Broker Sales Resume Samples

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H Langworth

Heloise

Langworth

985 Adolfo Corner

Philadelphia

+1 (555) 717 1218

985 Adolfo Corner

Philadelphia

Phone

p +1 (555) 717 1218

Experience Experience

Phoenix, AZ

Regional Mgr-broker / Sales Agcy

Phoenix, AZ

Wolf Group

Phoenix, AZ

Regional Mgr-broker / Sales Agcy

Responsible for Trade Investment Management (TIM): system input, trade fund management, direct sales forecasting and projection activities for the company
Trade Investment Management (TIM) system input, trade fund management, direct sales forecasting and projection activities for the company
Manage daily business in partnership with customers, including: UPC product/item setup, maintenance, logistics and inventory management
Manage daily business in partnership with customers, including UPC product/item setup, maintenance, logistics and inventory management
Ongoing contract management
Relationship management with distributor, corporate and divisions
Execute brand and category growth strategy

Los Angeles, CA

Account Manager, Broker Sales

Los Angeles, CA

Nitzsche, Swift and Gleichner

Los Angeles, CA

Account Manager, Broker Sales

Take effective direction and constructive feedback from Corporate Account Managers
Coordinate Customer visits with Specialists or other Sales Personnel; Participate in joint sales calls with Corporate Account Manager
Manage business expenses, and the timely submission of business expenses
Assist in the collection of invoiced revenue from Customers
Develop and maintain proficiencies in Windows based applications
Promote communication and coordination between Sales, Operations, Customer Service and Customers
Maintain daily awareness of sales activities and results

present

Detroit, MI

Broker Sales Executive

Detroit, MI

Lindgren-Tromp

present

Detroit, MI

Broker Sales Executive

present

Communicating openly and honestly
Providing competitive compensation and benefits
Maintaining a safe, healthy work environment
Encouraging team work, individual growth and development
Strong knowledge of Microsoft Office, specifically Word, Excel, and Outlook Exchange; proficient in Internet Explorer
Drives increased sales and Company growth by developing positive business relationships with agents/brokers
Maintains increasing knowledge of insurance industry markets, products, and legal environments to provide a value-added service to agents/brokers

Education Education

Bachelor’s Degree in Business

Strayer University

Bachelor’s Degree in Business

Skills Skills

The ability to utilize creativity and push beyond the obvious, comfortable going into “unchartered” territory in setting out recommendations, goals
Proficient in MS Office Suite (Word, Excel, Power Point, etc.)
Knowledge regarding relationship management, experience and mindset to work with partners in building initiatives that deliver on goals
Knowledge regarding Project Management, and experience with setting up and managing projects in a complex, fast-moving environment
High level of organizational skills, good written and oral communication skills
Ability to work independently and meet deadlines
Sales experience in the Convenience, Grocery, Drug and/or Mass retail channel(s)
Problem solver with a solutions oriented mindset
Understand the value of listening to customers, gaining insights and moving objectives forward

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11 Broker Sales resume templates

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Director of Execution & Broker Sales Resume Examples & Samples

Minimum of 7 years CPG experience
People Management experience
Category management and financial management experience
Power user of Microsoft windows suite of programs (Excel, PowerPoint)
Exceptional leadership and customer management skills
Superior time management skills, ability to multitask, set priorities and plan
Strong use of influencing skills to gain alignment, agreement, and commitments (internal/external)
Strong ability to work within and be successful in a highly matrixed environment
Strong analytical skills: ability to link strategies and objectives to develop a plan
Excellent communication skills: ability to send and receive information clearly and concisely
Ability to work independently, and solve problems by leveraging multiple function support
Strong planning/organizing skills: capable of managing major projects simultaneously
Self-starter, ability to work independently without constant direct supervision
Superior presentation skills, both in development of compelling stories and in presenting them at all levels within customer and internal organization
Must be willing and able to travel up to 25% of the time

