Philip Daniels
Surprise,AZ
Summary
A motivated professional with a proven background in educational enrollment and admissions processes, inside/outside sales, finance, insurance, and customer service, seeks permanent position utilizing sales, analytical and communication skills.
Overview
22
22
years of professional experience
Work History
Licensed Senior Benefit Consultant
GoHealth
Surprise, AZ
03.2023 - Current
- Assess and identify insurance needs of customers over the phone.
- Effectively sell health insurance plans and products to customers.
- Quickly grasp new concepts and product offerings, such as Major Medical, Medicare Advantage, Medicare Supplement, Prescription Drug Plans, and other ancillary health products.
Benefits Counselor
EOI Service Company LLC
Surprise, AZ
08.2022 - 12.2022
- Educated and advised employees on group health plans, voluntary benefits and 401(k) retirement plans.
- Provided detailed information about benefits and limitations of different policies and programs.
- Provided assistance to plan participants by explaining benefits information to ensure educated selections.
- Discussed medical, dental, short-term and long-term benefit plans with new hires and eligible employees with status changes.
Licensed Insurance Agent
Medicare Made Easy
Boca Raton, FL
05.2022 - 08.2022
- Analyzed customer needs and provided best options, upselling products and services.
- Conducted meetings or phone calls with potential clients to present insurance policies and answer questions.
- Upsold products to policyholders and potential new clients.
- Explained advantages, disadvantages and features of policies to promote sales of Medicare plans.
- Explained eligibility details and affordability options to patients with kindness and respect.
- Conducted interviews with applicants, explaining benefits process and which programs were available.
Financial Representative
Western and Southern Life
Gilbert, AZ
01.2022 - 05.2022
- Outside life insurance sales representative
- Identify market(s) and develop appropriate marketing plan
- Prospect and network for middle-market clients by identification of qualified names and making initial contacts
- Contact and secure appointments with prospective and existing clients for the purpose of sales, conservation and service
- Adequately prepare for all appointments through established processes
- Conduct all appointments using Western & Southern Life consultative practices and processes.
Medicare Sales Agent
Clearlink
Salt Lake City , UT
09.2020 - 01.2021
- Inbound and outbound sales
- Represent several different insurance companies
- Multi-state licensed
University Counselor Level
Grand Canyon University
Salt Lake City, Phoenix, UT, AZ
08.2008 - 12.2019
- Military
- Responsible for counseling potential students regarding degree programs
- Collectively work with a graduation team to assist students with degree completion
- Counsel student with completion of admissions processes and enrollment
- Received the Award of Excellence for Production
- Awarded trip to the Grand Canyon University Leadership Summit.
Personal Loan Consultant
Countrywide Home Mortgage
05.2008 - 08.2008
- Inbound call center sales
- Counsel potential customers regarding mortgage solutions Skill sets: on the fly sales skills and product knowledge.
Direct
Alliance
Chandler, AZ
12.2007 - 03.2008
- Business-to-Business Electronic Sales
- Outbound sales
- Processed computer orders that met the requirements set by the client and forwarded to the client’s fulfillment location.
Outside Sub Prime Wholesale Account Executive
NFC Wholesale
Phoenix, AZ
05.2007 - 10.2007
- Business-to-business mortgage product sales
- Advised mortgage broker companies regarding mortgage products
- Developed mortgage business relationships state wide.
Inside Sub Prime Wholesale Account Executive
Equifirst
Phoenix, AZ
09.2006 - 05.2007
- Outbound sales
- Received training as an underwriter
- Developed business relationships on a national level with over 50 brokers
- Gross production ranged between $2-6 million
Inside Sub Prime Wholesale Account Executive/Home Mortgage Consultant
Wells Fargo
Phoenix, AZ
08.2002 - 09.2006
- Inbound sales
- Top producer as mortgage consultant; in Leader’s Club
- Consulted clients on purchase and refinance programs
- Gross production as a mortgage consultant was $300 million per year
- Developed and maintained business relationships with sub-prime mortgage companies
- Gross production as an account executive ranged between $2-3million per year.
Education
Finance and Pre-law
Sam Houston State University
06.1993
Skills
- Sales Expertise
- Enrollment Planning
- Student Support
- Career & Educational Counseling
- Transcript Review
- Financial Aid Applications
- Degree Program Referrals
- Registration Processes
- Coaching Enrollment/Admissions Counselors
- Project Management Systems
- Microsoft 365
- Google Docs
References
References available upon request.
Timeline
Licensed Senior Benefit Consultant
GoHealth
03.2023 - Current
Benefits Counselor
EOI Service Company LLC
08.2022 - 12.2022
Licensed Insurance Agent
Medicare Made Easy
05.2022 - 08.2022
Financial Representative
Western and Southern Life
01.2022 - 05.2022
Medicare Sales Agent
Clearlink
09.2020 - 01.2021
University Counselor Level
Grand Canyon University
08.2008 - 12.2019
Personal Loan Consultant
Countrywide Home Mortgage
05.2008 - 08.2008
Direct
Alliance
12.2007 - 03.2008
Outside Sub Prime Wholesale Account Executive
NFC Wholesale
05.2007 - 10.2007
Inside Sub Prime Wholesale Account Executive
Equifirst
09.2006 - 05.2007
Inside Sub Prime Wholesale Account Executive/Home Mortgage Consultant
Wells Fargo
08.2002 - 09.2006
Finance and Pre-law
Sam Houston State University