Smita Patel
About Smita Patel
Smita Patel is a Financial Representative at Primerica, where she has worked since 2017 in the Houston area. She specializes in recruiting and training individuals, educating families on financial independence, and ensuring compliance with company protocols.
Work at Primerica
Smita Patel has served as a Financial Representative at Primerica since 2017, contributing to the company's growth in the greater Houston area. Her role involves recruiting and training new individuals to enhance Primerica's market presence. She focuses on educating families about financial independence and debt management, utilizing personalized Financial Needs Analysis to tailor solutions to clients' specific situations. Additionally, she plays a significant role in monitoring compliance requirements and ensuring that all operations adhere to company protocols and procedures.
Education and Expertise
Smita Patel studied at G.C. College, where she gained foundational knowledge that supports her career in finance. Her education complements her expertise in financial services, particularly in areas such as financial independence and debt management. She is dedicated to developing and improving skills for both new and existing agents at Primerica, ensuring that they are well-equipped to serve clients effectively.
Background
Smita Patel has been actively involved in the financial sector for several years, focusing on the Houston, Texas area. Her commitment to educating families about financial matters has positioned her as a key figure in her community. Through her work at Primerica, she has developed a strong understanding of the financial needs of families and the importance of compliance in financial services.
Achievements
During her tenure at Primerica, Smita Patel has made significant contributions to the recruitment and training of new agents, which has helped expand the company's reach in the Houston area. Her focus on personalized financial education has empowered many families to achieve financial independence. She continues to play a vital role in ensuring compliance with company standards, reflecting her commitment to maintaining high operational integrity.