Summary
Overview
Work History
Education
Skills
Accomplishments
Certification
Interests
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CONNOR FLAHERTY

Scottsdale,Arizona

Summary

My Mission:

As sports continue to teach me, it's dependability and consistency that matter most. That's the foundation I bring to every relationship with my advisors - showing up, earning trust, and delivering an industry-leading sales experience. Through white-glove service and a deep understanding of the challenges they face, I strive to provide solutions that truly make a difference.

Overview

3
3
years of professional experience
4
4
Certification

Work History

Associate Wholesaler

Brighthouse Financial Territory: LA County in CA
08.2022 - Current
  • Proactively source and develop new advisor relationships, expanding territory reach and driving additional and consistent sales growth.
  • Successfully gained advisor mindshare and drove sales in a highly commoditized market place by differentiating through relationship building, value-added support, and consistent follow-through.
  • Collaborate closely with external partner to strategize territory coverage, accelerate pipeline development, and execute joint sales campaigns.
  • Deliver targeted product presentations and consultations, tailoring complex investment solutions to meet advisor and client needs.
  • Utilize CRM and data analytics to identify top opportunities and strategically prioritize outreach efforts.
  • Organize and lead advisor-facing events, regularly conduct 1-on-1 meetings, and deliver on compelling presentations to drive product adoption and deepen relationships.
  • Leverage internal support with external field travel to deepen advisor engagement, close new business, and foster long-term partnerships.
  • Primary Channel Focus: Banks, Independents, Primerica with some Dedicated and Wire House focus.
  • Primary sell RILA & RILA w/Income annuities... However, FIA's and VA's are regularly sold as well.
  • Key Achievements:
  • On track to break the all-time annuity sales record for core business, with a projected total of 225mm+ by the end of they year.
  • On track to lead overall Securekey sales in all territories without an active Securekey specialist.

Sr. Internal Wholesaler

Brighthouse Financial Territory: LA County in CA
03.2024 - 12.2024
  • Promoted to Senior Internal Wholesaler in March of 2024.
  • Broke 2024 all time sales record, selling 224mm in core business annuities.
  • Broke previous record from 2023... reaching 100mm in sales by June 28th.
  • Integral part of the Competition Committee and FIA Committee.

Internal Wholesaler

Brighthouse Financial Territory: LA County in CA
04.2022 - 03.2024
  • Promoted into one of the most important territories in BHF right of the ISA desk.
  • 2nd overall in sales for 2024 and 2023 seasons. 1st place finisher in total sales for 2022.
  • All time territory sales records set each year from 2022 and on.
  • 1st Internal Sales Associate (ISA) to be promoted to Internal Wholesaler (in hiring class).
  • 1st Internal Sales Associate (ISA) to be fully licensed in hiring class.

Education

Bachelor of Science - Business Administration, Business Management with an emphasis in Operations Management

Leeds Business School, University of Colorado at Boulder
01.2022

Skills

  • Sales presentations
  • Problem-solving
  • Territory management
  • Adaptability and flexibility
  • Excel & AI efficient

Accomplishments

  • Was selected to attend the 2025 Divisional Sales Meeting for team Bank held in Nashville TN. An exclusive meeting held for Sr. leadership and External Wholesalers only.
  • Collaborated with the Learning and Development team to create bite-sized learning programs, streamlining the ISA to Internal Wholesaler transition and improving overall performance.
  • Led a recorded training session on utilizing the ‘Money Book’ and created the existing outline, which is currently used by many new Internal Wholesalers.
  • Recruited four ISAs to Brighthouse Financial, contributing to the growth and development of the team.
  • Led a Voice of the Field call, discussing the ‘Shield Renewal’ process, which has become a key driver of internal sales growth for the company.
  • Mentored two ‘Brightest Bulb’ winners, providing guidance and support to emerging talent.

Certification

  • CRPC (Charter Retirement Planning Counselor)
  • SIE, Series 6, Series 63, and Life and Health producer licenses

Interests

  • Workout enthusiast!
  • BJJ practitioner Regularly competing and training to this day
  • Reading
  • Spending quality time with my family

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