Chris Baso

• Increased FIA sales by 140% from 2021-2022 ($29MM total)
• Increased FIA sales by 70% from 2022-2023 ($46MM total)
• Increased FIA sales by 40% from 2023-2024 (projected$65MM total sales)
• Expanded market share by identifying new business opportunities and cultivating partnerships with key stakeholders.
• Developed and executed sales plans for consistent growth in revenue and profitability.
• Organized successful product launches, promotional events, and trade shows that generated significant brand exposure within the region.
• Exceeded quarterly and annual sales goals consistently by
• Actively expands the producer base by engaging both new and former producers. closely monitoring team performance and adjusting strategies accordingly.
• Coordinated full sales operations within assigned region.
• Delivered exceptional customer service, resulting in increased retention rates, referrals, and repeat business from satisfied clients.

• Expanded client base in the territory by effectively presenting product offerings and demonstrating value to potential customers.
• Performed joint work with producers to close annuity and life business
• Utilized CRM tools efficiently to manage relationships effectively while keeping track of all relevant account activities.
• Developed product knowledge training for new employees, enhancing team performance.
• Assisted in the development of annual sales forecasts and budgets, contributing to company-wide financial planning efforts.
• Boosted sales performance by implementing targeted marketing strategies.
• Developed and maintained strong relationships with both agents and carrier vendors.

• Drafted comprehensive financial plan to offer recommendations and supporting data.
• Continuously updated industry knowledge through professional development opportunities and staying abreast of market trends.
• Provided exceptional customer service, fostering positive word-of-mouth referrals from satisfied clients.
• Implemented strategic asset allocation models to optimize portfolio performance while minimizing risk exposure.
• Established strong partnerships with external professionals such as attorneys or accountants, enabling comprehensive client support in all financial matters.
• Conducted thorough risk assessments, ensuring appropriate asset allocation aligned with clients'' risk tolerance levels.
• Developed comprehensive financial plans for clients, resulting in improved long-term stability and growth.
• Built strong relationships with clients through consistent communication and proactive portfolio updates.

• Promote United Life Insurance Company’s life and annuity products to existing agencies, broker/dealers, banks, and marketing organizations using in-person meetings along with phone, virtual meetings, and email
• Teach continuing education courses
• Perform training webinars and seminars for agents and their clients
• Attend and present at various company and key partner meetings
• Increased life insurance production by over 500% since starting in 2010

• Developed and implemented marketing strategies to use for launches, rebranding campaigns and promotions.
• Prospect, recruit, and train new distribution partners