Henry Chacon, LUTCF

Currently I am the Small Group Sales Regional Director for Guardian’s West Region, since May of 2014. My team markets the sale of ancillary and worksite products to group health brokers and their clients. I have a background focusing solely on the compliant sale, implementation, and administration of group insurance products. My primary responsibilities include ancillary and worksite product development. Sales consultant and broker recruitment, training, and development sales consultants.

Finally, I'm a Regional Sales Director with an entrepreneurial spirit, skilled in customer relationship management, budgeting and forecasting. Gifted in clearly communicating strategic sales visions and effectively coaching team members for success and achievement of personal and company market goals.

• Life and Health License, 1992, Active
• Property and Casualty, 1999, Active
• LUTCF Insurance Designation, March 1996, Active
• JEDI Master Certification, 2023

Negotiate/shop for the best benefit strategies for Medical, Dental, Vision, Short- and long-term Disability, Life Insurance, Long Term Care, and Worksite products. Expertise in small to large national multi-state employer groups. Public sector sales Medicare sales Sales consultant of Annuities and retirement investment vehicles. Conduct open enrollment meetings and enrollment technology strategies. Work with external enrollment technology partners, such as EASE, Employee Navigator, Bernie Portal and Selerix etc.

• Guardian Life –2019, 2021, and 2022 National Award for Small Group Sales Office of the year.
• Colonial Life – Top Premier & Large Office of the year consecutively: 2003 to 2008
• Leaders Conference qualification 2004 to 2007
• National Award for Large Office of the Year 2008
• Presidents Club 2008 to 2012
• American National Insurance 1992 Rookie Agent of the Year Promoted to Sales Manager Oct. 1992 Leaders Conference Qualification,1993 and 1994 National Award for Sales Team of the Year. 1997 and 1998. Presidents Club 1995, 1996,1997,1998,1999.

Management of sales associates, assignment of sales territories, setting goals and drive desired sales activities. Educating and ensuring compliance of company policies and procedures. Conduct training classes for sales consultants on product, technology, positioning, and prospecting for new and existing broker relationships. Conduct sales team prospecting broker blitz events. (Go for No training strategy) Strong recruiting, hiring, and coaching. Subject matter expert for various enrollment process’s, rating and product committees. Responsible for 12 multi territory sales associates and teams. Measure and monitor sales consultants to achieve defined goals and objectives. Assist sales teams in developing efficiency and effectiveness with various internal and external teams. Provide in the field training and sales skills to enhance professional competence and capabilities of team members. Conflict dispute resolution.

Successful business professional who can work independently with an entrepreneur attitude. Goal oriented with a strong competitive drive. Resolute self-starter and successful motivator. Successful development of sales consultants and leadership development. Ability to learn quickly, work in a team environment, and direct the work of others.

Provided upon request.

• Guardian Small Group Sales Office of the Year: 2019, 2020, 2022, and 2023.
• Colonial Life: Premier Office of the Year 2007
• Colonial Life: Larger Office of the Year 2006, 2005, and 2004.
• Colonial Life: Medium Office of the Year: 2003
• Colonial Life Presidents Club Qualification: 2008 -2012
• American National: 1993 Rookie Agent of the Year
• American National: Leaders Conference Qualification 1993 and 1994.
• American National: Sales Team of the Year National Award. 1997 and 1998
• Presidents Club Qualification: 1995, 1996, 1997, 1998, and 1999.

• Volunteer at St. Vincent De Paul Food Bank
• Enjoy playing golf.
• Traveling with family
• Off Reading and Hiking.
• Spending time with family and grandchildren