Summary
Overview
Work History
Education
Skills
Timeline
Generic
Danny Peterson

Danny Peterson

Lutherville Timonium,Maryland

Summary

Dedicated professional with expertise in client relationship management, financial analysis, and policy negotiation. Proven ability to develop tailored solutions and educate clients effectively.

Detail-oriented professional recognized for strong communication and problem-solving skills. Experienced in educating clients on life insurance options and maintaining detailed client records to enhance service delivery.

Overview

26
26
years of professional experience

Work History

P&C/Life & Health Agent

State Farm
Timonium, MD
03.2021 - 01.2023
  • Sold life insurance policies via telephone, assisting agents with underwriting processes.
  • Analyzed clients' financial situations to propose tailored long-term solutions.
  • Educated clients on various life insurance options available in the market.
  • Negotiated policy terms to maximize benefits for all parties involved.
  • Provided personalized service through phone, email, and in-person consultations.
  • Maintained detailed records of client information, policies, and payment histories.
  • Developed relationships with clients to ensure high levels of satisfaction.
  • Responded promptly to client inquiries regarding health concerns.

P&C/Life Insurance Agent

Allstate Insurance
Hampstead, MD
02.2019 - 01.2020
  • Sold life insurance policies via telephone, achieving high conversion rates.
  • Analyzed and educated clients on various life insurance options in the market.
  • Negotiated policy terms to enhance benefits for clients and company.
  • Provided personalized service through phone, email, and in-person consultations.
  • Developed and maintained strong client relationships to ensure satisfaction.
  • Maintained detailed records of client information, policies, and payment history.

Owner

Refund Express Tax Services, LLC
Parkville, MD
11.2008 - 12.2019
  • Established owner operated a seasonal independent tax preparation business including all aspects of hiring, marketing, managing funds and overseeing compliance.

Life Insurance Agent

Thompson Financial Group, LLC/MassMutual
Hunt Valley, MD
02.2017 - 02.2019
  • Counseled prospects on coverage options, limits, and regulations to enhance understanding.
  • Conducted thorough needs analysis to recommend suitable life insurance products.
  • Developed and maintained client portfolio through networking and referrals.
  • Sought new clients by leveraging professional networks to expand customer base.
  • Coordinated with financial professionals to deliver comprehensive financial planning services.
  • Analyzed clients' financial situations to propose alignment with long-term goals.
  • Addressed questions and concerns of potential policyholders regarding coverage options.

Owner/Broker of Record

County Mortgage Services
Baltimore, MD
07.1997 - 12.2010
  • Established and operated a profitable mortgage brokerage which closed an average of $35 million annually.
  • Employed 12 people.

Education

Bachelor of Science - Major in Chemistry

King’s College
New York, NY
01.1994

Skills

  • Insurance underwriting
  • Policy negotiation
  • Client analysis
  • Financial planning
  • Regulatory compliance
  • Customer relationship management

Timeline

P&C/Life & Health Agent

State Farm
03.2021 - 01.2023

P&C/Life Insurance Agent

Allstate Insurance
02.2019 - 01.2020

Life Insurance Agent

Thompson Financial Group, LLC/MassMutual
02.2017 - 02.2019

Owner

Refund Express Tax Services, LLC
11.2008 - 12.2019

Owner/Broker of Record

County Mortgage Services
07.1997 - 12.2010

Bachelor of Science - Major in Chemistry

King’s College

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