FU’JETTA GREEN
Charlotte,NC
Summary
Dynamic leader with extensive experience in sales operations, compliance, and team coaching. Specializes in turning data insights into actionable training that boosts performance and client satisfaction across industries including tech, healthcare, and financial services. Committed to building collaborative environments that support continuous improvement and operational excellence.
Overview
19
19
years of professional experience
Work History
Telesales
Independent Medicare Insurance Agent
04.2025 - Current
- Managed full telesales cycle, qualifying leads, comparing plans, processing enrollments, and delivering post-sale support to enhance customer satisfaction.
- Guide seniors through Medicare options via phone consultations, simplifying complex information to support confident decision-making.
- Established rapport quickly over the phone, fostering trust and cultivating long-term client relationships for continued business.
- Delivered ongoing client service through follow-up calls and policy reviews, assisting with claims and coverage questions to ensure client understanding and retention.
- Ensure strict adherence to CMS compliance standards, call scripts, and required disclosures on every interaction.
Sales Manager
GOHEALTH LLC
01.2021 - 04.2025
- Led a team of Medicare sales agents in a fast-paced, metrics-driven environment, ensuring alignment with GoHealth’s values.
- Oversaw daily sales operations, providing performance coaching, QA feedback, and real-time support, enhancing conversion rates, call quality, and compliance adherence.
- Drove team production by setting clear expectations, monitoring KPIs, and implementing strategies to increase enrollments across Medicare Advantage, Supplement, and Part D plans.
- Collaborated with cross-functional partners—including sales enablement, compliance, and carrier relations—to equip agents with up-to-date product knowledge and ensure adherence to CMS-regulated standards.
- Utilized GoHealth’s proprietary technology platforms to streamline quoting, plan comparisons, and enrollment workflows, enhancing both agent efficiency and consumer experience.
- Recruited, trained, and developed sales talent, building a strong pipeline of agents ready for AEP, SEP, and year-round Medicare sales cycles.
- Analyzed performance trends and implemented targeted coaching plans to address skill gaps, improve productivity, and maintain compliance with evolving Medicare guidelines.
Corporate Trainer / Interim Team Manager
GOHEALTH LLC
04.2020 - 12.2020
- Delivered onboarding and continuing-education training for new and tenured Medicare sales agents, focusing on CMS compliance, call quality, product knowledge, and GoHealth’s sales methodology.
- Facilitated virtual and in-person training sessions covering Medicare Advantage, Supplement, and Part D plans, ensuring agents were fully prepared for AEP and SEP performance demands.
- Conducted side-by-side coaching, call calibrations, and targeted skill-building sessions to strengthen agent confidence and elevate overall sales performance.
- Monitored KPIs including conversion rates, call quality scores, and compliance adherence to identify areas for individual and team improvement.
- Collaborated with Sales Enablement and Compliance teams to update training materials and refine scripts, ensuring alignment with CMS regulations and carrier guidelines.
- Acted as Interim Team Manager and oversaw daily operations for a team of licensed agents, including performance coaching, QA feedback, and real-time call support.
- Assisted leadership in identifying performance gaps and implementing corrective action plans to foster a high-accountability, high-support team culture aligned with GoHealth’s values.
Senior Benefit Consultant
GOHEALTH LLC
02.2019 - 04.2020
- Acted as a trusted Medicare insurance expert, guiding consumers through plan options including Medicare Advantage, Medicare Supplement, Prescription Drug Plans, and ancillary health products.
- Managed inbound calls from seniors seeking to optimize benefits and reduce healthcare costs, while executing targeted outbound efforts to expand client portfolio.
- Assessed customer needs over the phone and recommended suitable health insurance plans across top national carriers such as Humana, Anthem, and UnitedHealthcare.
- Guided consumers through policy selection and application process, ensuring accuracy, clarity, and compliance with CMS regulations.
- Achieved high call productivity by consistently meeting performance metrics, including sales goals and call quality standards.
- Delivered high-quality customer service as the primary point of contact, reinforcing GoHealth’s sales philosophy of keeping top producers focused on selling.
CONVENTIONAL UNDERWRITER III
FRONTLINE
11.2012 - 06.2018
- Underwrote a full spectrum of mortgage products including manual and automated conventional, agency, non-agency, high-balance, streamline, Easy-Z Close, and jumbo loans.
