Benjamin Sullivan

Lead national growth and agent development initiatives within a high performance Medicare and retirement income platform. Recruit, train, and scale sales leaders and agents while building long term infrastructure for sustainable distribution. Oversee sales management strategy, production performance, and income focused planning solutions for retirees and pre retirees.

Drive expansion through agent recruitment and leadership development
Design scalable sales systems and compensation structures
Support complex retirement income cases and advisor partnerships
Guide teams through compliance driven Medicare and annuity environments
Build enterprise level growth strategies across multiple markets

Directed sales growth and field leadership for the MAX Division, overseeing agents and team leads nationwide. Built revenue channels through agent recruitment, training, and performance management while supporting families with Medicare and retirement income planning strategies.

Recruited and developed national agent teams
Designed income focused retirement solutions for clients
Provided leadership for Medicare Advantage and supplement distribution
Built operational structure for scale during AEP and OEP
Served as senior resource for complex client and advisor cases

• Advance company sales goals through consistent and efficient prospecting and improve platform through effective communication.
• Exceeded personal sales targets consistently.
• Helped attract a sizeable user base from ground zero.
• Generate new business and meet and surpass quotas selling unique Medicare software to individual healthcare businesses and financial planners.
• Build and manage a sales pipeline from prospect to close to integration through outbound lead generation, selling the value of the product to sign up to agents and agencies to the platform.
• Deliver software demonstrations to prospects and effectively convey the products benefits as well as address any questions or concerns they may have regarding the software or the company.
• Qualify inbound and outbound leads and assign them to the correct sales channel.
• Collaborate with customer service and the technical team to address issues and improve the platform.

• Advance company sales goals through attentive, tailored client consultation and tenacious prospecting.
• Exceeded personal and team sales targets consistently.
• Commended for development of new sales and lead generation strategies.
• Collaborate with cross-functional colleagues to fulfill company objectives.
• Cultivate deep knowledge of products and services and calculate premiums to meet client needs.
• Develop and deliver engaging workshops for full range of carriers to prospective and current clients.
• Maintain up-to-date expertise in CMS regulations and plan changes.

• Advanced 705 opportunities for Medicare Advantage, Medicare supplements, and Dental Plans for the 2019 AEP selling season.
• Presented Medicare Products in formal and informal events generating sales and leads.
• Processed inbound calls and walk-ins to answer consumer questions about Medicare products.
• Handled outbound calls to follow up on leads and request for information about Medicare products.

• Engaged key decision-makers at the C-Level to secure software demonstrations and follow-up appointments for outside sales members.
• Prospected, qualified, and developed 1-2 sales-ready leads per week through internet and outbound calling for business-to-business sales.
• Spent 75% of the day outbound prospecting, placing more than 30 calls.
• Overcame business objections of prospective customers to increase demonstration appointments by 50%.
• Achieved metrics regarding inside sales activities to generate new business.
• Accurately logged all activity and leads in the company’s sales customer relationship management system.

• Delivered quick response resolution for field market organization partners and superior sales support to the highest-producing agents in a fast-paced call center environment.
• Focused on additional sales support to hundreds of local agent managers and field sales agents.
• Assisted agents with Medicare Advantage, prescription drug, and Medicare supplement plans.
• Built rapport with agents and members to ensure a superior service experience.

• Marketed business to people in the metropolitan area and across the country while establishing a client base.
• Contacted 40 potential clients per day door to door to increase customer leads by 10-40%.
• Spoke with homeowners to assist with inspection of their roof and provided an overview of any issues.
• Managed and oversaw projects, following up with project to ensure completion to code.