Daniel O'Shea
Murfreesboro,TN
Summary
Results-driven professional with comprehensive background in strategic planning and execution. Known for delivering impactful planning solutions that align with client goals and concerns. Highly adaptable and reliable, skilled in critical analysis and innovative problem-solving to meet evolving client and partner needs.
Overview
13
13
years of professional experience
1
1
Certification
Work History
Insurance Strategist
Truist Life Insurance Services
TN, GA, And KY
05.2021 - Current
- Foster relationships with banking partners to identify new client opportunities
- Meet with prospective clients and identify protection planning needs
- Assist in producing needs analysis, sales proposals and sales illustrations tailored to each individual client situation
- Identify marketplace trends and research how various products change to fit the new needs of clients
- Track and achieve annual production goals
- Communicate process and case updates to clients and banking partners for pending business
- Assist fellow Insurance Strategists with case design and follow through
- Coordinate and present product and concept training sessions to banking partners
- Communicate with leadership on a consistent basis regarding partner and client concerns and trends
Life Insurance Internal Wholesaler
AIG
11.2018 - 02.2021
- Initiate and nurture relationships with Edward Jones Financial Advisor branch teams
- Educate Edward Jones branches on product and pricing developments within the life insurance market
- Coordinate planning and case design with an external wholesaler operating in the field
- Discuss client needs analyses with branches to develop protection planning solution
- Communicate process and case updates to branches for pending business
- Develop custom quote comparisons for client protection planning solutions
- Assist fellow internal underwriters with case design and follow through
- Work with branch office administrators on preparing and submitting correct paperwork for new business
Financial Planner
Larson Financial Group
02.2016 - 11.2018
- Develop and maintain financial plans for retirement, education and lifestyle goals of clients
- Analyze current investment risk, allocations and strategies to offer advice and recommendations
- Supervise over $3 million in assets under management (with $1 million of projected new annual additions) including qualified, non-qualified, and Roth accounts and contributions
- Manage monthly income and expenses to ensure consistency
- Meet with clients to provide up-to-date goal projections and discuss relevant industry topics
- Develop and maintain one-on-one professional relationships with clients and their families
- Prospect for new clients in various cities through private events and seminars
- Coordinate with clients’ attorneys, accountants and other professionals to develop a comprehensive planning relationship
- Provide financial contract review to clients by comparing industry compensation data and additional client specific concerns
Senior Insurance Processor
Larson Financial Group
01.2014 - 02.2016
- Provide leadership and coaching for an immediate team of 3 employees, as well as the department as a whole
- Facilitate growth opportunities for team members by delegating additional projects aimed at improving department functionality
- Organize, create and implement employee training, including revamping of training materials and processes
- Develop, evaluate and maintain processes in multiple areas of the insurance department through team assistance and partnerships
- Coordinate and manage team member’s daily workflow as well as assist with team member’s tasks when necessary
- Interview and analyze potential hires and promotions through in-person interviews and online testing completion
- Assist in hiring decisions of new employees throughout the department
- Compile and deliver performance reviews for team members on basis of quality, quantity and personal development
Insurance Processor
Larson Financial Group
09.2013 - 01.2014
- Analyze and update employee training processes through coordination with department members
- Champion the development of new process creation and current process re-evaluation
- Develop, evaluate and maintain processes in multiple areas of the insurance department
- Offer assistance and backup to senior level duties when requested
- Accumulate necessary case documents and information to present to carriers
- Practice consistent critical thinking and decision making skills to facilitate the most fluid flow of business
- Provide assistance to team members in times of need
Education
Bachelor of Arts - American Studies, Education, History
Columbia College
Columbia, MO05-2012
Skills
Financial Product Knowledge
Problem Solving and Analytical Thinking
Communication
Sales and Training
Organization and Administrative
CRM Software
Certification
- Life and Health License (Multiple States)
- Series 7 and 66 Licenses
Committee Experience
Truist Life Insurance Services - Advisory Council
- Compile questions and concerns from the Insurance Strategist team to bring to leadership attention
- Offer insight and strategy ideas during meetings that covered a range of topics including company-wide updates, process and IT related concerns, and product changes
- Provide pertinent updates and solutions back to the team after meetings
AIG - Remote Working Committee
- Coordinate with team members across departments to develop pitch to senior executive members
- Research costs and details of home office equipment needs, software and technology requirements, and remote team building programs
Timeline
Insurance Strategist
Truist Life Insurance Services
05.2021 - Current
Life Insurance Internal Wholesaler
AIG
11.2018 - 02.2021
Financial Planner
Larson Financial Group
02.2016 - 11.2018
Senior Insurance Processor
Larson Financial Group
01.2014 - 02.2016
Insurance Processor
Larson Financial Group
09.2013 - 01.2014
Bachelor of Arts - American Studies, Education, History
Columbia College