- Performed detailed credit, income, asset, and collateral analysis on complex loan scenarios, including self-employed borrowers, layered risk profiles, and loans exceeding conforming limits.
- Rendered credit decisions in accordance with investor, agency, and bank guidelines, maintaining strict adherence to regulatory and compliance standards.
- Reviewed and validated supporting documentation, including tax returns, bank statements, business financials, and credit reports, ensuring compliance and accuracy for complex loan scenarios.
- Held lending authority to approve loan amounts up to $750K, managing a daily pipeline of 4–6 loans while consistently meeting quality and turn-time expectations.
- Communicated approval conditions and final decisions to loan originators and internal partners, facilitating smooth processing and timely closings.
QA SPECIALIST
BUSINESS SUPPORT
01.2012 - 09.2012
- Achieved daily audit targets in high-volume, fast-paced environment, ensuring exceptional accuracy and detail orientation.
- Conducted post-underwriting quality audits to validate decision accuracy, documentation completeness, and adherence to investor and vendor guidelines.
- Re-evaluated income, assets, credit, and collateral documentation to confirm the integrity of the original underwriting decision.
- Documented findings, approval validations, and exceptions with clear rationale for agreement or disagreement, facilitating informed decision-making in underwriting processes.
- Leveraged analytical and problem-solving skills to resolve discrepancies, ensuring compliance with internal and external audit standards.
- Assisted in onboarding and training new QA specialists, reinforcing quality standards and review methodology.
ADMINISTRATIVE SPECIALIST I
EMPLOYMENT SOLUTIONS PROGRAM
11.2010 - 12.2011
- Monitored state welfare recipients’ progress toward employment goals, ensuring adherence to program guidelines and enhancing compliance with public assistance requirements.
- Audited reported wages and employment documentation to confirm accuracy and maintain eligibility for continued benefits.
- Collaborated with program leadership and community partners to develop employment, training, and educational opportunities for newly enrolled participants.
- Created individualized career plans and provided coaching on job readiness, GED preparation, and continuing education pathways.
- Assessed participant needs and identified appropriate benefits, services, and entitlements to promote long-term self-sufficiency.
LOAN OFFICER
05.2007 - 04.2010
- Originated mortgage loans as a licensed NMLS professional, generating new business and guiding borrowers through the full loan application process.
- Assessed borrower financial stability and creditworthiness by reviewing income documentation, bank statements, appraisals, title work, HOI policies, HOA agreements, and settlement statements to ensure informed lending decisions.
- Prepared and submitted complete loan files for underwriting, ensuring accuracy, compliance, and adherence to federal and investor guidelines.
- Coordinated disclosures, compliance tracking, and file documentation within LOS (Calyx Point) and supporting systems (Credit Plus, LexisNexis) to maintain operational integrity and compliance.
- Ordered and coordinated third-party services including appraisals, title commitments, insurance, wiring instructions, VOEs, and credit reports.
- Provided high-service borrower experience through clear communication, expectation setting, and proactive issue resolution, enhancing borrower satisfaction and trust.
Skills
- Sales Operations
- Sales Coaching
- Sales Performance Tracking
- Sales Metrics Analysis
- Sales Workflow Efficiency
- Customer Engagement
- Sales Team Development
- Salesforce
- Power BI
- Tableau
- Jira
- SharePoint
- Microsoft Suite
- Teams
- Zendesk
- NICE
- EvaluAgent
- Engagedly
- E-Learning Development
- Slack
- Cross-Functional Collaboration
Education And Licensure
- High School Diploma, Unknown, Unknown
- College Credits Earned, ECU, Unknown
- Life Insurance License, 2017
- Health & Medicare License, 2018
Timeline
Telesales
Independent Medicare Insurance Agent
04.2025 - Current
Sales Manager
GOHEALTH LLC
01.2021 - 04.2025
Corporate Trainer / Interim Team Manager
GOHEALTH LLC
04.2020 - 12.2020
Senior Benefit Consultant
GOHEALTH LLC
02.2019 - 04.2020
CONVENTIONAL UNDERWRITER III
FRONTLINE
11.2012 - 06.2018
QA SPECIALIST
BUSINESS SUPPORT
01.2012 - 09.2012
ADMINISTRATIVE SPECIALIST I
EMPLOYMENT SOLUTIONS PROGRAM
11.2010 - 12.2011
LOAN OFFICER
05.2007 - 04.2010