JOSE ESPINOSA
MIAMI,US
Summary
Sales leader with strong focus on team collaboration and achieving results. Skilled in developing and implementing sales strategies, coaching team members, and driving revenue growth. Reliable and adaptable, with excellent communication and problem-solving abilities essential for navigating changing market conditions. Passionate about fostering high-performance culture and delivering exceptional customer experiences. . Experienced in ACA and IFP sales, helping agents understand sales and community engagement.
Overview
7
7
years of professional experience
Work History
Inside Group Retiree Sales Supervisor
UnitedHealth Group
05.2022 - Current
- As the manager and leader of a direct-to-consumer group retiree program, I oversaw a team of 25 agents who handled high-level consumer accounts for clients such as the federal government, IBM, and AT&T. Our primary goal was to transition their Medicare plans to our group account.
- In my role, I was responsible for overseeing all aspects of the program, from generating reports to conducting high-level presentations to ensure the success of the Group Retiree Miami site. We established the site from the ground up with only 17 agents, and through strategic planning and execution, we were able to grow the team to 55 agents and add an additional leader with the Group Retiree space.
- In addition to my managerial duties, I also played a critical role in assisting with AEP (Annual Enrollment Period) readiness launch. This included training new agents as they came onboard and ensuring that all compliance and sales practices were aligned with the requirements of CMS (Centers for Medicare and Medicaid Services) and the organization.
- I took great care to ensure that all training sessions were thorough and comprehensive, and I worked diligently to provide support and guidance to the team throughout the training process. By doing so, I was able to help carry UHC's vision of elevating the experience and ensure that our team was well-equipped to meet the needs of our clients and provide exceptional service to our customers.
- Oversaw employee performance, corrected problems, and increased efficiency to maintain productivity targets.
Medicare Sales Manager
Prudential Financial
03.2021 - 05.2022
- Manage and Lead a group of 19 Sales agents Help with Sales Growth and Sales Development by Coaching and providing Day to Day feedback and Best sales practice that has allowed my team to surpass goals by over 200%.
- Assist Senior Leadership with Overtime Policy development and Various Remote training to help Low performing Agents rediscover their ability to sell and execute.
- Help with recruiting and Corporate Cultural awareness By showing agents the importance of growth that Assurance has and what our organization will be in the long term. Helping agents by showing them how to become true partners in care to assist our shoppers.
- Coordinate through interdepartmental initiatives by having my agents having access to Crucial information and executing in different ways of communication.
- Increased sales revenue by developing and implementing effective sales strategies.
- Led a successful sales team by providing motivational coaching and performance-based incentives.
- Organized regular sales meetings to review progress, share best practices, and set achievable targets for continued success.
Business Development Manager
ASSURANCE IQ
06.2020 - 03.2021
- Conducted Boot camp sales training during AEP which helped on-demand agents increase their productivity and their confidence.
- Conducted DSNP webinar and help out agents understand the importance of Understanding the DSNP market and the Medicare savings program.
- Maintaining a consistency on agent Outreach numbers of 15 calls per day.
- Assist the hub training with contracting and on-boarding having Agents RTS in record time.
- Assist the Hub training with the Compliance review form and providing agents with Sales tips and explaining the importance of Needs analysis during a call.
- Help out the Sales managers with Interview for the new Hub program.
- Increased client base by identifying new business opportunities and cultivating strong relationships with key decisionmakers.
- Consistently met or exceeded monthly quotas through diligent prospecting efforts, relentless follow-up activities, and expert negotiation skills.
Community Outreach Manager
UnitedHealth Group
07.2019 - 03.2020
- Senior Leader for the Dual special Needs Medicare Advantage plan for Central FL.
- In Charge of a team of 7 talented professionals where we oversaw Community Outreach in Medicare market areas by doing Informal sales events.
- Developed with the help of my team up to 70 sales events a month.
- Train agents on how to capture leads on informal sales events.
- Assisted with development of outreach strategies and marketing tools to reach priority audiences.
