Roy Smith

Taking Inbound Calls from individuals during Annual Enrollment at Aegis for United Healthcare/Secure Horizons signing potential and active members into Medicare Advantage Plans called Medicare Part C and/or Prescription Drug Coverage known as Medicare Part D as needed. Explaining the difference between the plans and advising which would fit to their individual circumstances and why after extensive evaluation of the plan members policy in which they were currently enrolled in. Licensed Agent in TX as

Look Perspective Employers Tax ID & FEIN Status up in Sessions. Cold Call available, liable, active employers to obtain a contract for The Texas Workforce Solutions/Texas Workforce Commissions Initiative TBTW. Customer Service Post employer information, compensation data, and position requirements in WIT. A professional job placement specialist by contacting Job Seekers, conducting a career assessment, giving resume preparation services, defining applicants qualifications, experience and education.

Texas Licensed Independent Agent (license number 1559556). Duties: Initial client contact, visit potential clients, follow-up, generate contract. Cold Call on Individuals and Companies using the Sales Genie Program. Scheduled Appointments. Customer Service Give a Presentation to the Owner of a company and/or Individuals. Give Stand up Presentations to all Employees’ of Companies using a dry erase board for Illustration purposes.

Raise Money on the phone in an out bound call center for the Shiners.

Lead Broker. Train colleagues. Contact Accredited Investors. Review Prospectus with investor, and close sales (Oil & Gas Ventures). Develop reports for President of the Company, review progress on regular basis.

Investment Broker in the Energy Market (Oil and Gas). Registered with FINRA (registered in Texas and 13 other states, CRD: 5410302). Series 63, Series 22, Development of Direct Participation Programs (DPP) in Joint Ventures & General Partnerships. Out bound phone sales to Accredited Investors. Management of Accredited Investors.