Daniel Bastian
Salt Lake City,UT
Summary
An important part of leadership is to help people become the best version of themselves, enjoy what they do each day, and to live with passion. A first step to accomplishing this is to focus on people becoming sold on themselves. Then provide coaching and real-time feedback to help them transform into sales experts.
The H.O.P.E. (Helping Other People Evolve) approach to developing salespeople is creating a new type of professional who connects with their customers in such a deep way that sales opportunities are meaningful and fun interactions.
The 5D (Design, Discipline, Decisiveness, Determination, Destiny) approach is useful to help people develop not only a career road map for success, but a real life plan that ensures a life lived fully and with deep purpose.
Another method used is to help salespeople create their desired realities is by each of them having a Partner In Climb (PIC). This partner helps them remain accountable, and like a navigator to the captain of a ship, the PIC helps them to make small moves to ensure their course remains true and the desired outcome is attained.
Overview
30
30
years of professional experience
Work History
Independent Medicare Insurance Sales Agent
Self Employed
03.2022 - Current
- Successfully sell Medicare insurance products to individuals within Utah, using consultative selling techniques.
- Effectively explain advantages, features and disadvantages of various plan types, including Medicare Advantage, Medicare Supplement, Prescription Drug Plans, Dental Plans, and Vision Plans.
- Maintain high standards of customer service daily by building relationships with clients.
- Respond to customer calls swiftly to resolve issues and answer questions.
- Assist eligible clients to apply for additional government assistance programs for seniors on Medicare.
Knowledge Management Specialist
GoHealth
Salt Lake City, UT
02.2022 - 05.2022
- Met with vendors to choose one knowledge base product.
- Personally wrote 90% of the content in the company's knowledge base.
- Created document processes, document sorting, logging and creation of new entries in the KB.
- Worked with various departments to maintain up to date information that could be easily accessed by all.
- Prepared digital files, physical documents and work requests in compliance with company, Medicare, and Insurance Carrier guidelines.
- Transmitted documents, organized revisions and tracked changes. Tracked time and money savings.
Development Pod Program Manager - Sales
GoHealth
Salt Lake City, UT
01.2021 - 02.2022
- I coached 7-10 Team Managers at a time and their agents (up to teams of 12) in sales techniques, sales production, Medicare knowledge, and performance metrics.
- Developed and evaluated solution options to build consensus and drive quality solutions through Sales Training programs for Team Leaders and Medicare Insurance Sales Agents.
- Determined and implemented innovative and industry best practices using proven methods.
- Created processes that could be tracked by various data points for each agent, for each Team, and each Program.
- Collaborated with Quality Assurance to understand requirements and align processes to Medicare guidelines.
Sales Team Manager
GoHealth
Salt Lake City, UT
06.2020 - 01.2021
- Coached employees in successful selling methods for Medicare Advantage Insurance Policies/Plans and encouraged cross-selling to drive revenue.
- 1-on1 coaching each day. Daily Team huddles to teach, implement, and practice sales techniques.
- Discussed sales strategies and promotional plans with Program Manager and VP of Sales on regular basis.
- Collaborated with marketing department personnel to optimize strategic initiatives.
- Planned and directed staff training and performance evaluations.
Sales Manager
Coverance Insurance Solutions
Long Beach, CA
05.2018 - 05.2020
- Interviewed, hired, and trained all Sales department personnel, including Team Leaders, Agents, and Trainers. Nearly 200 employees.
- Established and staffed Quality Assurance Department.
- Helped develop marketing messaging and lead generation.
- Motivated team members to meet and exceed objectives by setting goals, tracking performance on daily basis and implementing improvement strategies.
- Coached sales leaders and agents in Medicare insurance products, sales incentives and selling techniques, significantly increasing customer satisfaction ratings.
- Applied established sales techniques and persuasive communication skills to meet personal sales objectives.
- Upheld company policies and implemented standards fairly.
Medicare Sales Development Consultant
EHealth
Salt Lake City, UT
07.2016 - 04.2018
- Handled approximately 300-500 outbound and inbound sales-related calls per week to qualify individuals interested in improving their Medicare insurance coverage.
- Explained advantages, features and disadvantages of various Medicare Advantage, Medicare Supplement, Vision, and Dental Plans.
- Worked with sales team members to collaboratively reach targets, consistently meeting or exceeding personal and team goals.
- Displayed consistent, positive attitude towards customers, peers and other personnel, especially during high-stress situations like AEP (Annual Enrollment Period).
- Displayed leadership toward fellow team members and worked closely with members of other departments to better serve our customers.
Coach and Life Strategist
BeInfinit
Salt Lake City, UT
01.2015 - 12.2016
- Helped clients build life management and coping skills to handle daily needs and specific stressors.
- Encouraged clients to set and achieve reasonable goals on weekly basis.
- Facilitated group sessions and learning discussions to further objectives.
- Connected clients with available resources to improve plan success.
- Increase fitness - mental, spiritual, physical, financial, business, and relationships.
Sales and Marketing Executive
Intelligence Ways
Provo, UT
10.2008 - 09.2016
- Performed competitive analyses and adjusted sales and marketing strategies accordingly.
- Analyzed sales and marketing data for improved strategies.
- Cultivated and maintained strategic alliances with key partners and vendors.
- Managed sales promotions and marketing strategies on major social media sites.
- Create intelligent marketing campaigns and marketing materials, dedicated to helping people increase in multiple intelligences - logical, interpersonal, pervasive, existencial, linguistic, financial, emotional, body, mind, spirit.
- Certified as a life coach, instructor, and life strategist.
Education
Bachelor of Science - Business Administration And Management
- 3.9 GPA
- Completed professional development in International Business and Finance with Utah Director of Trade Franz Kolb.
- Completed professional development in Organizational Development.
Associate of Arts - Spanish And Psychology
- Dean's List
- 3.9 GPA
- Volunteered at the Utah State Mental Hospital during Psychology Studies
- Professional development completed in Health Administration
Skills
- Personal Coaching
- Conducting Workshops
- Compliance Requirements
- Critical Thinking
- Employee Performance Reviews
- Applying Radical Candor Principles
- Helping others to develop their "Why"
- Personal Development
- Utilize the Partners In Climb principles
- HOPE (Help Other People Evolve)
- 5D Method (Design, Discipline, Decisiveness, Determination, Destiny)
- Quickly learn and utilize CRM
Additional Information
I speak, read, and write Spanish with nearly native fluency. I've spent nearly 10 years working throughout Latin America.
Timeline
Independent Medicare Insurance Sales Agent - Self Employed
03.2022 - Current
Knowledge Management Specialist - GoHealth
02.2022 - 05.2022
Development Pod Program Manager - Sales - GoHealth
01.2021 - 02.2022
Sales Team Manager - GoHealth
06.2020 - 01.2021
Sales Manager - Coverance Insurance Solutions
05.2018 - 05.2020
Medicare Sales Development Consultant - EHealth
07.2016 - 04.2018
Coach and Life Strategist - BeInfinit
01.2015 - 12.2016
Sales and Marketing Executive - Intelligence Ways
10.2008 - 09.2016
University of Phoenix - Bachelor of Science, Business Administration And Management
Utah Valley University - Associate of Arts, Spanish And Psychology
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