Daniel Gonzalez Email & Phone Number

Provide consultative sales and service experience for customers seeking information andeducation on available products to support health, wellness, and income protection.● Conduct plan comparison and analysis for new or existing members seeking new solutions.● Present and explain recommended products, benefits, features, and alternatives.● Generate and act upon leads for new sales and member retention.● Perform outbound call campaigns to company generated sales leads.● Perform outbound call campaigns for the Under 65 and Over 65 segment● Meet/exceed monthly targets for community engagement work and effectively record, track, andmeasure the impact to build or adjust future.

● Determine clients' particular needs by creating a needs analysis.● Develop a coordinated protection plan by calculating and quoting rates for coverage actionand long-term strategy implementation.● Provides continuing service by processing changes in beneficiary’s policy and assisting theirneeds.● Enhances insurance agency reputation by accepting ownership for accomplishing new anddifferent requests; exploring opportunities to add value to job accomplishments.