DaSean Flournoy
Charlotte,NC
Summary
Agile and results driven individual with years of experience in both the financial and insurance industries. Advanced knowledge regarding life insurance, Long-Term Care, retirement planning, and nest egg security combined with a firm understanding of banking, account management and successfully growing business relationships. These skills along with my military background make me a valuable asset and team player. My objective is to obtain a position that offers professional challenges utilizing interpersonal skills, experience in sales, strategic planning and military disciplines.
Overview
17
17
years of professional experience
Work History
Internal Insurance Consultant
LPL Financial
12.2022 - Current
- Consult with advisors to understand client needs, provide case design, risk class assessment, illustrations, education on product & services, and recommendations of suitable products from carriers to meet those needs.
- Work with external partners to grow business relationships with goal of expanding markets and increasing sales by 10% year over year.
- Provide support with technology including Resource Center, Client Works, iPipeline, and other related presentation and proposal tools.
- Collaborate with various stakeholders to drive insurance sales, including external Business Development officers, case management team, insurance carrier representatives, and others as needed.
- Through weekly carrier training, maintain up-to-date job knowledge on carrier partners, competitive analysis, and proposal tools and other resources that assist advisors throughout sales and service process with investors.
Sales Support Consultant
LPL Financial
09.2022 - 12.2022
- Responded to over 30 inbound inquiries per day via phone and email providing information about products, services and application process.
- Assisted sales team by imputing insurance opportunity requests from Financial Advisors into Salesforce database.
- Followed up on incoming email requests, pre-qualified opportunities and assisted advisors in closing deals.
- Coached Internal Consulting Associates by serving as team lead and training them on process and products.
- Designed training materials and new hire playbook for sales desk.
Insurance Consulting Associate
LPL Financial
07.2021 - 09.2022
- Handled 30 or more incoming insurance inquiries and requests via phone and email daily, logging communication in Salesforce database.
- Educated Advisors on products and solutions offered by LPL Insurance Associates.
- Collaborated with Internal Insurance Consultant regarding advisor rush requests to insure that they were completed in desired turnaround time.
- Built and maintained positive relationship with advisors, partners and internal teams
- Optimized advisor experience by delivering superior customer service and effectively troubleshooting issues.
Associate Service Consultant
LPL Financial
09.2019 - 07.2021
- Answer 40 - 60 incoming calls per day from Advisors and other members of firm.
- Provided phone support to advisors for complex brokerage and advisory account related issues, by taking ownership of each inquiry and request as main point of contact and providing “First Call Resolution” when possible.
- Processed various required account opening documentation through to completion; this includes trust agreements, power of attorney, corporate resolutions, completing proper documentation for each request, and updating business partners as well as reporting to comply with company compliance standards.
- Keeping apprised of and promoting new processes and controls; provide feedback and process improvements to drive business forward.
- Networked annuities to shell accounts for activity visibility to advisors.
Business Development Specialist
Brighthouse Financial
05.2018 - 08.2018
- Developed new relationships with financial advisors to significantly capture sales and grow assets, especially in key accounts, as well as servicing existing productive agents
- Utilized Institutionalized Wholesaling approach to ensure proper execution or strategy and sales objectives
- Responsible for providing excellent advisor experience through all interactions with full accountability and ownership of outstanding issues until resolution is reached
- Accomplished benchmark goal of 800 outbound calls per month to Financial Advisors regarding placement of Life Insurance products to existing portfolios.
Financial Advisor Assistant
UBS Financial Services
12.2017 - 04.2018
- Effectively sourced prospective clients, capitalizing on referrals, assessing customer needs, through collaboration, delivering full resources of Bank of America and Merrill Lynch to client, and delivering highly customized solutions which were strategically selected to meet client needs.
- Assisted in recommendation of investment products and services that were suitable for prospects and clients based on their objectives, resources, time horizon, risk profile and preferences.
- Utilized expertise of specialists, where appropriate, to identify, banking, lending, planning and investment solutions for client.
Insurance Agent
Bankers Life
12.2007 - 06.2017
- Evaluated leads obtained through direct inquiries, databases, referrals and cold calling.
- Determined client needs and financial situations by listening and scheduling fact-finding appointments.
- Met with 25 or more prospects each week to select appropriate insurance coverage, and closed 8 to 10 new sales per week.
- Cross-sold insurance products to existing clients to reach sales targets
- Conducted annual reviews of existing policies to update information
Education
Earned credits toward Bachelor Degree - Psychology
Chaffey College
Rancho Cucamonga, CALicenses and Designations
Series 6, Series 63, (SIE) Securities Industry Essentials, Life, Accident & Health, Medicare Supplement & Long Term Care, CLTC (Certified Long Term Care)
Military Experience
Tactical Air Control Party Team Leader, UNITED STATES MARINE CORPS
November 1987 - November 1995
- Responsible for managing communications equipment worth millions and oversaw command's encrypted communications department budget.
- Led Tactical Air Control Party reconnaissance operations and reported enemy movements to commanding officers.
- Received Combat Action Ribbon, Navy Unit Commendation, Meritorious Unit Commendation, Marine Corps Good Conduct Medal, Marine Corps Expeditionary Medal, National Defense Service Medal, Southwest Asia Service Medal, Sea Service Deployment Ribbon, Kuwait Liberation Medal (Kingdom of Saudi Arabia), Kuwait Liberation Medal (Kuwait).
- Served as captain on All Marine, All Navy and All Military men's basketball team for 6 years.
Timeline
Internal Insurance Consultant
LPL Financial
12.2022 - Current
Sales Support Consultant
LPL Financial
09.2022 - 12.2022
Insurance Consulting Associate
LPL Financial
07.2021 - 09.2022
Associate Service Consultant
LPL Financial
09.2019 - 07.2021
Business Development Specialist
Brighthouse Financial
05.2018 - 08.2018
Financial Advisor Assistant
UBS Financial Services
12.2017 - 04.2018
Insurance Agent
Bankers Life
12.2007 - 06.2017
Earned credits toward Bachelor Degree - Psychology
Chaffey College
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