• Assisted customers with evaluating options for Medicare health coverage while driving profitable business development efforts.

• Provided high quality consultation on asset protection to clients through a variety of insurance products.• Prospected for new clients through extensive networking, membership in the local Chamber of Commerce, attendance at local seminars and active participation in the local community.• Educated current and prospective clients on coverage provides levels, performed a thorough needs analysis and presented carefully selected options that best addressed their requirements.

• Prospected for new clients through cold calling, creating email campaigns, attending professional networking events and belonging to a local BNI group.• Created and delivered presentations to the key decision makers and explained all potential solutions that allowed them to offer quality benefits to their employees while keeping an eye on their bottom line.• Created renewal presentations for existing clients consisting of alternatives to their current coverage to facilitate well educated decision making on an annual basis.

• Assisted CEOs and other upper-level management retirees as they transitioned from employer-based group health insurance onto individual Medicare or Pre-Medicare health insurance.• Traveled nationwide to conduct informational seminars to large groups of retirees.• Explained the transitional process from group health insurance to individual or family coverage through a process of needs analysis, plan selection, and direct enrollment.• Established and maintained strong working relationships with clients to provide year-round support. • Conducted annual plan reviews to ensure clients had the most suitable coverage to meet their needs• Explain the transitional process from group health insurance to individual or family coverage through a process of needs analysis, plan selection, and direct enrollment.• Establish and maintain strong working relationships with clients to provide year-round support; conduct annual plan reviews to ensure clients have the most suitable coverage to meet their current needs.

• Developed a strong understanding of the Affordable Health Act and health plans offered to individuals and families.• Advised and educated clients on the Medicare system and health plans in their area.• Attained Health & Life Insurance licenses in 50 states and appointed with 15 nationally recognized insurance carriers.• Consistently reached and exceeded sales goals on a monthly basis.