COOPER CREECH
Charlotte,NC
Summary
Customer-oriented, strategic-thinking sales professional with experience in building relationships, cultivating partnerships, retaining clients and growing sales channels. Multi-tasking and self-motivated leader with expertise in expanding network connections, persuasively introducing products, territory development and revealing customer needs to deliver solutions.
Overview
8
8
years of professional experience
1
1
Certification
Work History
External Wholesaler
Barnabas Capital
Cornelius, NC
01.2022 - Current
- Was part of a two-man team that architected and developed the VUL/LTC wing of Barnabas Capital, with a primary focus on the MoneyGuard Market Advantage LTC product.
- Wholesaled RILA's on behalf of 7 different Annuity Carriers including Allianz, Brighthouse, Athene, Nationwide, MassMutual, Global Atlantic and CUNA Mutual Group (Trustage).
- Networked to build client base and promote products to primarily new prospects within a territory spanning across the US.
Annuity Wholesale Intern
Barnabas Capital
Cornelius, NC
05.2021 - 01.2022
- Maintained up-to-date knowledge of annuity products of 4 different carriers.
- Made an average of 50 cold calls a day to assist in setting meetings for annuity wholesalers.
Combat Medical Specialist
US Army National Guard
, NC
08.2016 - 08.2022
- Provided treatment in combat zones and health facilities.
- Worked in small groups to accomplish complex goals within tight deadlines and standards.
- Cultivated excellent worth ethic, dedication to duty and timeliness in work actions.
Education
Bachelor of Arts - International Studies
University of North Carolina At Charlotte
Charlotte, NC12.2021
Skills
- Product and Service Knowledge
- Friendly, Positive Attitude
- Relationship Building
- Critical Thinking
- Customer Service
- Strong Work Ethic
Certification
- Series 7 and 63
- Life & Health Insurance
- LTC/Medicare Supplement Insurance
Timeline
External Wholesaler
Barnabas Capital
01.2022 - Current
Annuity Wholesale Intern
Barnabas Capital
05.2021 - 01.2022
Combat Medical Specialist
US Army National Guard
08.2016 - 08.2022
Bachelor of Arts - International Studies
University of North Carolina At Charlotte
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