Christopher Langford
Hamden,NY
Summary
Accomplished Retirement and Insurance Advisor with a proven track record at Futurity First Ins Group and Mutual of Omaha, adept in financial planning and client retention. Leveraged expertise in policy analysis and CRM software to expand client base and maintain high customer loyalty. Achieved significant territory expansion through strategic marketing and personalized client needs analysis.
Overview
14
14
years of professional experience
1
1
Certification
Work History
Retirement and Insurance Advisor
Futurity First Ins Group
01.2023 - Current
- Developed marketing strategies to promote new insurance contracts or suggest additions and changes to existing policies.
- Evaluated business and individual customer needs and financial situations to propose individualized policy recommendations.
- Explained features, advantages and disadvantages of various policies to promote insurance sales.
- Maintained high standards of customer service by building relationships with clients.
- $1,273,000 in new premium between 4 annuities in first year with the company.
Financial Advisor
Mutual Of Omaha Advisors
11.2021 - 01.2023
- Helped individuals and families build and execute wealth management strategies based on unique goals and objectives.
- Educated clients on various financial matters and provided professional recommendations on investment opportunities, products, and services based on each clients' individual needs.
- Educated clients on various financial matters and provided professional recommendations on investment opportunities, products and services based on individual needs.
- Developed personal rapport with each client to maintain customer loyalty and establish long-term accounts.
Insurance Agent
Mutual Of Omaha
03.2021 - 01.2023
Financial Advisor
Mutual Of Omaha Advisors
04.2012 - 09.2016
Insurance Agent
Mutual Of Omaha
07.2011 - 09.2016
Education
High School Diploma -
Roosevelt High Scholl
Sioux Falls, SD06-2000
Skills
- Financial planning
- Policy analysis
- Insurance products
- New client acquisition
- Territory expansion
- Client assessment
- Customer follow-up
- Client needs analysis
- CRM software
- Client retention
- Leads prospecting
- Business planning
Certification
- Long-Term Care Professional (LTCP) – America's Health Insurance Plans (AHIP).
- Securities Licenses Series held- 63 (05/12-09/16) 6 (08/12-09/16) 65 (06/14-09/16 & 11/21-present) -Financial Industry Regulatory Authority (FINRA).
- Annuities Training Certificate- Various Providers.
Timeline
Retirement and Insurance Advisor
Futurity First Ins Group
01.2023 - Current
Financial Advisor
Mutual Of Omaha Advisors
11.2021 - 01.2023
Insurance Agent
Mutual Of Omaha
03.2021 - 01.2023
Financial Advisor
Mutual Of Omaha Advisors
04.2012 - 09.2016
Insurance Agent
Mutual Of Omaha
07.2011 - 09.2016
High School Diploma -
Roosevelt High Scholl
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