Broker Sales Rep-mid Markets Resume Examples & Samples

Profitably sell electricity products and services to targeted end-use customers. Identify and qualify sales prospects, make effective presentations and close sales within an acceptable time frame. Can change tactics midstream as needed
Work collaboratively with both NRG REPs and non-NRG REPs to obtain the best value for the customer regardless of the REP’s affiliation
Work with pricing team to Manage REP relationships and communication
Manage the ongoing business relationships with assigned customer base by maintaining contact as needed
Serve as primary contact for all communications with customer
Actively seek out and recommend new products and services that increase profitability of new customers (and existing customers if assigned) via customer presentations
Maintain high awareness of the competitive environment, electricity marketing trends, and current pricing strategies
Ability to meet defined sales/financial goals and objectives
Represent company in a professional and ethical manner
Participate in professional associations (ex. TEPA)
Attendance and active participation in required meetings and training sessions
2+ years work experience required, preferably in business to business sales of services or related experience
Knowledge of the electricity industry and competitive retail electric markets experience an advantage
Strong interpersonal relationship building skills
Established sales track record
Keen ability to develop business plans, including ability to scope and model performance outcomes and metrics
Experience in designing and building partnership and customer relationships, acquisition and retention marketing strategies
Experience in partner and customer communications (face to face and group) as well as across online, phone, and mail environments
Comfortable preparing and interpreting numerical analysis
Strong analytical skills and project management skills
Excellent oral and written communication skills. Ability to communicate with all levels of the organization
Capable of working independently and on a team; flexibility to work in fast-paced, lean environment; effective managing multiple issues simultaneously; able to adapt quickly to new situations
High integrity, energy, enthusiasm, and tenacity

Dir, Broker Sales Resume Examples & Samples

Deliver WellCare's Value Proposition to the District Sales Managers and broker teams in assigned market
Drive District Sales Managers and broker teams to maximize new membership enrollment
Staff, train, evaluate and develop District Sales Managers and broker sales force in assigned territory
The ability to plan, organize, and adapt
Provide in the field problem solving
Work collaboratively across functional areas by serving as a resource within one's region and by leveraging the expertise of others
Oversee / ensure broker compliance within assigned market
Attend Industry Tradeshows - attend state and local NAHU, NAIFA and Senior Market Advisor conferences
Manage FMO relationships
Conducts weekly sales meetings
Enrollment forecasts and revenue projections for strategic and financial planning purposes
Prepares reports, charts and other measurement statistics required to monitor and direct the sales department
Direct supervision through frequent meetings with District Sales Managers in assigned market
Technical Skills/Requirements: Demonstrated knowledge using Outlook, PowerPoint, Excel and MS Wor

Ipmi Broker Sales & Service rep Resume Examples & Samples

Respond within the time commitment given to enquiries regarding broker enquiries and perform necessary action as required, with first call resolution where possible
Build relations with internal departments to ensure all resources are utilized to the benefit of the customer, working within the regional benefits and reaching out to relevant service brokers where necessary
Ability to meet/exceed targets and manage multiple priorities
Strong interpersonal skills with good verbal and written communication to internal and external clients
Ability to work under own initiative and proactive in recommending and implementing process improvements

Broker Sales Executive Resume Examples & Samples

Communicate effectively with all levels of internal and external personnel, both verbally and in writing
Develop and maintain good working relationships and provide positive customer service
Work in and contribute to a positive team environment
Manage multiple responsibilities simultaneously
Associates degree preferred, along with a minimum of three (3) years experience in a related insurance/employee benefit medical sales role
Life Agent''s License is required
Strong knowledge of Microsoft Office, specifically Word, Excel, and Outlook Exchange; proficient in Internet Explorer

Broker Sales Manager Resume Examples & Samples

Creating a compelling proposition for brokers to differentiate British Gas from its competitors (price, commission, service)
Develop and maintain sales plans for each TPI, managing performance as necessary
Manage the onboarding and, where appropriate, off-boarding of TPI’s
Manage a marketing budget appropriate to the partner TPIs and the value of a new growth opportunity
Develop and implement a broker strategy for the low cost offer, ensuring alignment with the strategic objectives for the proposition
Identify and maintain a pipeline of TPIs for future growth of new opportunities
Work closely with the Partner Markets Channel to ensure a joined-up approach to the market
Carry out all aspects of the role in line with current BGB standards, guidelines and processes, meeting training, regulatory, compliance and audit requirements
Identify any operational and regulatory risks, escalating as appropriate

