at Primerica, where she has worked since 2017. She offers a 30-minute virtual introductory session to potential clients and actively engages with the community through her Instagram account @fellowshipfinancial.
Work at Primerica
Margarete Overend has been employed at Primerica as a Financial Representative since 2017. In this role, she provides financial services and advice to clients, focusing on helping them achieve their financial goals. Her experience at Primerica spans over seven years, during which she has developed expertise in various financial products and services.
Client Engagement Strategies
Margarete offers a 30-minute virtual introductory session to potential clients. This session serves as an opportunity for individuals to learn about financial planning and the services she provides. The virtual format allows for flexibility and accessibility, catering to clients' needs in a convenient manner.
Community Involvement
Margarete actively engages with the community through her Instagram account, @fellowshipfinancial. This platform allows her to share insights on financial literacy, connect with potential clients, and foster a sense of community around financial education. Her social media presence reflects her commitment to making financial information accessible to a broader audience.