Wellness with Elliot

I am a dedicated health and life insurance professional with nearly 8 years of experience in the insurance industry, complemented by a decade of corporate sales expertise. My specialization lies in crafting individual, family, and group plans, with a strong emphasis on servicing small to medium-sized businesses, including those with up to 500 employees.

Throughout my tenure in the insurance space, I have cultivated a deep understanding of the industry's nuances, enabling me to navigate complexities with finesse and precision. Drawing upon nearly ten years of corporate sales acumen, I bring a unique perspective to insurance, prioritizing my clients' needs over the interests of insurance carriers.

As an independent broker, I am committed to delivering personalized, client-centered service, tailored to each individual or business entity I serve. My approach is underpinned by a dedication to fostering enduring relationships built on trust, integrity, and unwavering attention to detail.

Senior Account Executive

US Health Advisors

▪️ Lead a sales division achieving $100K monthly, showcasing leadership and strategic management for consistent success.
▪️ Develop a comprehensive training curriculum for new agents, ensuring onboarding excellence and performance optimization.
▪️ Pioneer innovative processes, amplifying lead generation strategies to drive current business growth and enhance efficiency.
▪️ Cultivate a $2 million annual volume book of business, demonstrating dedication to sustained client acquisition and retention.
▪️ Generate and qualify organic leads, showcasing a targeted approach to identifying and nurturing valuable business prospects.
▪️ Establish a robust referral system, amplifying current client acquisition and fostering a network of satisfied customers.
▪️ Recruit, train, and coach a team of million-dollar producers, fostering a high-performance culture within the organization.
𝙆𝙚𝙮 𝘼𝙘𝙘𝙤𝙢𝙥𝙡𝙞𝙨𝙝𝙢𝙚𝙣𝙩𝙨
🔸 Promoted to management within a year, reflecting exceptional performance and continuous leadership skills.
🔸 Spearheaded key account expansions, contributing to a 25% increase in overall client portfolio.
🔸 Implemented strategic client retention initiatives, achieving a remarkable 98% client satisfaction rate.

Senior Agent 

Career Agent

US Health Group

Licensed Insurance Agent

Wolters Kluwer Tax & Accounting US

▪️ Oversaw small practice entities' portfolio, ensuring effective management and strategic growth initiatives for optimal performance.
▪️ Executed effective sales strategies, meeting and exceeding revenue targets through proactive client engagement.
▪️ Surpassed sales targets consistently, demonstrating a track record of exceeding expectations quarter after quarter.
▪️ Formulated and executed strategies for up-selling and cross-selling product offerings, maximizing revenue and client engagement.
▪️ Expanded and established new territories for the company's portfolio, achieving sustainable growth and market penetration.
𝙆𝙚𝙮 𝘼𝙘𝙘𝙤𝙢𝙥𝙡𝙞𝙨𝙝𝙢𝙚𝙣𝙩𝙨 
🔸 Delivered consistent sales performance, exceeding quarterly quotas by 5% and achieving an annual target of $120,000.
🔸 Achieved 20% revenue growth by implementing targeted sales strategies and fostering strong client relationships.
🔸 Spearheaded key account acquisitions, contributing to a 30% expansion in the client portfolio and market presence.

Software Sales Executive

Momentum Telecom

▪️ Cultivated relationships with wholesale VoIP clients, ensuring satisfaction and identifying growth opportunities for expansion.
▪️ Devised comprehensive strategic account plans, aligning business objectives with client needs for optimal outcomes.
▪️ Executed efficient management of wholesale VoIP/telecommunication accounts, meeting and exceeding performance metrics.
▪️ Collaborated cross-functionally to address client concerns, ensuring seamless communication and resolution of issues promptly.
𝙆𝙚𝙮 𝘼𝙘𝙘𝙤𝙢𝙥𝙡𝙞𝙨𝙝𝙢𝙚𝙣𝙩𝙨
🔸 Achieved 95% client retention through effective account management and personalized service initiatives.
🔸 Spearheaded the successful implementation of innovative telecommunication solutions, enhancing overall client satisfaction and performance.

Account Manager

Vonage Business

▪️ Expanded a sizable account portfolio, fostering growth and maximizing client relationships for optimum performance.
▪️ Surpassed sales targets consistently, demonstrating a proven track record of exceeding performance expectations.
▪️ Drove revenue growth through strategic account management, cultivated relationships, and consistently exceeded sales targets.
▪️ Led cross-functional teams, ensuring alignment with client needs and delivering exceptional customer satisfaction.
▪️ Pioneered and executed the first outbound campaign, achieving measurable success in lead generation and conversion.
𝙆𝙚𝙮 𝘼𝙘𝙘𝙤𝙢𝙥𝙡𝙞𝙨𝙝𝙢𝙚𝙣𝙩𝙨
🔸 Championed a sales team, securing the coveted "Best Sales Team" award for three consecutive years.
🔸 Exceeded monthly sales quota, consistently achieving an average of $96,000 in new annual volume.
🔸 Ranked consistently in the top 10% of senior account executives, showcasing exceptional performance and results.

American Express/ CAN Capital Access Network

New Lead generation of Premier Merchants, of American Express.  Meeting every monthly vertical and daily metric.

Merchant Financing Counsultant

Knuckle Up Fitness

As a kickboxing instructor, it was my responsibility to keep my students engaged.  My motto was "Keep moving."  Whether you had to change pace, by slowing down; it was imperative that you kept moving.  Monitoring proper technique and critiquing my students was a vital role as well.  Most of all, it was a responsibility to me personally, that everyone had fun and enjoyed their time.   That is where the value and the reward was for me.

Kickboxing Instructor

I am a dedicated health and life insurance professional with nearly 8 years of experience. My specialization includes individual, family, and group plans, with a strong focus on serving small businesses. With nearly 10 years in corporate sales, I bring a unique perspective to insurance, always prioritizing my clients' needs over the interests of insurance carriers. As an independent broker, I am committed to providing personalized and client-centered service.

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