Christopher Daly
Southington,CT
Summary
Professional Wholesaler with over 15 years of experience in life insurance brokerage and retail life insurance, focused on leveraging established skills and relationships to drive sales within a corporate environment. Proven track record of consistently exceeding sales targets while cultivating strong client partnerships that contribute to sustained business growth. Expertise in navigating complex market dynamics and delivering tailored solutions that effectively address client needs. Committed to a results-oriented approach and a robust work ethic aimed at enhancing organizational success.
Overview
15
15
years of professional experience
1
1
Certification
Work History
External Wholesaler
Cincinnati Life Insurance Company
Fairfield, OH
08.2022 - Current
- Ran the Northeast Territory covering Maine, New Hampshire, Vermont, Massachusetts, Rhode Island, Connecticut, New York, and New Jersey.
- Worked with 125 Brokerage and Property and Casualty Agencies directly to drive life insurance production.
- Partnered with internal wholesaler to provide dual support.
- Trained agencies in life insurance products and sales.
- Provided Point-of-Sale support to Agencies.
- Presented sales topics and marketing campaigns to producers.
Vice President - Sales
Daly Brokerage
Southington, CT
05.2021 - 08.2022
- Cultivates relationships with 400+ current financial professionals and seeks new opportunities.
- Manages the sales department and oversees the new business and policy owner service departments.
- Implements marketing campaigns in conjunction with partner carriers.
- Case design and product selection on an individual basis.
- Advanced Sales.
Brokerage Manager - Internal and External
Daly Brokerage
Southington, CT
12.2013 - 05.2021
- Prequalified clients to place them with the correct carrier and product based on their health and financial situation.
- Ran all illustrations and provided case design internally.
- Provided pre-sale and marketing support for Life Insurance, Long Term Care, Linked Benefit, Disability Insurance, and Annuity products.
- Presented sales concepts to financial professionals both in person and remotely.
- Strengthened relationships with financial professionals and carrier partners.
Customer Service Sales Specialist
Daly Brokerage
Southington, CT
07.2013 - 12.2013
- Developed strong relationships with financial professionals to service their
- Provided opportunities for new sales within blocks of business.
- Confirmed current status of in force policy information with carriers.
Life Insurance Sales Agent
National Legacy Group (Penn Mutual)
Wilton, CT
05.2013 - 07.2013
- Obtained formal, career life insurance sales training from Penn Mutual.
- Prospected potential clients.
- Obtained Life, Accident, and Health License.
New Business Associate
Daly Brokerage
Southington, CT
05.2011 - 05.2013
- Entered and scrubbed all new business applications.
- Processed and verified all new business policies.
- Provided mail marketing campaigns for financial professionals.
- Gained a broad understanding of the new business department.
Education
Bachelor of Science - Criminal Justice
Sacred Heart University
Fairfield, CT05-2013
Skills
- Territory Management
- Presentation Skills
- Industry Networking
- Teamwork and Collaboration
- Team Leadership and Motivation
- Problem-Solving
- Efficient Communication
- Knowledge of Life Insurance Brokerage Industry
Certification
- Connecticut Life, Accident, and Health License
- Securities Industry Essentials (SIE)
- Series 6 Securities License
Timeline
External Wholesaler
Cincinnati Life Insurance Company
08.2022 - Current
Vice President - Sales
Daly Brokerage
05.2021 - 08.2022
Brokerage Manager - Internal and External
Daly Brokerage
12.2013 - 05.2021
Customer Service Sales Specialist
Daly Brokerage
07.2013 - 12.2013
Life Insurance Sales Agent
National Legacy Group (Penn Mutual)
05.2013 - 07.2013
New Business Associate
Daly Brokerage
05.2011 - 05.2013
Bachelor of Science - Criminal Justice
Sacred Heart University