Nilo A. Sudbrack
Fort Lauderdale,Florida
Summary
Dynamic professional with extensive experience in assessing client needs and delivering customized solutions. Deep understanding of a wide range of products enables the provision of insightful and informed advice. Proven ability to communicate effectively and negotiate successfully, fostering strong relationships with clients and ensuring satisfaction. Committed to leveraging expertise to drive results and enhance client experiences.
Overview
31
31
years of professional experience
Work History
Licensed Agent
Agility Health Group
Deerfield Beach, FL
07.2024 - Current
- Averaging 4 closed Medicare policies per work day, in the top 25% of all licensed Medicare agents.
- Analyzed customer requirements to determine which products or services would provide best fit.
- Conducted thorough research on various insurance products to stay current with industry trends and changes.
Licensed Agent
Complete Health Advisors
Portland, OR
07.2020 - 06.2024
- Facilitated client consultations to assess health insurance needs and provide tailored coverage options.
- Developed and maintained strong relationships with clients, enhancing customer satisfaction and retention rates.
- Averaged 3.5 closed Medicare policies per work day, in the top 25% of all licensed Medicare agents..
- Provided ongoing support to existing clients, reviewing policies periodically to ensure adequate coverage as their needs evolved.
Customer Service Supervisor
OSS Benefits Group
Coral Springs, FL
11.2016 - 07.2020
- Supervised customer service team, ensuring high-quality support and adherence to operational standards.
- Implemented workflow improvements, resulting in increased efficiency and reduced response times.
- Managed escalated customer inquiries, resolving issues effectively and maintaining satisfaction levels.
- Managed approximately 40 incoming calls and faxes per day from customers.
Account Executive
SkyBank Financial
Miami Beach, FL
01.2014 - 10.2016
- Developed strong client relationships to drive account growth and retention.
- Led negotiation processes, ensuring favorable terms for clients and maximizing profitability.
- Provided exceptional customer service, addressing client concerns promptly and effectively to ensure long-term loyalty.
Owner/Manager
Secured Wealth Management LLC
Miami, FL
01.2009 - 01.2014
- Developed comprehensive financial strategies to enhance client portfolios and drive growth.
- Established long-term relationships with clients, fostering trust and loyalty in wealth management services.
- Analyzed market trends to inform strategic decision-making and optimize asset allocation for clients.
Presentation Manager
COESfx Inc.
Plainview, NY
01.2005 - 01.2009
- Analyzed audience feedback to refine presentation content and delivery methods continuously.
- Led initiatives to integrate advanced tools for visual storytelling in presentations, enhancing clarity and impact.
- Designed insightful and attractive PowerPoint presentations.
Director of Product Development
Shop America Network
Miramar, FL
03.2001 - 01.2005
- Conducted thorough market analysis, enabling informed decisions regarding product features and target audience demographics.
- Reduced time-to-market for new products by optimizing project management tools and strategies.
- Devised content strategy to effectively engage target audiences.
Presentation Manager
TradeStation Securities
Miami, FL
01.1997 - 03.2001
- Developed and implemented presentation strategies to enhance client engagement and retention.
- Trained and mentored junior staff on best practices for creating impactful presentations.
- Leveraged advanced software features to incorporate animation effects that enhanced content flow while maintaining professionalism throughout each presentation delivered.
- Coordinated logistics for live events, ensuring seamless execution of multimedia components during presentations.
Account Executive
GKN Securities
North Miami, FL
09.1995 - 01.1997
- Analyzed market trends to identify opportunities for new business development.
- Boosted client satisfaction by developing and maintaining strong relationships through effective communication.
- Maintained up-to-date knowledge on product offerings, ensuring accurate representation during sales pitches or negotiations with clients.
Education
Bachelor of Arts - History
Lake Forest College
Lake Forest, IL05.1995
Skills
- Strong verbal communication
- Engaging presentation skills
- Sales techniques
- Analytical problem-solving
Timeline
Licensed Agent
Agility Health Group
07.2024 - Current
Licensed Agent
Complete Health Advisors
07.2020 - 06.2024
Customer Service Supervisor
OSS Benefits Group
11.2016 - 07.2020
Account Executive
SkyBank Financial
01.2014 - 10.2016
Owner/Manager
Secured Wealth Management LLC
01.2009 - 01.2014
Presentation Manager
COESfx Inc.
01.2005 - 01.2009
Director of Product Development
Shop America Network
03.2001 - 01.2005
Presentation Manager
TradeStation Securities
01.1997 - 03.2001
Account Executive
GKN Securities
09.1995 - 01.1997
Bachelor of Arts - History
Lake Forest College