Daniel Wiford
Delaware,OH
Summary
ENTHUSIASTIC FINANCIAL SERVICES PROFESSIONAL with several years of Financial Sales and Leadership experience. Exceptional understanding of Financial Markets & Insurance concepts with the ability to cross-sell to fit client needs. Superior Presentation skills, relationship-builder & coach. Efficient at making the complex simple
Overview
19
19
years of professional experience
1
1
Certification
Work History
Licensed Financial Advisor
Money Concepts Wealth Management
Delaware, OH
11.2021 - Current
- Meet with clients to discuss long-term and short-term investment goals to devise personalized financial plans.
- Advised clients on investments, retirement, insurance and estate planning.
- Have made 56 Life Insurance sales and multiple income annuity & mutual fund sales while prospecting for fee-based Financial Planning clients.
RVP External Wholesaler
Nationwide Insurance Company
OH-MD-WV-VA-DE-DC
09.2009 - 11.2021
- Wholesaler of Annuity, Life Insurance & LTCI to Independent Financial Advisors
- Worked with sales team to collaboratively reach targets, consistently meeting or exceeding personal quotas.
- Performed 2-3 large dinner client seminars per month
- Conducted monthly agent and broker training seminars.
- Contributed to team objectives in fast-paced environment.
- 80% overnight travel covering 5 states & DC.
Annuity Internal Wholesaler Manager
Nationwide Insurance Company
Columbus, OH (On-Site)
02.2005 - 09.2009
- Recruited, trained & managed Annuity Internal Wholesalers for Independent and Wirehouse Channels.
- Developed methods and procedures to increase sales, expand markets and promote business.
- Created a 'Presentation Group' to prepare IW's for External roles as they arose.
- Consistently surpassed sales & asset retention goals.
Education
Bachelor of Science - Banking & Finance
Wilmington University
New Castle, DESkills
- Creative Solutions
- Relationship Building
- Teaching & Mentoring
- Financial Services
- Presentations
- Client Seminars
- Detail Oriented
- Sales Expertise
- Stock Market Understanding
- Team Leadership
- Cross-Selling
- Sales Process Implementation
Certification
- FINRA Series 7, 66, 24, 26
- ChFC - Chartered Financial Consultant
- CLU - Chartered Life Underwriter
- CLTC - Certification for Long Term Care
- Life & Health - OH/KY/IN/NC/FL
Affiliations
- Toastmasters
- United States Air Force Veteran
Timeline
Licensed Financial Advisor
Money Concepts Wealth Management
11.2021 - Current
RVP External Wholesaler
Nationwide Insurance Company
09.2009 - 11.2021
Annuity Internal Wholesaler Manager
Nationwide Insurance Company
02.2005 - 09.2009
Bachelor of Science - Banking & Finance
Wilmington University