David Phariss
Des Moines,IA
Summary
Licensed insurance professional with proven success in life, health, and retirement planning. Experienced in client consultation, risk analysis, and delivering customized solutions through partnerships with over 30 top-rated financial institutions. Adept at guiding clients toward tax-efficient strategies, long-term income protection, and legacy planning. Strong communicator and educator focused on empowering clients with knowledge and options.
Overview
7
7
years of professional experience
Work History
Retirement Plan Specialist
Real Financial
07.2025 - Current
- Build customized strategies with 30+ financial institutions around retirement growth, tax efficiency, income protection, and estate planning. Educate clients and tailor financial solutions based on individual goals.
- Remote
Insurance Producer
Bankers Life
03.2023 - 07.2025
- Provided life, health, and retirement insurance solutions. Focused on client education, needs-based planning, underwriting, and policy servicing to support long-term financial security.
Sales Service Advisor
Ramsey Subaru
02.2021 - 04.2023
- Delivered premium guest service experience while ensuring vehicle safety and reliability.
Service Advisor
BMW of Des Moines
06.2020 - 04.2023
- Acted as liaison between customers and technicians, providing maintenance advice and service updates.
Service Advisor
Willis Auto Campus
10.2018 - 04.2023
- Supported customer service operations through effective communication and repair coordination.
Skills
- Customer service
- Licensed insurance agent
- Professionalism and ethics
- Quotes and sales
Timeline
Retirement Plan Specialist
Real Financial
07.2025 - Current
Insurance Producer
Bankers Life
03.2023 - 07.2025
Sales Service Advisor
Ramsey Subaru
02.2021 - 04.2023
Service Advisor
BMW of Des Moines
06.2020 - 04.2023
Service Advisor
Willis Auto Campus
10.2018 - 04.2023
Similar Profiles
Jeremiah TaulborgJeremiah Taulborg
Insurance Underwriter at Real FinancialInsurance Underwriter at Real Financial
Jessica EgbadonJessica Egbadon
Senior Business Analyst at Figure Real Financial And Accounting SolutionsSenior Business Analyst at Figure Real Financial And Accounting Solutions
Samuel DevosSamuel Devos
Life Insurance Sales Agent at 1099 / Real FinancialLife Insurance Sales Agent at 1099 / Real Financial
Riley GoemannRiley Goemann
Landscape Foreman at Designs By DayLandscape Foreman at Designs By Day
Nicholas FrischNicholas Frisch
Center Director at Mathnasium of AnkenyCenter Director at Mathnasium of Ankeny