Bill M.

Inquirer
DISC Type : dc

Licensed Insurance Agent at Insurance Benefits For Seniors

Delray Beach, Florida, United States

Overview

Bill is an experienced CEO with a strong background in recruitment, sales, and management within the staffing and healthcare industries. He holds a Bachelor of Business Administration from Marshall University and an FL 215 License. Colleagues describe him as an out-of-the-box thinker and a personable leader who excels at training and development.

His professional interests lie in tracking business and financial news, as indicated by his engagement with publications like the Harvard Business Review and CNBC. He is a strong sales professional with a history of transforming strategic direction and driving revenue growth for the companies he works with.

His diverse career path has taken him from mortgage lending and healthcare recruiting to his current roles as a CEO and licensed insurance agent.

Personality Overview

Hard To Convince

ROI Conscious

Judgemental

They don’t always try to control the conversation but neither do they like yielding it fully.  They respond well to confident salespeople. They can be nudged to make faster decisions by offering what they value.

Topics They Care About

Healthcare Staffing
He has a demonstrated history of leading recruitment and sales in healthcare, recently focusing on hiring corporate recruiters and expanding his team in this specific sector.
Business Growth
In a previous role, he was responsible for transforming a company's revenue model and strategic direction, expressing excitement about company growth and success.
Senior Insurance
As a licensed insurance agent holding an FL 215 license, he specializes in providing insurance benefits specifically for seniors, indicating expertise in this area.

Media Appearances

Bill has no verified media appearances

Work History

10-2025
Licensed Insurance Agent at Insurance Benefits For Seniors
5-2023 - 9-2025
Chief Executive Officer at MSH Health Services, LLC - OTN
10-2018 - 4-2023
Director of Recruitment and Sales at Centra Healthcare Solutions
9-2017 - 9-2018
Loan Partner at Marketplace Home Mortgage, L.L.C.
4-2017 - 9-2017
Mortgage Loan Originator at HomeServices Lending, LLC

Education

2000 - 2005
Bachelor of Business Administration (B.B.A.) from Marshall University
2000 - 2005
Bachelor of Business Administration (B.B.A.) from Marshall University

More Information

Social Presence :

Prographics :

Exp : 8 Location : Delray Beach, Florida, United States Job Level : N/A Designation : Licensed Insurance Agent at Insurance Benefits For Seniors
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Insights For Selling To Bill

During A Call Or A Meeting

DO's

  • Make sure that you you respond to any queries from them quickly
  • Stress on the business value that your product offers
  • Get to the point quickly instead of spending too much time on pleasantries

DONT's

  • Avoid repeating yourself or making generalizations
  • Don’t expect them to change their mind quickly if they say no once
  • Don’t try to be an alpha salesperson, give them equal space

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Bill is

  • Confidence in the product plays an important role, followed by powerful testimonials.
  • Will you ever get a clear answer from Bill

  • They might hesitate a little, but they will say no if they are not convinced.

Insights For Deal Planning

    How fast (or slow) will Bill move?

  • Their decision making speed is somewhere in the middle.
  • Can Bill take some risk or not?

  • Once they have analyzed the pros and cons, they can take some risks.

You And Bill

Personality Compatibility


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