Delanie Driskell
Liberty Hill
Summary
Gifted with connecting others. Offers approachable and friendly demeanor, key skills include excellent communication and relationship-building abilities. Committed to creating impactful partnerships that drive collaboration and growth for the benefit of all parties.
Overview
26
26
years of professional experience
1
1
Certification
Work History
Licensed Insurance Agent
The Driskell Insurance Group
08.2016 - Current
- Network and build relationships with individual clients and small to large business prospects
- Provide tailored insurance solutions to assist clients in protecting assets
- Coached new agents on consultative sales strategies, handling objections, calculations
- Managed a team of subject matter experts for small business benefit solutions
- Calculate quotes and educate potential clients on insurance options
- Recommend type and amount of coverage based on analysis of customer circumstances
- Regularly review client policies and recommend adjustments as needed to maintain optimal coverage
- Develop sales leads from direct referrals, networking and targeted marketing campaigns
- Door to door marketing
Benefits Advisor
AMBA
11.2015 - 06.2016
- Uncovered the needs of retired teachers and closed the gaps of their health insurance with insurance products such as Medicare Supplements, Long-Term Care, Cancer, Heart and Stroke, Life, annuities, and ambulatory plans
Financial Advisor
American Retirement Solutions
01.2015 - 10.2015
- Provided investment and income planning recommendations, financial plans and insurance coverage for individuals with a focus on labor union members
- Hosted investment seminars for potential clients
- Assisted clients with budgeting and cash flow management
- Cultivated and strengthened relationships with new clients and educated clients on account services and capabilities
Financial Services Representative
Guzzetta Benefit Services
01.2013 - 06.2014
- Serviced individual clients and small business owners by providing investment recommendations, financial plans and insurance coverage (individual and business)
- Closed 85% of all individual business ($5 million new AUM)
- Increased overall production of the firm 33%
- Developed processes and procedures for marketing and face to face meetings
- Coordinated multiple events for individual client groups
Financial Services Representative, Investment Advisor Representative
CNM Financial/MetLife
03.2011 - 01.2013
- Serviced the employer sponsored plans market for The University of Texas Medical Branch, Texas A&M at Galveston, University of Houston Clear Lake, San Jacinto College, College of the Mainland
- Established Group Benefit plans for small business owners
- Top ten producer of new applications for University of Texas
Registered Representative
Lincoln Financial Group
01.2007 - 01.2011
- 2007 Rookie of the Year (out of32 rookie representatives hired)
- Premier level producer2007-2010
- Serviced the403b and457b market for The University of Texas Medical Branch
Faculty Benefits Representative
The University of Texas Medical Branch at Galveston
10.2002 - 01.2007
- Created Healthy, Wealthy and Wise Programs/Seminars to teach all employees about benefits/retirement planning
- Supervisor of Retirement Benefits Staff and the I-9 Office
- Retirement Plan Specialist meeting with2,500 faculty (Physicians, Nurses and Staff) at UTMB
Registered Representative
ING Financial Advisers
03.1999 - 10.2002
- Serviced the457b market for Harris County
- Conducted retirement planning presentations weekly
Education
Masters of Science - Family Financial Planning
Texas Tech University
Lubbock, Texas01.1998
Bachelor of Science - Human Development and Family Studies
Texas Tech University
Lubbock, Texas01.1996
Skills
- Professional networking
- Customer referrals
- Customer engagement
- New agent training
- Team training and development
- Client relationship management
- Client retention
- Goal oriented approach
- Risk assessment
- Life insurance sales
Certification
General Lines (Life, Accident, Health)
Accomplishments
Keynote speaker for Northpoint Church Women's Conference 2023
Timeline
Licensed Insurance Agent
The Driskell Insurance Group
08.2016 - Current
Benefits Advisor
AMBA
11.2015 - 06.2016
Financial Advisor
American Retirement Solutions
01.2015 - 10.2015
Financial Services Representative
Guzzetta Benefit Services
01.2013 - 06.2014
Financial Services Representative, Investment Advisor Representative
CNM Financial/MetLife
03.2011 - 01.2013
Registered Representative
Lincoln Financial Group
01.2007 - 01.2011
Faculty Benefits Representative
The University of Texas Medical Branch at Galveston
10.2002 - 01.2007
Registered Representative
ING Financial Advisers
03.1999 - 10.2002
Bachelor of Science - Human Development and Family Studies
Texas Tech University
General Lines (Life, Accident, Health)
Masters of Science - Family Financial Planning
Texas Tech University
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