Daniel Del Guercio
Union
Summary
Dynamic financial planner with a proven track record at Barnum Financial Group, excelling in client relationship management and prospecting abilities. Committed to lifelong learning, I successfully led my team in securing financial planning appointments while ensuring compliance and delivering exceptional service. Strong analytical skills drive my ability to provide informed guidance and foster long-term client loyalty.
Overview
10
10
years of professional experience
1
1
Certification
Work History
Financial Planner/Financial Advisor
Barnum Financial Group
06.2021 - Current
- Perennially led our team and branch in qualified financial planning appointments and opportunities.
- Was the only advisor to successfully complete the 3-year contract validation program required to be in good standing.
- Developed personal rapport with each client to maintain customer loyalty and establish long-term accounts.
- Ensured compliance with industry regulations and company policies while serving clients' best interests.
- Maintained open lines of communication with clients, providing updates and addressing concerns promptly to ensure their peace of mind during the financial planning process.
- Engaged in continuous education on investment products to provide informed guidance to clients.
Financial Services Representative
Northwestern Mutual
01.2021 - 06.2021
- Provided exceptional customer service by addressing client inquiries and resolving account issues efficiently.
- Assisted clients in understanding financial products, ensuring clarity and compliance with regulations.
- Processed transactions accurately while maintaining confidentiality of sensitive information.
- Trained new representatives on company policies and best practices, fostering a knowledgeable team environment.
Business Development Manager
Alton Lane
03.2019 - 04.2020
- Developed and executed strategic business plans to drive revenue growth and market expansion.
- Identified new business opportunities through comprehensive market research and competitor analysis.
- Increased client base by identifying new business opportunities and cultivating strong relationships with key decisionmakers.
- Led training sessions for team members on best practices in business development and sales techniques.
Pharmaceutical Sales Representative
IQVIA
01.2016 - 01.2018
- Developed and maintained relationships with healthcare professionals to promote pharmaceutical products.
- Conducted product presentations to educate medical staff on new therapies and treatment options.
- Led initiatives to improve territory management, optimizing resource allocation for maximum impact.
- Increased sales revenue by building strong relationships with healthcare providers and delivering informative product presentations.
Education
Bachelor of Arts - Political Science
Rider University
Trenton, NJ05-2009
Skills
- Client Relationship Management
- Client Advocacy
- Strong verbal and written communication
- Commitment to lifelong learning
- Analytical skills & problem solving
Certification
- AIF - Accredited Investment Fiduciary
- Series 7 & 66 licensed
- Life/Health Insurance Producer licensed
Timeline
Financial Planner/Financial Advisor
Barnum Financial Group
06.2021 - Current
Financial Services Representative
Northwestern Mutual
01.2021 - 06.2021
Business Development Manager
Alton Lane
03.2019 - 04.2020
Pharmaceutical Sales Representative
IQVIA
01.2016 - 01.2018
Bachelor of Arts - Political Science
Rider University
Accredited Investment Fiduciary
Of all the professional designations to choose from, the AIF was recommended by a senior partner due to my commitment to the fiduciary responsibility. I wanted a designation that highlighted my dedication and responsibility to my clients.
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