Account Manager, Broker Sales Resume Examples & Samples

Ensures Health and Safety is the number one goal by following policies, processes, and acting in a safe manner at all times
Obtain a minimum yearly goal in New Business accounts; Meet quarterly and annual revenue objectives; Meet or exceed the threshold for the established minimum number of sales calls per week
Coordinate Customer visits with Specialists or other Sales Personnel; Participate in joint sales calls with Corporate Account Manager
Take a lead role in executing Corporate Account Strategy for assigned local accounts
Coordinate and complete profile information as needed; Maintain company and contact information and document all sales calls, customer visits and business opportunities in Beacon
Complete annual Sales Revenue Budget
Promote communication and coordination between Sales, Operations, Customer Service and Customers
Assist in the collection of invoiced revenue from Customers
Ensure Customer satisfaction with Clean Harbors
Maintain daily awareness of sales activities and results
Demonstrate ability to negotiate pricing and contract requirements; During Customer sales calls, determine adequacy of present level of service and recommend adjustments
Obtain signed Standard Service Agreements for New Business
Review, understand and use Monthly Revenue and Receivable Reports
Manage business expenses, and the timely submission of business expenses
Performs other duties and tasks as assigned from time to time by management and will be required by the needs of the Clean Harbors business

Account Executive, Broker Sales Resume Examples & Samples

Educate and pre-qualify brokers on opportunities with Homeward Residential for residential mortgages
Sign up brokers on the Homeward Residential Client Select Plan for Broker and Emerging Banker
Train brokers on residential mortgages through presentations
Interface with brokers on a weekly basis via a personal visits, phone calls and/or marketing emails
Maintain active communication with the processing team concerning broker client needs
Create increased broker contacts by continual prospecting of new brokers through seminars and broker referrals
Attend all trainings, sales meetings and orientations as directed by the Regional Sales manager or the Vice President of Sale
Maintain proficiency of Homeward Residential product guideline changes and communicate these timely to active customers
Increase public awareness of the industry by reading publications and the Internet
High school diploma, GED or military equivalent experience required; four year degree from an accredited university preferred
Minimum of three years recent wholesale sales in mortgage industry with proven track record of achieving or exceeding sales expectations
Proficiency in MS Office programs, specifically Word, Excel, Outlook, PowerPoint and Publisher

Mortgage Broker Sales Support Specialist Resume Examples & Samples

Efficiently & knowledgeably respond to inquiries ranging from compensation, Sales processes, Application status- Product Training received through the telephone and/or email
Effectively listen and engage Brokers in order to be better able to understand and anticipate their needs in an effort to resolve their issues with one contact
Take ownership and follow up with Broker and related business functions until situations are resolved to the best of our ability
Escalate / facilitate inquiries that are unresolved or outside the authority of CSIA
Ensure required Agreements between the business and Brokers are signed -executed -authorized and filed in our relationship Management System in accordance with SLA
Ensure the confidentiality and security of all Broker/client information is protected
Make outbound calls to promote & educate Brokers with zero applied submissions
Actively engage and participate with the National Broker Sales Support Team
Provide ongoing in-field support to the Account Managers
Flexibility in work hours as needed to meet deadlines and/or meet changing client behaviours
Improve / safeguard the quality of our client contact and record information by ensuring that data entry is completed in a timely and accurate manner – following procedures & training provided
Work with the Sales Director and / or Sales Support Specialist colleagues in order to identify and participate in business initiatives focused on increasing the quality & quantity of insurance applications and / or referrals
Identify & share best practices and productivity improvements
Develop an awareness and basic understanding of Regulatory &/or industry changes that influence the insurance business in Ontario/Atlantic/Quebec
Candidate is Life Licensed or will complete their Life Licensing qualifications within an agreed time frame (LLQP)

Broker Sales Resume Examples & Samples

Create a vision and mission statement to align the Broker Services team with the overall RESL strategies
Develop and implement targeted, sales disciplines that leverage the TD brand and align with our acquisition strategies
Drive acquisitions through targeted third party mortgage brokers to support RESL overall volume goals
Develop and maintain relationships with influential stakeholders within the mortgage broker industry, including Broker Head Office relationships
Enhance the TD brand within the broker industry including major industry associations

