Tracey Halsted Email and Phone Number

Identifying the market and educating seniors on essential healthcare options. Imparting knowledge of industry plans and regulatory environment to tailor solutions best suited to individual lifestyles. Direct sales responsibility. Coordinate enrollment and transition. Successfully garner referrals based on satisfaction. Personally develop and conduct both in-person and online (Webex) sales seminars for groups ranging from 5-100 attendees.

Sales and marketing responsibility for recruiting agencies to market WPS solutions. Aligned business strategies around marketing and advertising. Built relationships that resulted in the largest agency in Wisconsin contracting with WPS. Promoted WPS products resulting in significantly increased volume of sales.

Responsible for growing the Individual Product Market throughout Wisconsin. Sales Products included Short-term, Individual, and Medicare Health Plans. Consistently succeeded in hitting sales goals and helping the team win Annual Sales Awards 2001-2013. In addition to face to face and telemarketing individual prospects, mentored and trained new team members. Training including product knowledge, improving sales skills, and guiding through process of building relationships to generate referrals. Hosted Medicare Options Seminars to educate public approaching Medicare eligibility with regard to benefits, eligibility, enrollment timelines, and potential penalties imposed for late entrance into Medicare. Assisted and managed Sesaonal Employee Team launched in 2006 when CMS introduced Medicare Part D RX coverage for Medicare recipients. Continued assisting in training each year following 2006. Assisted in developing opportunities with associations to endorse individual products and increase sales.