Bart McDonnell
Licensed Medicare gent at Golden Outlook Insurance Services, Inc.- Claim this Profile
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Bio
Credentials
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Licensed Insurance Agent - Life, Accident & Health
State of New York Department of Financial ServicesApr, 2017- Nov, 2024
Experience
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Golden Outlook Insurance Services, Inc.
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United States
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Insurance
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1 - 100 Employee
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Licensed Medicare gent
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Oct 2018 - Present
Responsible for conducting Medicare Home sales appointments, administering educational and sales seminars at senior centers in Brooklyn and Queens. He participates at local pharmacies to meet and greet potential Medicare enrollees; schedules individual meetings and group presentations from assigned and self-generated leads. He enrolls eligible individuals in Medicare products accurately, completes and submits required enrollment documentation, consistent with Medicare requirements and enrollment guidelines. Bart develops and maintains new and existing provider and community-based organization relationships as well as maintains good relationships with new and existing clients. He ensures Medicare beneficiaries by accurately understanding the product choices, the enrollment process, the service contacts and process. Additionally, he utilizes territorial model philosophy to maximize marketing efforts in attaining new enrollments; generates referrals utilizing community resources, supplied company tools, event planning and community networking.
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AXA Advisors, LLC
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United States
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Financial Services
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700 & Above Employee
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Registered Representative
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Feb 2018 - Oct 2018
At AXA Advisors, LLC, Bart delivered securities through AXA Advisors, LLC with annuity and insurance products through AXA Network, LLC. Reported and conduct calculations to supervise client accounts along with transactions verification as well as provided service inquiries from clients and conducted account maintenance along with financial transactions. Delivered required information to clients and recommended on sale and purchase concerning financial services, securities and investment plans. Furthermore, he offered suggestions on financial dealings based on professional publications review and financial literature along with the ensuring to process literature requirements received from prospective and existing shareholders. He also attained complete and thorough knowledge of financial securities market and other services in industry; accomplished sales order tickets and submitted relevant tickets to assist personnel to process client requested transaction.
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Penda Aiken, Inc.
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United States
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Staffing and Recruiting
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1 - 100 Employee
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Business Development Manager
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Apr 2017 - Jan 2018
At Penda Aiken, INC., Bart generated business in an entrepreneurial environment by initiating meetings with companies as well as travelled to several locations in NY to attend seminars for building client network. He provided coordination in networking sessions, sales training sessions, job fairs, and developed presentations to internal stakeholders and employees. In addition, he submitted weekly, monthly call, and prospect sheet to CEO and senior stakeholders; identified new business opportunities, uncovered hidden issues, and built interest in expanding solution footprint. Bart interacted with clients to understand requirements and business potential, maintaining good client relationship with existing and new clients. He was also involved in designing and delivering of technical solutions, workflows, and initiatives to move the sales process forward and close business.
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EmblemHealth
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United States
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Insurance
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700 & Above Employee
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Individual Government Account Executive
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Jun 2007 - May 2016
June 2007 - September 2013 Commercial New Business Sales Representative - responsible for selling Commercial Large Group/ Small Group/Individual Health plans- six year percentage of quota - 127% June 2007 - September 2013 Commercial New Business Sales Representative - responsible for selling Commercial Large Group/ Small Group/Individual Health plans- six year percentage of quota - 127%
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Financial Liberty Group
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115 Broad Hollow Road Melville NY 11747
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Employee Benefit Specialist
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Aug 2005 - Jun 2007
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Cablevision
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United States
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Telecommunications
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700 & Above Employee
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Direct Sales Representative
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May 2004 - Dec 2004
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Education
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C.W. Post College/L.I.U.
Master of Business Administration - MBA, Masters of Business Administration - -
C.W. Post College/L.I.U.
Bachelors of Arts, Communication Arts