Associate Director, Broker Sales Resume Examples & Samples

University education preferably in the field of sales & marketing,
Over 10 years’ of solid experience Group Life & Health, preferably with pension experience, with at least 3- 5years in the management role
Understand the brokers market and have demonstrated track record of success in brokers channel
Solid experience in the field of sale s & marketing
Excellent communication and language ability, both written and spoken
Strong command of spoken & written English and Chinese
Customer focus
Good Presentation skill

Broker Sales Executive Resume Examples & Samples

Drives increased sales and Company growth by developing positive business relationships with agents/brokers
Maintains an in-depth understanding of the Company’s products and processes and how agents/brokers interact with these products and processes
Works in tandem with Broker Sales Reps and Sr. Broker Sales Reps to effectively service agents/brokers and to encourage them to place their clients'' business with the Company by
Conducts regular follow-up and prospective calls to agents/brokers, both in office and on-site to maintain current accounts and market Company services
Providing information on carrier administrative procedures and product availability, and direction in selection of appropriate group products
Pre-screening individuals and groups for medical conditions to determine suitable products and risk adjustment factors on premium rates
Assisting agents/brokers in presenting Company products to clients by attending client/broker meetings and enrollment meetings
Keeps abreast of current trends and regulatory issues surrounding benefit plan design and administration

Production Support Manager, Broker Sales Resume Examples & Samples

Works in collaboration with Marketing to provide subject matter expertise and support for marketing activities including advertising, and promotions. This can include helping marketing review marketing plans, lead activities and events (trade shows, webinars)
Helps marketing when needed to conduct market research to determine sales and marketing requirements for inside and external sales efforts
Conducts analysis of customer research, current market conditions and competitor information as directed
Works with sales management on continuous improvement projects to increase sales productivity, maximize profitability and improve customer satisfaction
Provides project status updates and reports all assigned projects in a timely manner
Supports sales project implementation by reviewing installation plans, coordinating start-ups, documenting changes, updating procedures, and training sales advisors
Acts as liaison between Sales and the IT department to assist with technology issues
Reports all sales metrics and findings to the management to assist in effective performance management and reporting of key sales metrics
Develops scalable automated management level dashboards and scorecards to provide benchmarking and progress against key goals
Assists in other general department administrative duties (such as monitoring expense reimbursements) as needed and assigned by management
Other duties as requested
Four year degree from an accredited university. Preferably with a focus in business, sales and/or marketing
3-5 years of sales support in a sales and/or marketing department, preferably in the mortgage industry
Relevant product and mortgage industry knowledge
Experience with analyzing and reviewing analytical in reviewing data and presentation skills

Essential Plan Broker Sales Manager Resume Examples & Samples

Continually build and nurture our base of producing brokers
Provide a structured on-boarding process, leveraging corporate contracting, certification and training processes, tools and systems
Organize involvement informal and on-the-job training to ensure an accurate understanding of our products, compliance/policy requirements, sales processes, brand and value proposition messages and sales systems
Organize broker activities, leads and territories to ensure effective and efficient coordination across the territory
Act as a liaison between brokers and UnitedHealth Group sales process owners to ensure brokers are appropriately set up and supported across their lifecycle. This includes; contracting, licensing / appointment, certification, training, enrollment administration, commission payment, agent servicing, etc
Coach / Develop staff to achieve quantitative and qualitative performance targets
Use data and insights to coach for optimal performance
Manage day-to-day time and activities of assigned brokers to ensure appropriate leading indicators of success and corresponding sales results
Conduct regular one-on-one meetings to review sales results/activities and provide feedback / coaching on opportunities for improvement
Achieve assigned sales targets: Achieve assigned sales/membership growth targets through brokers in the territory
Work with the Sales Director (SD) and other Area Managers (AMs) to identify and develop relationships with individuals and organizations that influence the buying behavior of our target consumer (e.g.; Providers, Regulators, Faith Based Organizations, and Associations)
Understand the strengths and weaknesses of each organization and how it impacts the marketplace
Facilitate engagement of brokers in executing these plans and ensure that they appropriately build and advance our brand and value proposition and represent our product portfolio and service offerings
Ensure Compliance: Ensure agents adhere to sales and marketing guidelines associated with pertinent regulations, partner expectations; and company policies and procedures
Undergraduate degree or equivalent years of work experience
5+ years Broker, Medicaid, Medicare or managed care sales experience
Travel up to 75%
Live within a commutable distance to assigned territories
Experience managing broker relationships
Experience in a management or supervisory capacity
Educating / training brokers on new products
Active New York health license

