• Sales: Sell and market Life, Health and Annuity products to the senior market. Lead sales generation through outbound calls, appointment setting, presentations, negotiations and closings. Excellent at selling and closing the customer.• Public Speaking & Seminars: Plan, develop and facilitate monthly seminars to provide information to the public concerning company, products and services. • Business Analysis & Development: Manage new business development, opportunities, and strategic planning to maximize growth and profitability. Establish growth plans for individuals accounts and personally manage calls, presentations, and closings. • Personnel Training & Human Resources Management: Manage multiple Human Resources responsibilities including personnel, training and development operations. Recruit, interview, hire and train Sales Agents in all areas of products and services. Responsible for forecasting and coordinating manpower planning to meet operational requirements. Determine appropriate staffing and employee skill levels, realign workflows to optimize productivity, and administer employee record-keeping and documentation.• Client Services: Provide excellent service to clients by effectively responding to requests, inquiries, suggestions, and/or concerns. Anticipate potential problems within accounts and plan contingencies to creatively resolve issues.

• Essential duties and Responsibilities: • Maintain team of 10+ licensed insurance agents inside Guidewell Connect to sell individual ACA and Medicare products for multiple carriers up to and including Tennessee, Pennsylvania, New Jersey, and Florida.• Knowledgeable with the usage of the following systems, Five9, Verint, 360Connect, Clarizen, Salesforce• Provide Coaching and Motivation in order to exceed sales goals.• Compliance Call Monitoring (AEP/OEP) reviewing calls with agents for coaching for improved performance and compliance• Collaborate with internal business partners to optimize sales and to remove barriers• Manage team adherence to compliance, Guidewell’s selling methodology and processes and Key Performance Indicators• Drive customer and agent satisfaction in a fast-paced environment• Ensure deliverables on all client SLAs including but not limited to sales and telephonic metrics• Regularly participate in Guidewell Connect performance discussions and reviews with key function leaders• Manage, hire, and discipline actions of Guidewell Connect contingent for Full Time Employee Staff• Weekly vendor/client conference calls for Report and Expense analysis• Participate with project specification development, coordinating appropriate client training• Scripting development and updates such as wording, routing, and disposition

• Responsible for driving inbound and outbound calls, emails, and proposals to focus on maintaining and expanding business relationships as well as gaining market share with existing and new customers.• Lead transactional & relationship sales. Partners with multiple sales people for both strategy and execution.• Focus on new account development and/or expanding existing accounts.• Viewed as a trusted business advisor to the customer and utilizes the knowledge of Dell’s Financial Services products, technology, and services to help customers grow & thrive.• Utilize a strategic approach to identify, evaluate, and recommend business finance solutions.• Analyze multiple market factors to both anticipate/identify customer problems/needs.• Engage in cross-functional resources, regardless of geographic location, in order to achieve goal/ meet customer needs.• Effectively balance demands from multiple stakeholders.• Effectively balance short term and long term priorities.• Develop and implement account plans that drive the attainment of critical business objectives.• Involved in contract negotiation and possess strong financial knowledge

• Company Highlights: Began with company as an Agent and consistently advanced to positions of higher levels of responsibility and authority including Unit Sales Manager, Branch Manager and Regional Trainer/Assistant Field Vice President. A brief synopsis of major responsibilities is highlighted as follows. Regional Trainer & Assistant Field Vice President• Regional Trainer & Assistant Vice President: Held full responsibility for recruiting, hiring, training and developing new Sales Agents. Responsible for building and establishing training and development activities that were aligned with mission, strategy, and tactical planning for staff members. Interviewed, hired and supervised staff members. Traveled weekly to assist Branch Managers in business development throughout Alabama, Arkansas, Kentucky, Louisiana, Mississippi and Tennessee. • Profitability: Assisted in doubling regional sales in all product lines, which significantly contributed to overall profitability.• Branch Management: Managed and directed overall operations and administration of Branch office which included personnel recruiting and training of new Sales Agents. Held full financial and operating responsibility for all sales, marketing, operating, financial and business affairs. Responsible for building and establishing sales and management activities that were aligned with mission, strategy, and tactical planning. • Business Development - Sales & Profitability: Built sales and exceeded growth target by managing new business development and strategic planning to maximize growth and profitability. Led sales cycle from initial consultation and presentation to closings and negotiations. Established sales goals and consistently achieved profitability.