Colton Conroy
West Des Moines
Summary
Successful wholesaler with proven track record of success in implementing strategies and producing results. Knowledgeable about the annuity industry and the financial field in general. Approachable and committed to succeeding in any role.
Overview
14
14
years of professional experience
Work History
Regional Onboarding Manager
Midland National Life Insurance
01.2023 - Current
- Created smooth onboarding processes to help new agents adjust to Midlands procedures and processes.
- Worked closely with new agents, answering questions and addressing various concerns during onboarding process.
- Helped new agents complete and submit required paperwork, set up benefits accounts, and initiate direct deposits.
- Regularly presented at seminars and other events to educate both recruits and current agents
Internal Wholesaler
Eagle Life/American Equity
11.2021 - 01.2023
- Manage Territory
- Lead Virtual Meetings
- Manage Territory Pipeline of Goal Last Rolling Quarter
Financial Advisor Field Trainer
Bankers Life
09.2019 - 11.2021
- Convention Qualifier
- St. Maarten
- Cancun x3
- Philadelphia
- Chicago
- Kansas City
- SNA (Successful New Agent)
- Top New Agent Conversion, Highest Conversion of SNA Status Percentage
Agent
Bankers Life
07.2014 - 11.2021
- Achieved the highest award for a new agent.Applications in 90 days (Plus Issued Business Req.)
- SNA Elite
- Convention Qualifer
Intern
Iowa State Capital
09.2009 - 04.2011
- Helped with Daily Organization
- Answered Phones and Questions From Constituents.
Education
Master of Science - General
University of South Carolina
05.2024
Bachelor of Science - Political Science/Marketing
Iowa State University
07.2014
Skills
- Leadership Motivation Adaptability
- Decision Making Time Management
- Communication Presentation Skills
- Performance Improvement
- CERTIFICATES
- Series 7
- Life Health (IA,NE,SD,IL,KS)
Timeline
Regional Onboarding Manager
Midland National Life Insurance
01.2023 - Current
Internal Wholesaler
Eagle Life/American Equity
11.2021 - 01.2023
Financial Advisor Field Trainer
Bankers Life
09.2019 - 11.2021
Agent
Bankers Life
07.2014 - 11.2021
Intern
Iowa State Capital
09.2009 - 04.2011
Master of Science - General
University of South Carolina
Bachelor of Science - Political Science/Marketing
Iowa State University
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