JOSEPH CASARES
IFG/Platinum Health Care
TAMPA
1
Certification
23
years of professional experience
Bringing strong relationship-building skills and a goal-oriented mindset, with a proven track record in navigating complex environments and consistently achieving top-tier results. Adept in effective communication and problem-solving, contributing to team success while ensuring client needs are met efficiently. Committed to delivering exceptional service and driving continuous improvement in operations.
Work History
Advanced Medicare Agent
1 Year 10 Months- Unlocking the needs and fears of today's senior market population by navigating thorough modern Medicare.
- Understanding the complexities of a much more fluid, ever-changing Medicare environment that has simply become more competitive and long overdue of a more compliant arena.
- We, as agents, have a fiduciary responsibility.
- Consistently placed in the Top 20% monthly production with PHC.
- Finished within 15% of all agents during 2026 AEP (approx 170 estimated approximately active agents during this time).
- FULLY REMOTE
Independent Sales Agent
1 Year 9 Months- Assess and analyze Life/Health needs while providing an excellent client experience.
- Consult on coverage and price trade-offs to meet the client's needs, directing and educating clients to make an informed decision.
- Respond to leads quickly and efficiently.
- Communicate to clients via phone, email, and text messages through CRM.
- Work with other teams to ensure clients' needs are met throughout the sales process.
- Meet daily, weekly, and monthly KPIs while contributing toward the team's goals.
- Two on the Life sales side, placed both months in top 20 of 100+ agents.
- Consistently led my team in every metric from start to end of AEP 2021.
- #6 agent in AEP 2021 sales out of 500 plus agents (Over 300 policies sold).
- FULLY REMOTE
Sales Relationship Manager Type II
1 Year- Assess and analyze Life/Health needs while providing an excellent client experience.
- Consult on coverage and price trade-offs to meet the client's needs, directing and educating clients to make an informed decision.
- Respond to leads quickly and efficiently.
- Communicate to clients via phone, email, and text messages through CRM.
- Work with other teams to ensure clients' needs are met throughout the sales process.
- Meet daily, weekly, and monthly KPIs while contributing toward the team's goals.
- FULLY REMOTE
Registered Representative
1 Year 4 Months- Develop financial plans based on analysis of clients' financial status, and discuss financial options with clients.
- Seek out new clients and develop clientele by networking to find and generate lists of prospective clients.
- Develop financial plans based on analysis of clients' financial status.
- Contact prospective customers to determine needs, present information, and explain available services.
- Conduct seminars/workshops on financial planning on the topics of using life/income platforms and the suitability of utilizing such recommendations.
- Million Dollar Round Table Qualifier 2011.
Director of Compliance
3 Years 7 Months- Review and evaluate suitability of all variable annuity business written in the branch.
- Customize programs to suit individual customers' needs, covering a variety of risk.
- Analyze training needs to develop new and or modify and improve existing programs.
- Call on clients to deliver and explain insurance products and suggest additions or changes.
- Explain features, advantages and disadvantages of various products to promote revenue.
- Million Dollar Round Table Qualifier 2008 & 2009.
General Agent
4 Years 8 Months- Sell various types of insurance policies to individuals on behalf of the company.
- Specialized in Life (Whole and Universal), Long Term Care, Medicare, and Annuities.
- Interview prospective clients to obtain data about the financial resources and needs.
- Monitor claims, ensuring they are settled equitably for both the client and the insurer.
- Rising Star Award 2004 (Rookie of the Year).
- Bankers Life and Casualty Company Convention Winner 2004, 2005 & 2006.
Education
Bachelor of Arts - Psychology
Skills
Customer service and care
Problem-solving skills
Clear communication
Critical thinking
Positive attitude
Goal-oriented mindset
Problem-solving
Relationship building
Sales closing
Organizational skills
Ensuring customer satisfaction
Certification
2-15 Life, Health, & Variable Annuity, Able to write in 47 states
Timeline
Advanced Medicare Agent
IFG/Platinum Health Care
06.2024 - 04.2026Read More
Independent Sales Agent
Medicare Made Easy
06.2022 - 03.2024Read More
Sales Relationship Manager Type II
Health IQ
04.2021 - 04.2022Read More
Registered Representative
Griffith & Werner
12.2009 - 04.2011Read More
Director of Compliance
Veracity Financial Group
09.2007 - 04.2011Read More
General Agent
Bankers Life and Casualty
01.2003 - 09.2007Read More
University of South Florida
Bachelor of Arts from Psychology
Read More