- Managed volunteer recruitment, training, and retention efforts to ensure a strong support network for outreach initiatives.
- Cultivated a positive team environment through effective leadership, clear communication, and ongoing professional development opportunities.
- Promoted cross-functional collaboration within the organization to develop comprehensive solutions for community needs.
- Increased community engagement by developing and implementing targeted outreach programs.
- Developed strong relationships with key decision-makers, fostering trust and loyalty in the assigned territory.
- Trained and mentored sales representatives in sales techniques and strategies.
- Streamlined processes for better resource allocation through regular evaluation of outreach programs'' effectiveness.
- Coordinated educational workshops that increased awareness of available resources within the community.
- Collaborated with program teams, community organizations, peers and volunteers in execution of events and activities.
Sales Development Manager
UnitedHealth Group
09.2018 - 03.2020
- Senior Leader for the Dual special Needs Medicare Advantage plan for Central FL.
- In Charge of a team of 7 talented professionals where we oversaw Community Outreach in Medicare market areas by doing Informal sales events.
- Was in charge of Sales training for ICA agents with UHC and all DSNP training for Central Florida.
- Responsible for conducting Live product training to FMO in the Central and North Florida Market.
- Was in charge of up to 1000 underperforming Agents where 30% of the came from having 0 sales to 50-100 sales in 2019.
Education
BBA - International Business
Everest University-South Orlando
Orlando, FL12.2011
Skills
- Active State Life/Health Insurance License
- Area Sales Management
- Bilingual
- Client Relationship Building and Management
- External Distribution Channel Management
- Field Sales Experience
- IFP Sales Experience
- Lead Generation Strategies
- Lead Optimization
- Professional Contacts/Relationships
- Proficiency in Outlook, Power BI, Word, Excel, PowerPoint, Teams
- Understanding ACA Sales & Marketing Regulations
Positions
- Inside Group Retiree Sales Supervisor, UnitedHealth Group, 05/01/22, Present, Oversaw a team of 25 agents handling high-level consumer accounts., Responsible for all aspects of the program including reports and presentations., Assisted with AEP readiness launch and training new agents.
- Powered by Telesales Medicare Sales Manager, Assurance IQ, 03/01/21, 05/01/22, Managed and led a group of 19 sales agents., Coached agents to surpass sales goals by over 200%., Assisted with recruiting and corporate cultural awareness.
- Business Development Manager, ASSURANCE IQ, 06/01/20, 03/01/21, Conducted boot camp sales training during AEP., Maintained outreach numbers and assisted with compliance reviews.
- Community Outreach Manager, UnitedHealth Group, 07/01/19, 03/01/20, Led a team of 7 professionals overseeing community outreach., Developed up to 70 sales events a month.
- Sales Development Manager, UnitedHealth Group, 09/01/18, 03/01/20, Conducted live product training and managed underperforming agents.
- Executive Board Member, Fundacion Welfer, 01/01/15, 06/01/19, Focused on improving health for children and the elderly.
- Telesales Representative, UnitedHealth Group, 03/01/16, 09/01/18, Worked on lead optimization and client relationship building.
- Loan Officer Assistant, Hamilton Group Funding, 01/01/15, 03/01/16, Supported loan originators in business development.
- Small Business Agent, AT&T, 09/01/12, 12/01/15, Engaged in small business sales and development.
Personal Information
Title: GP Telesls Grp Spvsr
Work Info
KRISTIN ZEITLER, Medicare & Retirement Sales, 20020-04000USASS800-404405, 87
Languages
Spanish
Native or Bilingual
Timeline
Inside Group Retiree Sales Supervisor
UnitedHealth Group
05.2022 - Current
Medicare Sales Manager
Prudential Financial
03.2021 - 05.2022
Business Development Manager
ASSURANCE IQ
06.2020 - 03.2021
Community Outreach Manager
UnitedHealth Group
07.2019 - 03.2020
Sales Development Manager
UnitedHealth Group
09.2018 - 03.2020
BBA - International Business
Everest University-South Orlando
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