Open to opportunities

QuoVadis Burwell

@quovadisburwell

Message

Licensed health insurance agent specializing in Medicare and life coverage.

United States

Message

What I'm looking for

I’m looking for a Medicare/health insurance sales role where I can use my consultative, compliance-first approach, strong CRM habits, and proven closing experience to grow client relationships and hit sales targets with a supportive team.

I’m a licensed Health/Medicare and Life Insurance Agent who turns complex coverage into clear guidance clients can trust. Since Aug 2022, I’ve maintained compliance with state regulations while helping people choose plans that fit their needs, benefits, and budgets.

I’m known for consultative, needs-based selling and strong client relationships—built through active listening, clear communication, and careful follow-through. I analyze client demographics and healthcare needs to recommend suitable coverage, while tracking interactions in CRM systems and supporting accurate application completion.

Across my background, I’ve consistently met or exceeded sales targets and earned credibility through performance. From roles in enrollment advising, business development, and team leadership/supervision, I’ve managed high call volumes, trained others, and improved results through objection handling, negotiation, and strategic prospecting.

My approach is ethical and compliance-first, including HIPAA adherence when handling sensitive information. I’m now seeking opportunities where I can apply my insurance expertise, CRM proficiency, and customer-focused sales coaching to help clients make confident coverage decisions.

Experience

Work history, roles, and key accomplishments

Current

Licensed Health Insurance Agent

Current

Health Coverage Helpers

Aug 2022 - Present (3 years 7 months)

Obtained and maintained valid health insurance license and advised clients on plan coverage, benefits, and costs. Managed high-volume inbound calls using CRM to track interactions and follow-ups, while maintaining HIPAA confidentiality and meeting/exceeding monthly sales targets.

Health Insurance Medicare life insurance CRM Software HIPAA compliance Client Advisory

Debt Resolution Loan Facilitator

Beyond Finance

Feb 2021 - Jul 2022 (1 year 5 months)

Facilitated debt resolution in-program loan opportunities by fielding inbound inquiries and calling existing clients to identify eligibility and transfer to a loan officer. Maintained a 30%+ close rate and 80%+ weekly transfer rate.

In Program Loan Facilitation Outbound Calling

Business Development Manager

Jan-Pro International

Oct 2011 - Aug 2016 (4 years 10 months)

Drove B2B business development by contacting C-level executives, generating 2–6 appointments per week or 2–4 RFPs per month. Prepared vertical-specific information packets and collaborated with VP/CEO and regional sales leadership during sales meetings.

Appointment Setting RFP Management Sales Enablement Relationship Building

Outbound Sales Representative

Fleet Cor Technologies

Jul 2009 - Oct 2011 (2 years 3 months)

Made 100+ cold calls per day, consistently resulting in 2–4 appointments daily, and submitted 8–10 applications per week. Achieved Presidents Club and maintained/exceeded a 170,000 gal/month quota for fueling-related sales.

Cold Calling Outbound Calling Appointment Setting Quota Management Negotiation

Postal Battery Exam Sales

United Work Alliance

Oct 2005 - Oct 2009 (4 years)

Handled inbound calls and sales for the Postal Battery Exam, exceeding required performance levels with a 12% close ratio benchmark and a weekly average of 20% close ratio. Earned cash bonuses and promoted from Sales Representative to Team Lead within three months.

Inbound Sales Call Center Operations Quota Achievement Customer Service Consultative Selling