Jose Cisneros Email & Phone Number

Senior Account Executive responsible for managing a book-of-business consisting of enterprise accounts and tasked with bringing in new logos.

Chicago, Illinois, United States

• Started agency to sell life insurance, medical insurance for those under 65, and Medicare Supplemental coverage.
• Worked with upline, Healthworks, as an intermediary between consumer and insurance carriers.
• Used CRM and lead vendors to prospect for new clients, and managed book of business.
• Accepted into tech incubator (1871) to develop technology that would assist in the enrollment of insurance plans online.
• Grew account from $0 to over $2MM in gross sales.
• Gained conversion rate of 50% during Open Enrollment and 33% outside of OEP/AEP.

Chicago, Illinois, United States

• Responsible for driving and co-owning SaaS, cloud, and services within assigned region with a focus on SLED accounts.
• Built entirely new customer base through prospecting, channel engagement, and vendor alliances.
• Managed existing book-of-business and opened new verticals with clients by collaborating with Solutions Engineers, Channel Partners, and Distributors.
• Engaged with senior executives in I.T, HR, and Department Supervisors.
• Organized and aligned resources for Outside Rep’s scheduled meetings with clients.
• Teamed with Solution Architects to discuss implementation of SaaS, IaaS, and IoT solutions.

Chicago, Illinois, United States

• Sold life and medical insurance.
• Licensed in 12 states for Medicare and 34 states for under-65 health insurance.
• Ranked #1 in the 2015-2016 Open Enrollment Period out of 146 brokers.
• Ranked #7 in the 2014-2015 Open Enrollment Period out of 126 brokers.

Chicago, Illinois, United States

• Trained and mentored at several prestigious proprietary trading firms, including: Infinium Capital Management, Cheiron/GHCO, and Prime International Trading.
• Evaluated investment opportunities in financial markets such as energy, metals, soft commodities, fixed income, and foreign exchange.
• Garnered trading experience on the floor of the Chicago Board of Options Exchange (CBOE) and Chicago Board of Trade (CBOT/CME).
• Generated approximately $1.5 million.