Essential Plan Broker Sales Manager Resume Examples & Samples

Act as a liaison between brokers and UnitedHealth Group sales process owners to ensure brokers are appropriately set up and supported across their lifecycle. This includes; contracting, licensing/appointment, certification, training, enrollment administration, commission payment, agent servicing, etc
Coach/Develop staff to achieve quantitative and qualitative performance targets
Conduct regular one-on-one meetings to review sales results/activities and provide feedback/coaching on opportunities for improvement
Educating/training brokers on new products

Account Executive, Broker Sales Resume Examples & Samples

Knowledge of the mortgage industry required
High school diploma, GED or military equivalent experience required
Four year degree from an accredited university preferred

Commercial Broker / Sales Person Resume Examples & Samples

Gaining a full understanding of potential clients’ business, solicit new business using persuasive selling techniques (personal appointments, phone, mail, and email) to meet sales objectives and grow revenues and profits
Maintaining relationships with current clients while implementing new business initiatives and sales/marketing plans to generate new listings and ensure continued future business
Engage other team members to create sales success
Participate in all phases of the sales cycle from establishing a relationship, taking a listing, securing the buyer, negotiating the deal, closing the sale, and following-up
Travel by car to meet and establish relationships with owners
BA/BS Degree in a related field with 3-5 years of proven commercial real estate sales experience
Licensed Real-Estate Broker or Salesperson for one of the following states: MA, CT, RI, NH and NY. Licensure in multiple New England or mid-Atlantic states a plus!
Proven real estate track record with solid sales, negotiation and closing experience
Energetic and enthusiastic professional with excellent verbal and written communication skills
Strong negotiation and relationship building skills
Strong desire and commitment to travel within New England on a regular basis with occasional travel to attend industry conferences as necessary

Summer Intern, Broker Sales Resume Examples & Samples

2nd+ year undergraduate students with strong academic background, preferably in Business Administration, Finance or Economics. Target for 2018 graduation
Self-motivated, proactive, outgoing, passionate and willing to learn
Organized, with an ability to prioritize time-sensitive assignments
Fluent in both written and spoken English and Cantonese
Basic to intermediate Microsoft Office Application skills (Excel, PowerPoint and Outlook)

Individual & Family Plans Broker Sales Team Support Resume Examples & Samples

Coordinates admin requests from the team
Responsible for entering and maintaining accurate and timely data into the respective systems
Provides administrative support as required
Provides basic administrative presentation support
Completes new and renewal sales activity tracking to support new and renewal business in appropriate systems
Producer Support – Accessible by producer to triage incoming calls and producer needs

Broker Sales Professional Resume Examples & Samples

Maintains increasing knowledge of insurance industry markets, products, and legal environments to provide a value-added service to agents/brokers
Accurately and efficiently processing agent’s requests for quotations and proposals
Pre-screening groups for medical conditions to determine suitable products and risk adjustment factors on premium rates
Providing assistance to agents/brokers in obtaining sales materials and supplies
Resolve escalated issues by resolving conflicts, solving problems, and providing feedback to Company management
Actively participates in team meetings, providing input to contribute to the team’s overall success
Physical requirements include sitting, frequently speaking and hearing, and occasionally standing, walking, bending, crawling, kneeling and the ability to lift up to 25lbs
Occasional long, irregular hours
Occasional vehicular travel
Bachelors degree preferred, along with a minimum of three (1) year experience in a related insurance/employee benefit medical sales role
In-depth knowledge of group insurance products preferably attained through working in an insurance marketing or selling role
Life Agent’s License is required
Read, comprehend, and interpret moderately complex documents including sales, underwriting, and Company guidelines
Analyze and resolve problems to assist agents/brokers in presenting the best solution to prospective clients
Determine when situations need to be escalated to Company management

