BOOKER JOSEPH
Alabaster,AL
Summary
Experienced sales and marketing leader with expertise in sales, marketing, and business development. Adept at identifying and capitalizing on market opportunities. Skilled in P&L management, team building, and cost reduction. A visionary strategist who translates plans into tangible results and fosters cohesive environments for success. With a proven track record in driving business growth and operational efficiency, I am ready for leadership. My strong focus on team collaboration delivers impactful results. Known for reliability, adaptability, strategic vision, and effective problem-solving skills. Skilled in business management, financial planning, and customer relations. Prepared with a wealth of experience in strategic planning and operational management, I am confident in my ability to deliver impactful results through effective leadership and resource optimization. Primary focus on fostering team collaboration to achieve exceptional outcomes with adaptability and reliability. Expertise in financial management, strategic growth, and customer relations to contribute to the organization's success.
Professional with deep expertise and readiness for leadership. Proven track record in driving business growth and operational efficiency. Strong focus on team collaboration and delivering impactful results. Known for reliability, adaptability, strategic vision, and effective problem-solving. Skilled in business management, financial planning, and customer relations.
Overview
19
19
years of professional experience
1
1
Certification
Work History
Owner
JOSEPH INSURANCE ADVISORS, LLC
12.2018 - Current
- Company Overview: A full- service insurance agency serving the Alabama, Florida, and Mississippi Markets
- Maintained sales performance through transitioning to virtual selling during the pandemic
- Hired six new brokers within my first three months in operation
- Took the agency from a health only agency to a full-service life, health and financial services agency to include Property and Casualty Insurance
- Generated $200,000 in revenue first year in business
- A full- service insurance agency serving the Alabama, Florida, and Mississippi Markets
Sales Director Alabama, Tennessee and Northwest Florida
DEVOTED HEALTH PLANS
04.2022 - 08.2023
- Strategic leader with accountability for the launch of Devoted Health Plan in the assigned territory, and the development and implementation of the local market strategy to maximize growth and sales through the independent broker channel
- Aligns internal and broker-facing tactics
- Ensures attainment of budgeted sales and growth commitments
- Deploys differentiated value proposition to attract and retain independent producers
- Recruited, hired and onboarded a team of nine direct reports to facilitate a successful market launch
- Attained 150.2% of assigned gross sales targets during first Annual Enrollment Period (AEP - 2023)
- Over 1,000 brokers contracted, certified and ready to sell for the 2023 Annual Enrollment Period (AEP)
- Leading the launch of additional counties/markets within the assigned territory for the 2024 Annual Enrollment Period sales cycle
Vice-President, National Broker Distribution
UNITED HEALTHCARE, MEDICARE, AND RETIREMENT
08.2005 - 12.2018
- Sales business leader with responsibility for the sales, distribution, and marketing of a portfolio of Medicare Advantage, Medicare Supplements and Part D plans through the external distribution channel
- Designed, deployed, and implemented the national broker strategy
- Negotiated strategic alliances with Insurance Marketing Organizations
- Forecasted and managed sales performance metrics
- Generated $3.6B in additional annual revenue
- Generated over 60% of the company’s Medicare Sales Division top line revenue through the broker channel
- Reduced annual costs by $525K while maintaining improving sales performance
- At least two team members promoted each year
Education
Bachelor of Science - Business Administration
Southern New Hampshire University
Manchester, NH05-2025
Skills
- Strategic Planning & Leadership
- Productivity & Efficiency
- Strategic Relationships
- Revitalizing Sales Organizations
- Market Communications & Planning
- Performance Management
- Leadership Development
- Customer Retention Strategies
- Relationship Management
- Staff Development
- Continuous Process Improvement
- Sales & Business Development
- Cross Cultural Team Building
- Resource Planning & Allocation
- Negotiations
- Customer relations
- Small business operations
- Relationship building
- Verbal and written communication
Certification
- Life and Annuity Certified Professional (LACP), NAIFA, Falls Church, VA
- Registered Financial Consultant (RFC), IARFC, Middleton, OH
- Fellow Life Management Institute (FMLI), LOMA International, Atlanta, GA
- Chartered Financial Consultant (ChFC), American College, Bryn Mawr, PA
- Chartered Life Underwriter (CLU), American College, Bryn Mawr, PA
- Certified Medicare Insurance Planner (CMIP), Certified Medicare Insurance Planner, DBA, Tulsa, OK
Personalcivicactivities
- National Association of Insurance and Financial Advisors (Former Trustee)
- Jefferson County Association of Insurance and Financial Advisors (Past President)
- Life Insurers Council
- Leadership Birmingham
- Leadership Hoover
- Alabama Association of Insurance and Financial Advisors (President)
- Association of Health Insurance Agents
- Junior Achievement of Greater Birmingham
- United Way (Fund Allocation Committee)
- Church Board Member, Birmingham First Seventh Day Adventist Church
Affiliations
- Leadership Hoover
- Leadership Birmingham
- National Association of Insurance and Financial Advisors
Timeline
Sales Director Alabama, Tennessee and Northwest Florida
DEVOTED HEALTH PLANS
04.2022 - 08.2023
Owner
JOSEPH INSURANCE ADVISORS, LLC
12.2018 - Current
Vice-President, National Broker Distribution
UNITED HEALTHCARE, MEDICARE, AND RETIREMENT
08.2005 - 12.2018
- Life and Annuity Certified Professional (LACP), NAIFA, Falls Church, VA
- Registered Financial Consultant (RFC), IARFC, Middleton, OH
- Fellow Life Management Institute (FMLI), LOMA International, Atlanta, GA
- Chartered Financial Consultant (ChFC), American College, Bryn Mawr, PA
- Chartered Life Underwriter (CLU), American College, Bryn Mawr, PA
- Certified Medicare Insurance Planner (CMIP), Certified Medicare Insurance Planner, DBA, Tulsa, OK
Bachelor of Science - Business Administration
Southern New Hampshire University
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