USHEALTH Advisors

Licensed Health Professional.

Have access to all health coverage plans both public and private. Helping individuals, families, self employed, and small businesses maximize benefits while minimizing cost. 

Have the support of US Health Advisors a UnitedHealthCare company, a community of people focused on HOPE by Helping Other People Everyday.

Licensed Health Professional

Milestone Growth Partners

Member

SureClosing

Georgia-Pacific LLC

IT Project Manager

Intern

Alpha One Media

IT Support Specialist

Advance Parking Solutions

Account Manager

PurpleBox, Inc.

Helping individuals, families, & businesses find affordable health coverage solutions

In the corporate world, we all have that 'what if?' itch. 

That daring idea of carving our own path. 

I've been there, staring at the walls of my 9-5 job, feeling the pull of something greater. 

I made my move, first to the thrills of real estate investment, got close to the 7-figure mark. But the journey didn't end there.

The shift from corporate comfort to the entrepreneurial wasn't without its fears—the biggest being the loss of health benefits.

Today, I spearhead a health insurance agency.

Helping self-employed individuals and small business owners with the confidence to embrace their entrepreneurial spirit.

We don't just find health plans; we engineer peace of mind so you can continue scaling your business and NOT have to worry about getting or providing health insurance for your business.

If you're a budding entrepreneur, solopreneur, freelancer, consultant, or small business owner seeking health insurance options, reach out. 

Let's make your entrepreneurial journey a well-insured one.

Brian Phan

Wellness with Elliot

I am a dedicated health and life insurance professional with nearly 8 years of experience in the insurance industry, complemented by a decade of corporate sales expertise. My specialization lies in crafting individual, family, and group plans, with a strong emphasis on servicing small to medium-sized businesses, including those with up to 500 employees.

Throughout my tenure in the insurance space, I have cultivated a deep understanding of the industry's nuances, enabling me to navigate complexities with finesse and precision. Drawing upon nearly ten years of corporate sales acumen, I bring a unique perspective to insurance, prioritizing my clients' needs over the interests of insurance carriers.

As an independent broker, I am committed to delivering personalized, client-centered service, tailored to each individual or business entity I serve. My approach is underpinned by a dedication to fostering enduring relationships built on trust, integrity, and unwavering attention to detail.

Senior Account Executive

US Health Advisors

▪️ Lead a sales division achieving $100K monthly, showcasing leadership and strategic management for consistent success.
▪️ Develop a comprehensive training curriculum for new agents, ensuring onboarding excellence and performance optimization.
▪️ Pioneer innovative processes, amplifying lead generation strategies to drive current business growth and enhance efficiency.
▪️ Cultivate a $2 million annual volume book of business, demonstrating dedication to sustained client acquisition and retention.
▪️ Generate and qualify organic leads, showcasing a targeted approach to identifying and nurturing valuable business prospects.
▪️ Establish a robust referral system, amplifying current client acquisition and fostering a network of satisfied customers.
▪️ Recruit, train, and coach a team of million-dollar producers, fostering a high-performance culture within the organization.
𝙆𝙚𝙮 𝘼𝙘𝙘𝙤𝙢𝙥𝙡𝙞𝙨𝙝𝙢𝙚𝙣𝙩𝙨
🔸 Promoted to management within a year, reflecting exceptional performance and continuous leadership skills.
🔸 Spearheaded key account expansions, contributing to a 25% increase in overall client portfolio.
🔸 Implemented strategic client retention initiatives, achieving a remarkable 98% client satisfaction rate.

Senior Agent 

Career Agent

US Health Group

Licensed Insurance Agent

Wolters Kluwer Tax & Accounting US

▪️ Oversaw small practice entities' portfolio, ensuring effective management and strategic growth initiatives for optimal performance.
▪️ Executed effective sales strategies, meeting and exceeding revenue targets through proactive client engagement.
▪️ Surpassed sales targets consistently, demonstrating a track record of exceeding expectations quarter after quarter.
▪️ Formulated and executed strategies for up-selling and cross-selling product offerings, maximizing revenue and client engagement.
▪️ Expanded and established new territories for the company's portfolio, achieving sustainable growth and market penetration.
𝙆𝙚𝙮 𝘼𝙘𝙘𝙤𝙢𝙥𝙡𝙞𝙨𝙝𝙢𝙚𝙣𝙩𝙨 
🔸 Delivered consistent sales performance, exceeding quarterly quotas by 5% and achieving an annual target of $120,000.
🔸 Achieved 20% revenue growth by implementing targeted sales strategies and fostering strong client relationships.
🔸 Spearheaded key account acquisitions, contributing to a 30% expansion in the client portfolio and market presence.

Software Sales Executive

Momentum Telecom

▪️ Cultivated relationships with wholesale VoIP clients, ensuring satisfaction and identifying growth opportunities for expansion.
▪️ Devised comprehensive strategic account plans, aligning business objectives with client needs for optimal outcomes.
▪️ Executed efficient management of wholesale VoIP/telecommunication accounts, meeting and exceeding performance metrics.
▪️ Collaborated cross-functionally to address client concerns, ensuring seamless communication and resolution of issues promptly.
𝙆𝙚𝙮 𝘼𝙘𝙘𝙤𝙢𝙥𝙡𝙞𝙨𝙝𝙢𝙚𝙣𝙩𝙨
🔸 Achieved 95% client retention through effective account management and personalized service initiatives.
🔸 Spearheaded the successful implementation of innovative telecommunication solutions, enhancing overall client satisfaction and performance.

Vonage Business

▪️ Expanded a sizable account portfolio, fostering growth and maximizing client relationships for optimum performance.
▪️ Surpassed sales targets consistently, demonstrating a proven track record of exceeding performance expectations.
▪️ Drove revenue growth through strategic account management, cultivated relationships, and consistently exceeded sales targets.
▪️ Led cross-functional teams, ensuring alignment with client needs and delivering exceptional customer satisfaction.
▪️ Pioneered and executed the first outbound campaign, achieving measurable success in lead generation and conversion.
𝙆𝙚𝙮 𝘼𝙘𝙘𝙤𝙢𝙥𝙡𝙞𝙨𝙝𝙢𝙚𝙣𝙩𝙨
🔸 Championed a sales team, securing the coveted "Best Sales Team" award for three consecutive years.
🔸 Exceeded monthly sales quota, consistently achieving an average of $96,000 in new annual volume.
🔸 Ranked consistently in the top 10% of senior account executives, showcasing exceptional performance and results.

American Express/ CAN Capital Access Network

New Lead generation of Premier Merchants, of American Express.  Meeting every monthly vertical and daily metric.

Merchant Financing Counsultant

Knuckle Up Fitness

As a kickboxing instructor, it was my responsibility to keep my students engaged.  My motto was "Keep moving."  Whether you had to change pace, by slowing down; it was imperative that you kept moving.  Monitoring proper technique and critiquing my students was a vital role as well.  Most of all, it was a responsibility to me personally, that everyone had fun and enjoyed their time.   That is where the value and the reward was for me.

Kickboxing Instructor

I am a dedicated health and life insurance professional with nearly 8 years of experience. My specialization includes individual, family, and group plans, with a strong focus on serving small businesses. With nearly 10 years in corporate sales, I bring a unique perspective to insurance, always prioritizing my clients' needs over the interests of insurance carriers. As an independent broker, I am committed to providing personalized and client-centered service.

taplio

The Battle

Brian Phan

Elliot Tiemann

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