Stephanie Pham Email & Phone Number

Santa Clara, California, Us

- Lead, manage, coach, and develop a high-performing sales team of 12-24 sales agents.- Build a strong sales team capable of consulting, building relationships, and educating families/individuals in need of Medicare health insurance.- Create and foster a fun, positive, and energetic sales environment by building relationships with agents.- Drive sales results, maximize sales KPIs, and achieve/exceed monthly sales quotas. * Q4 2022 - 2nd highest w/ 79% for Quality Monitoring (CMS requirement) * Q4 2022 - Beat both site (72.59%) and company averages (73.03%) for Quality Assurance (sales process) with 75.8%- Analyze team performance, prepare reports, and complete corrective actions.- Interview 100s of candidates for company’s sales teams.- Prepare, assess, analyze, and understand team performance via live listening as well as grading 2 completed sales calls per agent per month.- Responsible for completing Corrective Action Plans (CAPs), Request Agent Response (RARs), Continuous Education Courses (CECs), and Performance Improvement Plans (PIPs) in a timely manner.

Santa Clara, California, Us

Determine training needs by observing sales encounters; studying sales results reports; conferring with supervisors and upper management.Supervised a seasonal sales team of 12 agents that helped contribute over one and a half million dollars in revenue to eHealth for 2018 AEP season.Contributed in the success of eHealth hitting an all time high of 5000 Medicare Advantage applications on the last day of the 2018 AEP season by training and coaching sales supervisors, trainers, trainees, subject matter experts and sales agents both within eHealth and among vendor partners.Partner with key stakeholders and cross-functional leaders to secure internal support and consensus for training programs.

Santa Clara, California, Us

Supported sales floor of 120 agents with various issues; Medicare laws/procedures, sales process, override codes, sales coaching, etc. Sold 617 medical apps with a 15.7% medical conversion in 2017. Voluntarily mentored 5 new sales agents. Effectively used listening and problem solving skills to enroll beneficiaries in medicare plans as well as to help fellow coworkers succeed in improving their sales process and achieving higher sales numbers. Created and facilitated training content specific to teams areas for improvement.

Santa Clara, California, Us

Rookie of the month in June 2016.Ranked #2 among the April 2016 training class. Analyzed and recommended Medicare insurance coverage to an average of 30 persons daily.Consistently met and exceeded company standards for sales and conversion.

Glendale, Ca, Us

Recruit, screen, evaluate and match qualified candidates. Conduct thorough candidate interviews to identify the most qualified candidates in the market place. Facilitate the completion of background checks and references for all candidates. Substantiates candidates'​ skills by administering and scoring tests. Maintains candidate's information by entering and updating.employment and status- change data. Negotiate and extend job offers. Comply with Federal Equal Employment Opportunities (EEO) and Affirmative Action (AA) plans to include State and Federal employment laws.

Increased rate of return over 20% and reduced business costs by 30% within 6 months of overseeing department.Improved the operational systems, processes and policies in support of organizations mission.Developed the new hire training program. Recruited, hired and trained new employees for Supervisor Compliance Training Department.Attended regular meetings with both CEO and Executive Director. Implemented expansion into Latin America and Canada.

Educated clients on the current real estate market.Coordinated appointments with prospective sellers, buyers and renters to showcase houses. Assisted clients in the process of selling, buying and renting homes. Showed residential properties and explained the features, value and benefits of available home. Negotiated and wrote purchase and lease contracts. Actively followed-up with prospects and hot leads.Promoted property sales through advertisements and participation in multiple listing services.

Farmers Branch, Texas, Us

Work outbound and inbound lead sources per company standards.Speak with applicants to obtain information for loan applications and to answer questions about the process.Analyze applicants’ financial status, and creditworthiness. Explain to customers the different types of loans and credit options that are available, as well as the terms of those services.Obtain and compile copies of loan applicants’ credit histories, corporate financial statements, and other financial information.Review and update credit and loan files.Review loan documents to ensure that they are complete and accurate according to policy.Stay abreast of new types of loans and other financial services and products in order to better meet customers’ needs.Handle customer complaints and take appropriate action to resolve them.Meet company production standards.Perform other duties as assigned.

Promoted to Mortgage Loan Officer within 6 months of employment. Consistently ranked in Top 20% of region and Top 3 in district. Effectively managed more than 50 client relationships.Interviewed an average of 200 loan applicants per month.Consulted with clients about their financial and personal objectives.Offered loan solutions to help them achieve their goals. Analyzed applicants' financial status, credit and property evaluation to determine feasibility of granting loan.Achieved weekly, monthly, and quarterly sales goals consistently.