Jorge M. Parra

• Identified opportunities for process improvement and increase efficiencies.
• Developed training materials for agents, improving onboarding processes.
• Optimized sale process for tele-sales agents including call protocol, scripting and compliance guidelines.
• Assessed operational efficiencies within agency by reviewing workflows, tasks and technology.

• Designed and implemented Medicare sales training programs for +200 agents and Medicare business implementation for 10 agencies.
• Spearheaded assignments to operations and technology teams to establish Medicare data management.
• Blueprinted compliance programs and guidelines for ACA and Medicare, risk management and corporate policies for Delegated Vendor audits.

• Provided ACA content and sales training programs for agents.
• Recruited,interviewed,hired and coached remote sales agents.
• Implemented key call center dashboards and metrics within the Genesys platform to monitor and drive sales efficiencies

• Direct management of team of +20 tele sales agents and rotating supervision of 5 teams, +75 tele sales agents
• Achieved 2nd place most productive team - AEP2020/2021

• Selling of Medicare Advantage plans and Supplemental.
• Achieved top producer position.
• Assisted Sales Manager for agent review and training

• Multi-state and multi-carrier selling of Medicare and supplemental coverage for Senior market
• Managed +100/day, closing 2-3 /day and 75% cross-selling

• Successfully sold core-products related with Life Insurance, Annuities, Medicare supplements.
• Unit Field Trainer supporting onboarding and fielding of new agents.

Developed a suite platform offering an array of visual designs for personal and enterprise for presentations, info-graphics,video animation,logo,websites.

• Managed product development, advertising and finances and a call center with 60 sales reps (US and overseas)
• Built a $5M pipeline of new business revenue over six years.

• Led 30 administrative and logistics staff, including freight forwarding, warehousing, and distribution.
• Oversaw sales and service performance throughout LATAM