Summary
Overview
Work History
Education
Skills
Certification
Timeline
Generic

Liam Loughrey

Spring,Tx

Summary

Dynamic marketing professional with a proven track record In Internal Sales and Case Design for life, disability, LTC and annuity products. Excelling in client relations and data analysis. Successfully generated over $1.5M in sales while enhancing customer satisfaction through innovative solutions. Adept at territory management and delivering impactful presentations, driving business growth and fostering loyalty.

Overview

18
18
years of professional experience
1
1
Certification

Work History

Case Designer and Marketing Consultant

Texas Advantage Ins. Brokerage
Houston, Tx
01.2017 - Current
  • Built relationships with financial advisors to promote various financial products.
  • Executed marketing plans to increase sales and brand visibility.
  • Managed and tracked customer accounts to ensure customer satisfaction.
  • Developed and implemented new processes and procedures to increase efficiency and cost savings.
  • Assisted in the transition of new advisors and clients to the firm.
  • Delivered presentations and trainings on financial products and services.
  • Provided quality customer service to all clients and advisors.
  • Utilize various software programs to analyze financial information and identify trends.
  • Identify and resolve client issues in a timely manner.
  • Provided up-to-date product knowledge to clients and internal staff.
  • Assisted in closing complex sales and provided solutions for customer’s needs.

Senior Life Insurance Marketer

Simplicity
Woodlands, Texas
01.2015 - 01.2017
  • Developed and maintained relationships with clients to build loyalty and increase sales.
  • Researched and analyzed financial markets and competitive products.
  • Generated sales leads and closed sales for the company’s products.
  • Developed comprehensive presentations for clients.
  • Generate sales with brokers in my territory – $1.5M a year.

Brokerage Manager

National Brokerage Services
Pittsburgh, PA
10.2014 - 08.2015
  • Responsible for gathering and utilizing marketing intelligence to increase overall sales for agency.
  • Handled Premium Finance illustrations for firm.
  • Developed new as well as maintaining existing business relationships.
  • Generated and responded to calls regarding questions about products, ideas and estate and business planning concepts.
  • Created illustrations and provided competitive analysis to agents on products.
  • Sent marketing materials for various carriers’ product/concepts.
  • Created and sent E-mail blasts for marketing and lead generation.
  • Webinar participation for the firm.

Life Internal Wholesaler

National Insurance Brokerage
Orlando, FL
01.2008 - 01.2014
  • Developed and maintained relationships with clients to build loyalty and increase sales.
  • Researched and analyzed financial markets and competitive products.
  • Generated sales leads and closed sales for the company’s products.
  • Developed comprehensive presentations for clients.
  • Generate sales with brokers in my territory – $1M a year.

Education

High School -

Howell High School
Howell, NJ
01.1999

Business Degree - Business

Lone Star College

Skills

  • Client relations and rapport building
  • Data analysis and business development
  • Territory management and sales presentations
  • Customer service and product knowledge
  • Problem-solving

Certification

Life and Health License

Timeline

Case Designer and Marketing Consultant

Texas Advantage Ins. Brokerage
01.2017 - Current

Senior Life Insurance Marketer

Simplicity
01.2015 - 01.2017

Brokerage Manager

National Brokerage Services
10.2014 - 08.2015

Life Internal Wholesaler

National Insurance Brokerage
01.2008 - 01.2014

High School -

Howell High School

Business Degree - Business

Lone Star College

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