Regional Mgr-broker / Sales Agcy Resume Examples & Samples

Deliver target $ plan and new product penetration goals
Execute our brand and category growth strategy
Identify new opportunities for growth; develop and implement strategic sales plans in accordance with corporate goals
Maintain clear understanding of CPGNA customer objectives, and liaise with Director to develop operational plans to manage execution and measure results
Relationship management with distributor, Corporate and divisions
Foster and grow existing and new relationships within region, gaining a deep understanding of current and potential future needs of our customers
Educate our customers on our products, retail goals, and measurement of success
Deliver customer presentations that show innovation, shelf positioning, promotions, communicate pricing, etc
5+ years’ experience; minimum 2 years National account sales experience preferred
Sales experience in the Convenience, Grocery, Drug and/or Mass retail channel(s) a plus
Experience in consumer goods is highly preferred
Prior experience using syndicated data to determine customer needs and establish the most effective pricing and promotional activities that will increase sales and market share for the company and its customers
Knowledge regarding Project Management, and experience with setting up and managing projects in a complex, fast-moving environment
Knowledge regarding relationship management, experience and mindset to work with partners in building initiatives that deliver on goals
Proficient in MS Office Suite (Word, Excel, Power Point, etc.)
High level of organizational skills, good written and oral communication skills
Ability to work independently and meet deadlines
Must be able to multi-task and follow-up when responses are needed
The ability to utilize creativity and push beyond the obvious, comfortable going into “unchartered” territory in setting out recommendations, goals
Problem solver with a solutions oriented mindset
Must be a dynamic leader who can push past obstacles, overcome objections
Understand the value of listening to customers, gaining insights and moving objectives forward
Must be an articulate communicator who can quickly synthesize data
Bachelor's degree in business or related field required, MBA a plus

Regional Mgr-broker / Sales Agcy Resume Examples & Samples

Deliver target plan and new product penetration goals
Execute brand and category growth strategy
Identify new opportunities for growth; as well as develop and implement strategic sales plans in accordance with corporate goals
Maintain a clear understanding of customer objectives and liaise with management to develop operational plans to manage execution and measure results
Relationship management with distributor, corporate and divisions
Educate customers on our products, retail goals, and measurement of success
Manage daily business in partnership with customers, including UPC product/item setup, maintenance, logistics and inventory management
Set-up Virtual Trade Show (VTS) and Power Buys for distributors
Sell-in new products and all promotions to qualified retailers; ensure full-line distribution of products (new & existing items)
Work with customers to implement Retail initiatives and monitor Retail standards
Ongoing contract management
Deduction management
Trade Investment Management (TIM) system input, trade fund management, direct sales forecasting and projection activities for the company
Manage Trade budget and monitor spending efficiency
Monthly reporting, sales analytics and insights; understand go-to-market strategy and how to maximize sales efficiency
A minimum of 2 years of National account sales experience preferred
Experience within the consumer goods industry is highly preferred
Experience using syndicated data to determine customer needs and establish the most effective pricing and promotional activities that will increase sales and market share for the company and its customers

Regional Mgr-broker / Sales Agcy Resume Examples & Samples

Support the team with The Nature’s Bounty Co. systems (TIM) and with customers systems (ie: MPULSE, pricing system, etc.)
Manage daily business in partnership with customers, including: UPC product/item setup, maintenance, logistics and inventory management
Responsible for Trade Investment Management (TIM): system input, trade fund management, direct sales forecasting and projection activities for the company

