FREDRICK D SPENCE JR.
Jacksonville,FL
Summary
Seasoned Healthcare Consultant/Medicare Specialist with a proven track record at Florida Blue Retail, adept in strategic business development and client engagement. Excelled in building robust client relationships, leading to significant renewals and referrals. Skilled in data-driven marketing strategies and effective business negotiation, demonstrating leadership and a commitment to excellence in competitive environments.
Overview
20
20
years of professional experience
1
1
Certification
Work History
Healthcare Consultant/Medicare Specialist
Florida Blue Retail
Jacksonville, FL
07.2018 - Current
- 2018-2024 Elite Marketplace Circle of Champion.
- Built and maintained strong client relationships to encourage renewals and referrals
- Educate members on health insurance plans, including Medicare Advantage, Medicare Supplement, ACA, and other related products.
- Created comprehensive business sales strategies that addressed organizational needs and goals.
Telesales Agent
Florida Blue
Jacksonville, FL
07.2017 - 06.2018
- Customer Advocate, provided expert guidance to individuals seeking health insurance options, including Medicare ACA plans, or supplemental products.
- Handled inbound and outbound calls with prospective clients, answering questions about available healthcare options.
- Conducted needs assessment to recommend suitable coverage options tailored to individual circumstances.
Insurance Consultant
State Farm
Jacksonville, FL
03.2016 - 06.2017
- Represented State Farm at local events and initiatives to strengthen community ties.
- Educated the community on the importance of insurance and financial planning.
- Advised clients on the latest trends and developments in the insurance marketplace.
- Achieved repeat business and referrals through personalized services.
Insurance Sales Producer P/C & Commerical
Brightway Insurance
Jacksonville, FL
04.2015 - 02.2016
- Assisted clients in filing claims and guided them through the claims process for a smooth resolution.
- Built and maintained strong relationships with clients through regular follow-ups and excellent customer service.
- Developed and maintained relationships with clients to increase sales opportunities.
- Analyzed clients' existing insurance policies and recommended adjustments or additional coverage as needed.
Retirement Solutions Representative
Fidelity Investments
Jacksonville, FL
04.2011 - 03.2015
- Interviewed clients to assess income, expenses, insurance coverage, tax status, financial and investment goals and risk tolerance.
- Researched relevant market trends to provide up-to-date advice regarding investments and retirement planning strategies.
- Processed applications for IRA contributions, transfers, distributions, loans, or other transactions.
- Provided guidance on 401 rollovers from previous employers' plans into new ones offered by the company.
Equity Trader
Fidelity Investments
Jacksonville , FL
03.2010 - 03.2011
- Developed and maintained relationships with customers and assisted in generating sales opportunities.
- Identified areas of improvement within existing trading processes and recommended solutions.
- Analyzed client capital structures and plans and recommended products and financial strategies to meet needs.
Account Trader, Mutual Fund Operations
Fidelity Investments
12.2007 - 02.2010
- Built positive and productive customer connections to drive consistent sales.
- Processed corporate actions such as stock splits and mergers according to guidelines set by regulatory bodies.
- Executed buy and sell orders for clients using various trading platforms.
Sales Professional
Lexjet
Sarasota , FL
09.2004 - 11.2007
- Used excellent verbal skills to engage customers in conversation and effectively determine needs and requirements.
- Gained customer base by identifying needs to deliver relevant product solutions that achieve client needs.
- Listened to customer needs to identify and recommend best products and services.
Education
BACHELOR OF SCIENCE - BUSINESS ADMINISTRATION
FLORIDA A&M UNIVERSITY
TALLAHASSEE, FL08.2004
Skills
- Effective Business Negotiation
- Strategic Business Development
- Client Engagement
- Data-Driven Marketing Strategy
- Leadership in Competitive Sports
- Healthcare consulting
References
FURNISHED UPON REQUEST
Awards
- Recognized as a first-year top achiever for top financial plan sales
- TEAM CAPTAIN FLORIDA A&M GOLF TEAM
- ASPIRE IMPACTFUL VOLUNTEER
Certification
- 2-15 Resident Health & Life (Including Annuities & Variable Contracts) Agent License
- 2-20 Resident General Lines
- Series 7
- Series 66
- Series 63
Timeline
Healthcare Consultant/Medicare Specialist
Florida Blue Retail
07.2018 - Current
Telesales Agent
Florida Blue
07.2017 - 06.2018
Insurance Consultant
State Farm
03.2016 - 06.2017
Insurance Sales Producer P/C & Commerical
Brightway Insurance
04.2015 - 02.2016
Retirement Solutions Representative
Fidelity Investments
04.2011 - 03.2015
Equity Trader
Fidelity Investments
03.2010 - 03.2011
Account Trader, Mutual Fund Operations
Fidelity Investments
12.2007 - 02.2010
Sales Professional
Lexjet
09.2004 - 11.2007
BACHELOR OF SCIENCE - BUSINESS ADMINISTRATION
FLORIDA A&M UNIVERSITY
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