Summary
Overview
Work History
Education
Skills
Certification
Languages
Timeline
Generic
Open To Work

Jorge Quintana

San Antonio,Texas

Summary

Dynamic sales leader with over 8 years of experience in Medicare, insurance, and high-velocity telesales, recognized for driving multimillion-dollar revenue growth and establishing successful sales organizations. Proven ability to engage and influence VP- and C-suite-level stakeholders, leveraging consultative selling techniques to develop data-driven strategies that enhance cost efficiency and performance. Bilingual in English and Spanish, with expertise in Salesforce, BI platforms, and AI-enabled sales optimization to deliver exceptional results in competitive markets. Committed to fostering a high-performance culture that prioritizes collaboration and innovation.

Overview

10
10
years of professional experience
1
1
Certification

Work History

Sales Manager / Department Founder

Quote Manage
04.2024 - 01.2026
  • Built a 1099 sales division from the ground up, onboarding 99 agents and training 220+ agents and 5 managers within 45 days.
  • Directed operations generating 4,216 sales and $2M+ in gross profit, achieving a 22% conversion rate during AEP.
  • Led consultative coaching and multi-solution sales development to elevate agent performance and customer experience.
  • Designed and deployed an AI coaching bot that standardized coaching, accelerated skill development, and improved sales consistency.
  • Introduced an AI-driven QA system that strengthened compliance oversight and reduced operational risk; adopted company-wide.
  • Served as a strategic advisor to the VP, delivering BI-driven insights, revenue forecasts, and recommendations for expansion.
  • Managed SPIFF budgets to maximize productivity and maintain predictable performance outcomes.

Bilingual Sales Manager

E-Telequote
06.2023 - 04.2024
  • Achieved record-breaking AEP performance with 3,421 sales—the highest in company history.
  • Developed bilingual sales strategies and job aids that expanded market reach and improved customer engagement.
  • Increased closure rates by 150% in one month through targeted coaching and performance optimization.

Clinical Coordinator

Optum
10.2022 - 11.2023
  • Managed scheduling, HIPAA-compliant documentation, and operational reporting to support clinical workflows and efficiency improvements.

Nesting Sales Manager

Assurance IQ
11.2022 - 06.2023
  • Improved new-hire performance by increasing closures 20% and achieving a 32% closing rate for newly onboarded reps.
  • Built management processes and BI-driven performance programs that strengthened early-stage agent readiness.

Sales Trainer / Manager

Health IQ
01.2022 - 10.2022
  • Exceeded regional quotas by 75% through advanced training programs and Medicare-focused enablement modules.

Medicare Sales Broker

Assurance IQ
05.2020 - 01.2022
  • Ranked among the top performers platform-wide; coached peers on best practices and sales optimization.

Senior Customer Sales Advisor

UnitedHealthcare
06.2018 - 05.2020
  • Earned the Customer Service Award (only two agents per year).
  • Achieved a record 31 sales in a single day.
  • Created call scripts adopted site-wide to improve conversion rates.

General Manager

Game Aztec
10.2015 - 06.2018
  • Increased monthly revenue by 200% ($10K → $30K) and boosted foot traffic by 65% through targeted local marketing and operational improvements.

Education

Business Administration

San Antonio College
San Antonio

Skills

  • Enterprise Sales & Leadership: Consultative Selling
  • GTM Strategy
  • Revenue Ownership
  • Executive Influence
  • Multi-Solution Positioning
  • Sales Operations & Technology: Salesforce
  • Tableau
  • Looker
  • Sales team training
  • KPI Governance
  • AI-Driven Sales Tools
  • Performance & Compliance: CMS/Medicare Guidelines
  • QA Frameworks
  • Regulatory Risk Mitigation
  • Forecasting & Pipeline Discipline

Certification

  • Licensed Life and Health Insurance
  • Advanced Business Development: Communication and Negotiation
  • Sales Enablement: Design Programs That Drive Business Strategy

Languages

Languages: English (Native), Spanish (Native), ASL (Working Knowledge)

Timeline

Sales Manager / Department Founder

Quote Manage
04.2024 - 01.2026

Bilingual Sales Manager

E-Telequote
06.2023 - 04.2024

Nesting Sales Manager

Assurance IQ
11.2022 - 06.2023

Clinical Coordinator

Optum
10.2022 - 11.2023

Sales Trainer / Manager

Health IQ
01.2022 - 10.2022

Medicare Sales Broker

Assurance IQ
05.2020 - 01.2022

Senior Customer Sales Advisor

UnitedHealthcare
06.2018 - 05.2020

General Manager

Game Aztec
10.2015 - 06.2018

Business Administration

San Antonio College
Jorge Quintana