Regional Sales Manager, Broker Sales Resume Examples & Samples

Recruitment, hiring and training and management of Wholesale Account Executives
Work in partnership with Divisional Vice President to refine processes to maximize volume and revenue while increasing the team’s efficiency while retaining and growing the customer market share
Management of Account Executives within assigned territory ensuring they meet or exceed company productively metrics and responsibilities
Attendance and participation in national industry focused conventions and events
Capacity Planning: Headcount management based on volume and company forecast
Project management of channel deliverables
Liaison between Account Executives and internal departments to communicate, promote and manage sales needs and processes
Manage and control expenses within pre-established annual field sales budget
Work collaboratively with Divisional Vice President to develop policies and procedures for sales team
Coordinate and lead channel sales meetings
Develop and implement strategies to achieve production goals
High school diploma, GED or military equivalent experience required; four year degree from an accredited University preferred
5+ years of management experience within the wholesale mortgage sector
Capacity planning and efficiency maximization experience
Project management experience
Proven track record of developing and managing a team of Wholesale Account Executives
Experience developing and implementing sales strategies

M & R Broker Sales Director Resume Examples & Samples

Work with Captive Channel Regional Sales Directors and Senior Leadership to identify and prioritize opportunities to grow membership with concentration on the FMO Field Management Structure
Forecast membership targets and goals
Anticipate and adjust for problems and/or roadblocks
Accurately scope out the time and resources needed to accomplish sales targets/goals for the FMO channel
Work closely with Agency Managers to achieve assigned monthly, quarterly and annual operational goals (performance targets, profitability targets and SG&A, etc.) through the development and implementation of strategic and tactical business plans. Take correction action as needed to ensure all targets are met
Plan, prepare, and execute market agent/agency training (national product, new agent orientation, manage local market touch points/distribution centers)
Establish tactical and operational goals that facilitate the company?s strategy implementation for the FMO Channel in conjunction with the Captive Channel Leadership group
Work cooperatively across all Sales Channels to ensure the achievement of the organizational overall goals with a concentration on the FMO overall goal
3-5 years sales/business development experience in a direct to consumer/retail environment with demonstrated ability to consistently achieve assigned sales/growth targets
3-5 years experience managing individual sales representatives responsible for selling a portfolio of products via a needs/solutions based sales approach, including cross sell, up sell, product migrations
Experience in managing sales management staff
Ability to travel 50% of the time across assigned market(s) or as required
Experience in /Knowledge of the insurance or related field, preferably managed care and/or Medicare
Experience in and/or managing sales agents, leads, marketing resources, etc. across multiple channels (employed, independent/captive, brokers, telesales)
Health and Life Insurance license must be obtained and maintained as required by state law
Knowledge of CMS regulations and standards
Position must be located in one of our primary UHC/M&R office hub locations (not a telecommuter role)

Medicare Broker Sales Manager Resume Examples & Samples

Develop Broker recruitment strategy that will produce new brokers who will be Licensed and Appointed for AEP
Monitor the sales performance of our distribution partners and determine when changes in performance call for a significant shift in strategy versus a minor tactical adjustment
Monitor the regulatory environment and its impact on the Individual products and develop appropriate marketing strategies to ensure regulatory compliance
Coordinate efforts and work collaboratively with all applicable departments that support the product to achieve high levels of customer satisfaction and member retention
Serve as the lead source for competitive data and review of how our broker and FMO agreements rank in the marketplace, and make suggestions on how to improve them
Lead the development and management of our Broker / FMO / Exchange training programs throughout the year with a focus on Duals during the Lock-in period
An undergraduate degree in marketing, business administration, sales management is preferred, and an MBA or equivalent, with an n emphasis in marketing would be a distinct asset
Minimum of 5 – 8 years of previous sales/management experience for a major, well-regarded consumer product organization, particularly one which is focused on direct consumer sales activities
Demonstrated success in leading an effective, competitive sales management group or function, with a track record of achieving profitable growth, in a direct sales environment
NYS Health Insurance license required

Broker Sales Support Exec Resume Examples & Samples

Provide the highest levels of customer service, striving for first contact resolution, responding within given timelines
Monitor central team inbox
Monitor turnaround times to ensure all workload are settled within set timelines
Identify potential process improvements and make recommendations to Team Leader
Actively support other team members and provide resource to enable all team goals to be achieved
A minimum of 12mths experience in medical administration or customer service focused organization
Experience of working in a Contact Centre environment
Must possess excellent attention to detail, with a high level of accuracy
Strong customer focus with ability to identify and solve problems
Ability to organise, prioritise and manage workflow to meet individual and team requirements
Ability to quickly identify customer needs and exercise judgment in a professional and confident manner