Summary
Overview
Work History
Education
Skills
Accomplishments
Timeline
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Ethan Alderman

Fayetteville

Summary

Dynamic insurance sales professional with a proven track record at Tranzact, excelling in needs-based selling and team leadership. Recognized for surpassing sales quotas and fostering agent development through effective coaching. Expertise in Medicare Advantage plans and compliance, coupled with strong relationship-building skills, drives exceptional client satisfaction and team performance.

Overview

2
2
years of professional experience

Work History

Insurance Sales Agent

Tranzact
03.2023 - Current
  • Educated clients on insurance products, enabling them to make informed decisions regarding their coverage needs.
  • Contributed to agency success by consistently meeting or exceeding monthly sales targets.
  • Conducted detailed needs assessments for prospective clients, ensuring comprehensive understanding of their insurance requirements.
  • Cultivated relationships with clients to identify and meet insurance needs and establish trust and rapport.
  • Recommended type and amount of coverage based on analysis of customers' circumstances using persuasive sales techniques.
  • Established credibility and trust with clients through transparent communication about policy options, costs, and benefits.

Team Lead

Tranzact
07.2024 - 12.2024
  • Lead and manage a high-performing team of licensed insurance sales agents, overseeing daily operations to ensure achievement of individual and team sales goals.
  • Provide extensive coaching, training, and mentorship to agents on CMS-compliant sales techniques, product knowledge, and customer engagement strategies.
  • Monitor and analyze key performance metrics (e.g., conversion rates, call quality, lead utilization), delivering actionable insights to improve outcomes and team efficiency.
  • Ensure all agents adhere to CMS regulations and internal compliance policies through regular audits, call reviews, and targeted feedback sessions.
  • Collaborate with sales leadership, and compliance departments to improve sales workflows, campaign effectiveness, and lead quality.
  • Spearhead onboarding and development programs for new hires, driving early productivity and reducing ramp-up time.
  • Recognized for exceeding sales quotas and consistently maintaining top team performance.

Education

Oak Hill Highschool
Oak Hill, WV
05-2018

Skills

  • In-depth understanding of Medicare Advantage plans
  • Knowledge of CMS regulations and compliance
  • Needs-based selling and policy recommendations
  • Strong closing techniques and retention strategies
  • Handling objections and resolving concerns effectively
  • Building trust and rapport with diverse client populations
  • Training, mentoring, and coaching new and existing agents
  • Performance management and goal setting
  • Conducting team huddles, sales meetings, and one-on-ones
  • Motivating teams to meet and exceed KPIs
  • Analyzing sales data to identify trends and growth opportunities
  • Prioritizing tasks and managing multiple responsibilities under pressure

Accomplishments

  • Recipient of the 2023 Agent of the Year Award
  • Honored with the 2024 Quality Agent of the Year Award

Timeline

Team Lead

Tranzact
07.2024 - 12.2024

Insurance Sales Agent

Tranzact
03.2023 - Current

Oak Hill Highschool

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