Moises Vizcaino

• Achieved 120% of annual sales quota in first full sales year and 190% in second, generating $169.7K in sales in Fiscal Year 2026, ranking #2 in total sales production on a seven-person team, and earning Runner-Up, ADPIA Super Start Recognition.
• Consulted with business owners, C-suite executives, and senior decision-makers on employee benefits strategy, cost, compliance, and retention; delivered tailored presentations and recommendations to address client needs.
• Developed and managed prospective client pipelines through consultative inbound selling, targeted prospecting, consistent cold calling, and referral-driven opportunities; consistently met activity KPIs through calling, appointment generation, proposals, document collection, carrier submissions, and enrollment support.
• Cross-sold Employee Benefits opportunities from multiple business units, including payroll, workers’ compensation, retirement services, and other solutions, identifying client needs and developing additional revenue opportunities.
• Built relationships with General Agencies, brokerages, and internal group health agents, including Word & Brown and Emerson Rogers, generating referrals, expanding pipelines, and supporting regional growth.
• Applied technical knowledge of employee benefits, including level-funded and ACA medical plans, communicating complex insurance solutions effectively to non-insurance buyers.
• Led employee enrollment meetings and client presentations covering medical, ancillary, and voluntary benefits; collaborated with internal sales teams, health agents, General Agencies, and carriers from proposal through approval and enrollment.
• Maintained Life & Health licenses across 23 states with Aetna, Anthem, and UnitedHealthcare appointments; leveraged Salesforce, Microsoft Copilot, Microsoft Office, Gong, and Webex for pipeline management, client engagement, activity tracking, and sales execution.

• Operated under sales targets set by management, consistently driving product movement through consultative customer engagement, analysis of year over year performance and informed recommendations.