Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals.
Overview
10
10
years of professional experience
1
1
Certification
Work History
District Manager (non-captive)
Washington National
01.2023 - Current
Recruiting, onboarding and training new sales agents
Management and maintenance of CRM database for concise client records
Review, revise and submit timesheet information for agents
Meet with Executives, Decision Makers and Brokers to offer superior products
Strong knowledge of benefits management and business compliance
Product expert and knowledgeable in various products offerings
Successful completion of certification for various carriers to sell their products.
Sales Agent (non-captive)
Washington National
04.2022 - 12.2022
Converting warm leads from membership database
Identifying financial needs of our members and translating the importance
Engage with key Decision Makers in various sectors to offer superior products to their needs
Customize benefits selection of voluntary benefits per customer needs.
Benefits Consultant
Colonial Life
01.2021 - 03.2022
Excellent attention to detail, disciplined, and self-motivated
Scheduled and met with key decision makers and business owners
Offered various suites of voluntary benefits for purchase to employees.
Funeral Sales Consultant
Dignity Memorial
01.2018 - 12.2020
Guided individuals and families through process of selecting funeral products and services
Strong and empathic communication skills to help clients navigate through a sensitive time
Collaborate with funeral director to ensure seamless process for grieving families
Assist with arrangements for burials, cremations and memorial services.
Benefits Consultant
Health Plan Markets
01.2017 - 12.2017
Strong knowledge of benefits management and business compliance
Excellent attention to detail, disciplined, and self-motivated
Ability to work with business software programs
Successful completion of several carriers to become Medicare certified.
Benefits Consultant (captive)
CarePlus
07.2014 - 12.2016
Designed to work primarily with community education groups for the elderly
Developed a library of useful information on Medicare products
Assisted in the creation of several programs that made health insurance affordable for members
Superior customer service skills in assisting members with questions and concerns.