GRANT F. BURCKHARD
Cookeville,Tennessee
Summary
Award-winning insurance and financial services professional with extensive experience supporting diverse clients. Generated over $116.9 million in life insurance, $6.9 million in annuities, and $1.57 million in premium, while qualifying for the New York Life Council three consecutive years. Actively pursuing a leadership role to leverage proven production and client relationship skills.
Overview
1
1
Certification
10
10
years of professional experience
Work History
Financial Professional & Insurance Agent
New York Life Insurance Company
08.2021 - Current
- Generated $116.9M+ in life insurance face amount and $1.57M+ in premium since 2023, qualifying for the New York Life Council three consecutive years (2024, 2025, 2026).
- Built a book of 305+ clients across individuals, families, business owners, and professionals, delivering tailored insurance, financial protection, and employee benefits strategies.
- Facilitated $6.9M+ in annuity assets while helping clients accumulate $1.3M+ in life insurance cash value.
- Developed employee benefits solutions for business owners, establishing expertise in group insurance planning.
- Presented to fellow agents at Nashville General Office in May 2026, educating peers on employee benefits strategy and selling techniques for group and individual whole life insurance.
Agency Owner/Agent/Financial Services Professional
Burckhard Financial Group
Cookeville, Tennessee
07.2021 - Current
- Analyzed financial data to support investment strategies and client decisions.
- Developed financial reports for clients using advanced spreadsheet software.
- Supported individuals, families, and business owners with insurance strategies, financial planning, and employee benefits in a family-founded financial planning practice.
- Assisted clients in understanding complex financial products and services offered.
Manager, Sales and Customer Support
American Fish Taxidermy
Cookeville, Tennessee
10.2016 - 06.2021
Managed sales team to enhance customer engagement and satisfaction.
Managed daily operations, enhancing customer service throughout the sales process.
- Developed training programs for new sales and support staff.
- Oversaw business operations, coordinating workflow and production schedules.
- Coordinated inventory management and product ordering processes.
Education
High School Diploma -
Cookeville High School
Cookeville, TN05-2019
Business Coursework -
Tennessee Technological University
Cookeville, TNSkills
- Group Insurance Solutions
- Life Insurance Strategies
- Investment Strategy Development
- Financial modeling
- Business Analytics
- Leadership
- Team Training
- Client relationship management
- Insurance strategy development
- Employee benefits planning
- Spreadsheet reporting
- Team leadership
- Customer relations
- Closing techniques
- Reporting & Forecasting
- Microsoft Excel
- Microsoft Office Suite
- Salesforce CRM
- AI tools
Leadership Community Impact
- Financial Mentorship Program, Mentor, 2022, Volunteered as a financial mentor, guiding an individual overcoming personal hardship through budgeting, credit rebuilding, and insurance planning — resulting in the client successfully purchasing their first home.
- Impact Leadership Program, Alumni, 2022
- NAIFA, 01/01/21, Present
- Rotary International, 01/01/21, Present, Featured visitor at Rotary Club of Vijayawada, India (2023), Presenter to Breakfast Rotary Club
Licenses Credentials
- Tennessee Life & Health Insurance License, Active
- SIE, Series 6, and Series 63, Currently Pursuing
Technology Skills
- Salesforce CRM
- Microsoft Excel
- Microsoft Office Suite
- AI Productivity Tools
- Business Analytics
- Reporting & Forecasting
- Employee Benefits Planning
- Whole Life Sales Strategy
- Annuity Solutions
Awards Recognition
- New York Life Council Qualifier, 2024, 2025, 2026
- New York Life Career Summit Qualifier, 2023
- New Org Life Insurance Leader Award, 2024
- New Org Long-Term Care Face Amount Award, 2023
- New Org Agent Life First-Year Commission (FYC) Award, 2023
Production Performance Snapshot
- 305+ clients served across individuals, families, business owners, and employer groups since 2021.
- $116.9M+ in life insurance face amount placed through comprehensive protection planning.
- $6.9M+ in annuity assets facilitated, helping clients build long-term retirement security.
- $1.57M+ in life insurance premium generated (2023–Present).
- $1.3M+ in permanent life insurance cash value accumulated for clients.
Certification
- Tennessee Life and Health License
Timeline
Financial Professional & Insurance Agent
New York Life Insurance Company
08.2021 - Current
Agency Owner/Agent/Financial Services Professional
Burckhard Financial Group
07.2021 - Current
Manager, Sales and Customer Support
American Fish Taxidermy
10.2016 - 06.2021
High School Diploma -
Cookeville High School
Business Coursework -
Tennessee Technological University