Summary
Overview
Work History
Education
Skills
Certification
Languages
Timeline
Generic

Daniel Novales

Austin

Summary

Committed to producing remarkable results by utilizing experience in financial analysis, client relations, and regulatory compliance to support dynamic organizations, all while actively expanding knowledge and skills in the continuously evolving financial sector.

Overview

3
3
years of professional experience
3
3
Certifications

Work History

Annuity & Retirement Specialist

Cetera Financial Group
Austin
12.2024 - Current
  • Crafted and executed extensive annuity strategies featuring fixed and indexed products tailored for retirees and high-net-worth clients, synchronizing income solutions with long-term retirement aspirations, and risk appetite.
  • Facilitated firm-wide annuity initiatives through product training, advisor onboarding, and cross-functional collaboration, fostering consistent growth in annuity adoption.
  • Determine and act on all prospects for cultivating customer relationships, involving prospecting, lead optimization, and participation in local market/community activities.

Regional Wholesaler

Prosperity Life Insurance Group
Austin
01.2023 - 12.2024
  • Strategically nurtured and directed relationships with financial advisors and broker-dealers across assigned regions, delivering personalized investment product recommendations and sales support aligned with client needs and objectives.
  • Conducted engaging presentations and seminars on investment strategies, fund performance, and industry trends, increasing product adoption and market reach.
  • Collaborated with prospective and current clients to gather financial goals and concerns.
    Analyzed financial information to develop comprehensive long-range financial plans.

Education

MBA - Finance

St. Edward's University
Austin, Texas, TX
05-2022

Bachelor of Science - International Business

Louisiana State University
Baton Rouge, LA
05-2020

Skills

  • Annuity strategies
  • Financial planning
  • Sales support
  • Customer relationship management
  • Effective communication
  • Lead generation
  • Presentation skills

Certification

Cloud Digital Leader Certification at Google

Languages

Spanish
Native/ Bilingual
English
Native/ Bilingual

Timeline

Annuity & Retirement Specialist

Cetera Financial Group
12.2024 - Current

Regional Wholesaler

Prosperity Life Insurance Group
01.2023 - 12.2024

MBA - Finance

St. Edward's University

Bachelor of Science - International Business

Louisiana State University
Daniel Novales