Brian Beall

- Assisted Medicare Eligible clients through the entire Medicare process ensuring they were set up on the right coverage for the healthcare needs.

- Consistently exceeded expectations as an advisor resulting in being a top 5 advisor at Chapter through my first 4 months while working here.

- Started peer coaching in February 2024 to assist struggling agents improve their performance to the Chapter standard.

- Assisted clients in making sure they were in the best position for their healthcare needs.

- Managed my own book of business so anytime they had questions they would come to me directly.

- Assisted clients on Medicare make a decision to put them in the best position for their healthcare needs.

- Followed up accordingly to ensure they knew everything going on as far as their Medicare insurance status.

- Promoted to sales coach in 2017. Helped new agents expedite their learning curve by holding 1 on 1 coaching while also making sure

to still hit my quota.

- Led a group of 15-20 new and current agents while holding each accountable to hit their daily, weekly and monthly goals as well as coming in every day willing to be better than the day before.

- Held daily meetings to help motivate agents and talk about team goals and go over any issues the team was running into.

-Held one on ones with agents to help motivate them and improve their craft to be the best agent they could be.

- Led a team to become a top 3 out of 10 teams by consistently motivating and holding agent's accountable, while also creating a family-oriented culture.