Medicare Sales Agent Resume Example Alliant

MEDICARE SALES AGENT

Professional Summary

Proactive sales agent generating sales by perceiving and addressing customers' needs. Dedicated sales expert skilled at engaging with prospective clients, negotiating deals. Deep understanding of marketplace and competitor offerings beneficial in boosting sales by highlighting product benefits while deterring customers from competitors. Enthusiastic sales agent eager to contribute to team success through hard work, attention to detail and excellent organizational skills. Enthusiastic sales agent eager to contribute to team success through hard work, attention to detail and excellent organizational skills. Motivated to learn, grow and excel in Medicare Insurance sales.

Skills

Revenue generation
Marketing understanding
Product promotions
Client presentations

Sales strategies
Behavior improvements
Performance tracking and evaluations
Sales strategics

Work History

Medicare Sales Agent, 06/2019 to Current
Alliant – Walnut Creek , CA

Identified prospect needs and developed appropriate responses along with information on suitable products and services.
Supported customers continuously from sales process to product set-up and use.
Informed customers about product benefits, information and pricing resulting in $[Amount] in sales.
Used consultative sales approach to understand and meet customer needs.
Proactively managed client correspondence and recorded all tracking and communications.

Financial Controller, 07/2000 to 12/2018
Vulcanforms Inc. – Burlington , MA

Introduced and managed US GAAP technical accounting policies and best practices.
Collaborated with executive team in preparation of annual capital and operating budgets, forecasts and all financial reporting and analysis.
Maximized year-end tax benefits by efficiently managing cash flows.
Managed payroll processing for 31 employees.
Led organizational cash flow and cash flow forecasting initiatives.
Prepared accurate financial reports and monthly statements for accounts receivable.
Planned budgets, authorized expenditures, monitored accounting processes, established service rates and coordinated financial reporting to oversee all fiscal procedures.
Oversaw daily financial functions, including accounting, payroll and financial reporting.
Supervised 3-person accounting team in high-volume environment.
Reviewed contracts financially impacting company and counseled executive leaders on impact contracts would have on company operations.
Worked with executives to create annual budget and tracked actual expenses against projected expenses.
Introduced internal controls to monitor critical areas of financial control and devised corrective actions to address risks or deficiencies.
Prepared corporate fiscal and business plans to help strategically direct business operations and strengthen controls.
Mitigated risk by implementing internal controls and safeguards for revenues and expenditures.
Managed outstanding balance amounts by evaluating reports and determining collection statuses.
Accurately projected monthly cash expenditures through efficient budgeting and detailed document reviews.
Followed up with delinquent accounts to obtain funds and reduce aging balances.
Reduced waste and boosted productivity by restructuring finance and accounting departments.
Verified accurate completion of corporate income tax returns and optimal use of favorable tax codes.
Assisted in upper-level decision making by creating comprehensive financial reports and collaborating with finance and accounting departments.
Worked with both internal and external users to create detailed financial reports.
Enhanced quality and currency of financial information by overseeing revenue collection systems.
Calculated salesperson commissions based on established parameters and disbursed monthly payments.
Managed budgets, assets, portfolios, accounts payable and receivable and general financial reporting procedures.
Supervised accurate, efficient and compliant completion of monthly financial reporting packages.
Oversaw accounts payable and receivable operations for Distribution business with $700,000 in monthly expenses.
Managed daily financial functions in collaboration with accounting and payroll personnel.
Reviewed documents and data to give accurate presentations and forecasts to upper management.
Completed journal entries, reconciliations and account analysis to prepare quarterly financial documents and general account management.

Financial Controller, 08/1989 to 08/1999
Vulcanforms Inc. – Ayer , MA

Collaborated with executive team in preparation of annual capital and operating budgets, forecasts and all financial reporting and analysis.
Planned budgets, authorized expenditures, monitored accounting processes, established service rates and coordinated financial reporting to oversee all fiscal procedures.
Oversaw daily financial functions, including accounting, payroll and financial reporting.
Supervised 15 person accounting team in high-volume environment.
Reviewed contracts financially impacting company and counseled executive leaders on impact contracts would have on company operations.
Worked with executives to create annual budget and tracked actual expenses against projected expenses.
Introduced internal controls to monitor critical areas of financial control and devised corrective actions to address risks or deficiencies.
Mitigated risk by implementing internal controls and safeguards for revenues and expenditures.
Managed outstanding balance amounts by evaluating reports and determining collection statuses.
Followed up with delinquent accounts to obtain funds and reduce aging balances.
Reduced waste and boosted productivity by restructuring finance and accounting departments.
Assisted in upper-level decision making by creating comprehensive financial reports and collaborating with finance and accounting departments.
Worked with both internal and external users to create detailed financial reports.
Completed year-end close processes through effective supervision financial functions and regular treasury transactions.
Enhanced quality and currency of financial information by overseeing revenue collection systems.
Managed budgets, assets, portfolios, accounts payable and receivable and general financial reporting procedures.
Supervised accurate, efficient and compliant completion of monthly financial reporting packages.
Organized and maintained Waste Management Italy's budget and financial administration for 15 business segments.
Managed daily financial functions in collaboration with accounting and payroll personnel.
Reviewed documents and data to give accurate presentations and forecasts to upper management.
Completed journal entries, reconciliations and account analysis to prepare quarterly financial documents and general account management.

Education

Bachelor of Science: Accounting, 05/1985
Weber State University - City, State

Resume Overview

School Attended

Weber State University

Job Titles Held:

Medicare Sales Agent
Financial Controller

Degrees

Bachelor of Science : Accounting , 05/1985

Medicare Sales Agent Resume Example

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