Licensed Life & A&H Insurance Producer - Medicare & ACA Close

DANIEL H. HERBST

Dobbs Ferry, NY

914-***-**** *********@*******.***

LinkedIn: linkedin.com/in/danielherbst

LICENSE & APPOINTMENTS

Licensed Life & Accident & Health Insurance Producer – New York (Resident, Active) Willing to obtain additional non-resident state licenses as required Carrier Appointments: UnitedHealthcare (UHC) and Aetna (Active)

PROFESSIONAL SUMMARY

Licensed Life & A&H Insurance Producer with strong inbound, phone-based consultative sales experience. Appointed with UnitedHealthcare and Aetna. Proven closer skilled in Medicare and ACA-style needs analysis, objection handling, compliant plan presentation, and high-volume call environments. Comfortable working remotely with structured schedules and performance metrics.

CORE SKILLS

Inbound Insurance Sales Medicare & ACA Conversations Needs Analysis Objection Handling & Closing Compliance-Aware Communication Remote Call Center Environments CRM Documentation RELEVANT EXPERIENCE

Closer – Nestoria Estates (2022 – Present)

• Handle high-volume inbound and scheduled sales calls in a fully remote environment

• Conduct structured discovery, value presentation, and objection resolution

• Consistently meet or exceed closing targets while maintaining compliance standards

• Accurately document calls, outcomes, and next steps in CRM systems Independent Business Consultant (2012 – 2022)

• Led consultative sales conversations with business owners and decision-makers

• Simplified complex financial topics into clear, client-facing recommendations

• Managed full sales cycles from initial contact through close and follow-up EDUCATION & ADDITIONAL LICENSING

Licensed Real Estate Broker – New York State

Boston University – Master of Science

Syracuse University – Bachelor of Science

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