Thomas Joost

Cudahy,WI

Summary

Results-driven Account Manager and Sales Professional with over 15 years of experience in health and life insurance sales. Proven track record of building and retaining a substantial client base, leading sales teams, and generating consistent referral business. Strong communicator with excellent relationship-building, analytical, and organizational skills. Committed to delivering client-focused solutions and driving long-term growth.

Overview

years of professional experience

Certification

Work History

Account Manager / Sales

J Benefits LLC

Milwaukee, WI

09.2010 - Current

Built and maintained a client base of nearly 300 individual health insurance clients
Managed 5+ group insurance accounts
Led, trained, and mentored multiple sales associates
Maintained a high client retention rate through proactive service and relationship management
Generated consistent leads through referrals and strategic networking
Developed strong, long-term client relationships by providing tailored insurance solutions

Sales Representative

Primerica

Brookfield, WI

05.2009 - 08.2010

Gained foundational experience in financial planning and life insurance sales
Developed consultative selling techniques
Assisted clients in identifying appropriate financial protection solutions

Education

St. Cloud State University

St. Cloud, MN

01-2009

Skills

Client relationship management
Account management
Health and life insurance sales
Lead generation and referrals
Team leadership and development
Strategic planning
Cross-selling and upselling
Customer retention

Analytical problem solving
Time management
Conflict resolution
CRM and client data management
Microsoft Excel proficiency
Sales strategy development
Task execution