Daniel Patrick Leary - Insurance Advisor / Sales Manager - Beau Wofford State Farm

Summary

Insurance advisor with 5+ years of experience guiding individuals through complex policies and advocating for clients’ needs. Known for converting technical information into clear, actionable guidance and building trust with diverse communities. Seeking to leverage strong analytical, communication, and client-advocacy skills in the study and practice of law to better support people who lack the resources or expertise to navigate legal and financial systems.

Overview

9

years of professional experience

Work History

Insurance Advisor / Sales Manager

Beau Wofford State Farm

Baton Rouge, LA

05.2019 - Current

Led, coached, and mentored a team of nine, conducting daily calibration meetings to reinforce effective sales practices, active listening, and client-centered communication.
Developed team members’ strengths through one-on-one coaching, performance feedback, and collaborative problem-solving, resulting in improved service quality and increased retention.
Implemented team strategies that sustained and expanded a multi-line book of business across property, casualty, life, and health insurance products.
Cultivated a growth-driven, inclusive culture focused on humility, accountability, and continuous improvement, resulting in stronger teamwork and higher productivity.
Managed and expanded a book of business by more than $1.5 million, consistently meeting growth targets through relationship management and strategic client outreach.
Conducted detailed needs assessments and risk evaluations, aligning clients with coverage that accurately reflected their exposure and priorities.
Explained complex policy terms, coverage options, and claims procedures in clear, accessible language to ensure clients fully understood their decisions.
Guided clients through the claims process, mediating difficult situations, managing expectations, and advocating for fair and timely resolutions.
• Strengthened long-term client relationships through proactive follow-ups, conflict resolution, and personalized service approaches.
• Maintained compliance with regulatory standards, ensuring accuracy, ethical conduct, and proper documentation across all client interactions.

Intern

LSU Law School Library

Baton Rouge , Louisiana

05.2017 - 08.2017

Maintained and updated legal materials, ensuring case reporters, statutes, and reference books were current and properly shelved.
Organized library collections to improve accessibility and support students and faculty in locating research materials.
Processed new materials, including labeling, shelving, and entering items into the library catalog system.

Education

B.S - Finance

Louisiana State University

Baton Rouge, LA

12.2019

High School Diploma -

Jesuit High School

New Orleans, LA

05.2015

Skills

Relationship building
Sales team training
Staff management
Goals and performance

Sales expertise
Product knowledge
Client relationship management
Sales process

Certifications

Property & Casualty Insurance License

Life & Health Insurance License

Securities Industry Essentials (SIE)

FINRA Series 6

Extracurricular & Community Involvement

Camp Friendship, New Orleans

Volunteered for a week supporting children with spina bifida, helping them participate in recreational activities, creative projects, and daily camp experiences.

Habitat for Humanity, New Orleans

Contributed to a week-long home repair and restoration project to support families in need of safe, stable housing.

Community Holiday Initiative – New Orleans

Organized and raised funds to provide holiday gifts, clothing, and handwritten cards for 15 families facing hardship.

Most Blessed Sacrament Catholic Church

Active member engaged in parish community events and service activities.

Timeline