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Click here or scroll down to respond to this candidateCandidate's Name
Address: Street Address
10511 Florence Ave, #391, Thonotosassa, FL 33592Phone: PHONE NUMBER AVAILABLE Email: EMAIL AVAILABLELinkedIn: https://LINKEDIN LINK AVAILABLEGrowth Focus Regional Sales Manager Director of Sales & Service Financial PlannerAn accomplished and business savvy professional with robust experience acquired over the years in delivering optimal results & business value in high-growth environments and establishing key relationships with business segments. Result oriented and self-driven professional with experience and expertise in sales, operations, and human resource management. Skilled in identifying redundancies and maximizing resources to streamline operations. Primarily concerned with the efficient operations of a business or organization.Possess verifiable leadership, interpersonal, and communication skills that help put across things with a crisp point. A remarkably successful mentor to peers and colleagues, owing to exceptional people's skills and always giving them the nudge in the right direction to go the extra mile and help achieve what seemed difficult, with ease. Have a solid track record in achieving the set goals and delivering personal best at every step of the way to provide optimal results. Thrive in fast-paced business environments and cherish a chance to self-manage things through the innate problem-solving skills and never say never attitude.Skill Areas: Strategic Business Planning Budgeting Business Development Sales Management Operations Management Compliance HR Management Project Management Conflict Resolution Performance Management Payroll/Benefits Administration Dale Carnegie Sales Model Customer Service & Relationship Management Auditing Cross-Functional Business Acumen Multitasking in Fast-paced Environments Articulate Oral & Written Communication Quick Problem Resolution & Decision Making Team Building, Training & Development Collaborative Leadership Skills Life Insurance, Retirement Planning Whole Life Long Term Care, Buy-Sell Agreements Key Person Protection Wealth Transfer StrategiesPROFESSIONAL EXPERIENCENew York Life, RI (remote) - (September 2023 - Present)AgentI strategize and offer a variety of products and services to protect and enhance the goals of individuals, families and businesses to meet a number of their insurance and financial needs, including, but not limited to college funding, retirement, managing costs for extended periods of care and lifetime income strategies.Assurance IQ Seattle, WA (remote) - (April 2021 August 2023)Sales Medicare & U65 Manager/User EngagementAct as an ambassador, relationship manager, the primary point of contact and Medicare expert for Independent Medicare Agents/Brokers.Manage the Agent Appointment onboarding process to include: Recruiting Agents/Brokers, Verifying Producer Licensing via NIPR, E&O, Appointment Licensures with carriers via Appointment Manager, and ensure the Agent/Broker is successful on the Platform selling plans with top rated multiple carriers.Manage day-to-day activities associated with the call monitoring, coaching and training Agents/Brokers on the Assurance platform to increase conversion rates and effectuation with a focus on the Opening, Qualification, Needs Assessment and Plan Presentation. Nested over 770 new OD (1099) Agents/Brokers annually resulting in making sales and overall conversion rate of 15% within their first week on the platform.Host webinar presentations for Medicare Agents/Brokers to include Nesting Agents, Bootcamp for Agents, Compliance, Dual Eligible (D-SNP), U65 guidelines and other topics as needed.Manage and update operational procedures for various areas within Assurance.Review current processes to determine if they are efficient and effective. Make recommendations for process improvements.Resolve process-related, procedural problems, and inquires.Develop relationships with targeted prospects to meet short-term and long term KPI sales objective.Blue Cross Blue Shield RI - Providence, RI (Jun 2014 - Aug 2020)Sales & Service Store Manager - (Southern Territory)Oversaw daily operations of Retail Store, and provided direction to all Sales & Service W2 Consultants and staff to ensure superior customer service is provided to prospective members through promotion and education of products.Generated and closed sales to meet store goals and ensured compliance in all aspects of sales activities.Provided research assistance to store associates to resolve escalated member issues and answer inquiries related to claims, payments, enrollment requirements, benefit variables, managed provider networks, and physician referrals.Adroitly managed team performance, the development, implementation, and maintenance of departmental policies, Medicare compliance procedures, and programs.Participated in GTM strategies for product material and successfully maintained world-class NPS of Store.Blue Cross Blue Shield RI - Providence, RI (Aug 2013 - Jun 2014)Medicare Sales ConsultantInstrumental in retaining, generating, and increasing Medicare sales for the Retail location.Deftly brought in over 50% of new Medicare Sales for the Retail location during AEP through networking, own pipeline & referrals.Collaborated with Reps & Brokers on Medicare procedures, plans, compliance, and guidelines relating to the Medicare manual Chapters 2&3.Handled the coordination of collecting SOAs for Retail store and ensure compliance in all aspects of sales activities.Insphere Insurance Solutions - Norwood, MA (May 2008 Aug 2013)Licensed Independent Insurance BrokerEfficiently sold comprehensive Health, Life & Ancillary Insurance Plans to Individuals & Employers (Direct & Commercial) in both RI & MA.Launched Medicare Kiosks at retail locations with UHC to include Walmart, Stop & Shop, and Walgreens.Tracked & followed-up with the leads from multiple locations.Participated in presenting PowerPoint presentations at Community Meetings.Corporate Search Group - Providence, RI (Sep 2007 Apr 2008)Contract Human Resource ManagerManaged the HR Department and conducted an HR audit to ensure compliance within the department.Retrieved over $20,000 due to company from outside vendors.Prior Employment DetailsWhittier Street Health Center - Roxbury, MA Apr 2007 Sep 2007Human Resource DirectorClariant Corporation (Contract) - Coventry, RI May 2006 Dec 2006Human Resource ManagerGreystone Inc. (Contract) - Lincoln, RI Jan 2006 May 2006Human Resource DirectorUnion Wadding Company - Pawtucket, RI Jun 1999 - May 2005Human Resource ManagerEdmund Place Health Center - E. Providence, RI Dec 1997 Aug 1999Human Resource DirectorPROFESSIONAL DEVELOPMENT & CREDENTIALSBachelors of Science, Business Management Johnson & Wales UniversityTechnical Skills:Microsoft Office Suite, CRM: Salesforce Lightning, Zoom, Slack, Zendesk, Front, Looker, Human Resource Management System (HRSM) / Human Resource Information Systems (HRIS)Licenses:Producers Life/Health (RI, MA, FL, NC, SC, OH) license (NPI# 12673040)CMS (AHIP) certified to sell Medicare products (AHIP)FFM 2023 Certification |
