Patrick Beene
Cameron Park,CA
Summary
Sales leader with a proven track record, excelling in Medicare sales and team development. Expert in agent coaching and compliance oversight, driving performance improvements and achieving top sales rankings. Skilled in CRM tools and conflict resolution, fostering a high-performing sales culture that consistently exceeds targets.
Overview
9
9
years of professional experience
1
1
Certification
Work History
Sales Supervisor
Ehealth
Remote
07.2021 - 07.2025
- Supervise a team of licensed Medicare agents, providing training, coaching, and day-to-day support to achieve monthly and annual sales goals.
- Monitor and enforce CMS compliance standards, conducting audits and coaching agents on best practices to maintain regulatory adherence.
- Facilitate onboarding and ongoing education for new and existing agents, including product training, system navigation, and sales techniques.
- Analyze agent performance metrics and provide targeted coaching to improve conversion rates and customer retention.
- Conducted interviews and led the hiring process to build a new high-performing sales team from the ground up.
Sales Agent
Ehealth
Remote
07.2019 - 07.2021
- Engaged clients through effective communication, understanding their healthcare needs and providing tailored solutions.
- Utilized CRM systems to manage client interactions and improve service
- Educated clients on product offerings, ensuring clear understanding of services available to them.
- Increased sales revenue by consistently meeting and exceeding sales targets.
- Improved overall customer satisfaction by promptly addressing concerns and providing tailored solutions.
- Ranked in the top 10% company-wide for Medicare sales performance.
- #1 in Medicare Supplement sales for multiple consecutive months.
- Sold over 1,000 policies in the final year of tenure.
Sales Associate
Shingle Springs Honda
Shingle Springs, CA
12.2016 - 07.2019
- #1 in sales consecutively
- Greeted customers and assessed their vehicle needs to recommend suitable options.
- Demonstrated vehicle features and benefits through test drives and product presentations.
- Negotiated prices, trade-in values, and financing options to close sales effectively.
- Maintained up-to-date knowledge of inventory, promotions, and industry trends.
- Built and maintained customer relationships to encourage repeat business and referrals.
- Met and exceeded monthly sales goals through proactive lead follow-up and upselling techniques.
- Conducted follow-up calls and emails to ensure customer satisfaction and encourage future sales.
- Utilized CRM software to track leads, appointments, and customer communications.
- Closed deals for sales associates when needed.
Education
High School Diploma -
Ponderosa
Shingle Springs, CA2010
Skills
- Medicare Sales Team Leadership
- Agent Coaching & Development
- Interviewing & Talent Acquisition
- Performance Management & KPIs
- CMS Guidelines & Compliance Oversight
- Sales Strategy Implementation
- Training & Onboarding Programs
- CRM & Reporting Tools (Bose back office Tableau, Nice, etc
- Microsoft word, excel, and PowerPoint
- Conflict Resolution & Escalation Handling
- Agent Licensing & Certification Oversight
- Team Motivation & Retention Strategies
- Objection Handling
- Sales Closing Techniques
- Telephonic & In-Person Sales
- Needs-Based Selling
Accomplishments
"Council of Sales Leadership Award Winner – 2017, 2018
Certification
Accident and health license
Timeline
Sales Supervisor
Ehealth
07.2021 - 07.2025
Sales Agent
Ehealth
07.2019 - 07.2021
Sales Associate
Shingle Springs Honda
12.2016 - 07.2019
High School Diploma -
Ponderosa