Ryan Eaglin
Glendale,AZ
Summary
Proven leader in the annuity and life insurance sector, with a track record of financial growth and client base expansion at Eaglin Financial Services DBA Americas Annuity. Expert in relationship building and annuity products knowledge, I've consistently exceeded sales targets and improved customer satisfaction through strategic planning and effective team management.
Overview
21
21
years of professional experience
Work History
Owner/President Annuity and Life Insurance Agency
Eaglin Financial Services DBA Americas Annuity
09.2007 - Current
- Experience in presenting, selling Annexus products.
- Developed and maintained strong relationships with clients, IMO's and insurance carriers.
- Successfully executed branding of agency and lead generation using radio and television commercials where I was the face and voice of my company. (960am The Patriot, Fox News, ABC, NBC, MSNBC, Discovery Channel and more...)
- Managed day-to-day business operations including management of other agent's and support staff.
- Hired, trained high-performing team of employees dedicated to achieving company goals.
- Achieved financial growth with strategic planning, cost control measures, and targeted marketing efforts.
- Developed and designed demographic research for call center (scripts), marketing, seminars, workshops.
- Performed effective group seminars, workshops and individual presentations.
- Extensive understanding of fixed/index annuity products, income riders, death benefits and accumulation index options rates allocation's.
- Knowledgeable and experienced in using different technology, email, software applications and CRM's.
- Traveled around the entire state of Arizona and did in-person annuity reviews, presentations, and transactions, new and replacement from telesales staff leads (4-6 meetings per day).
Annuity and Life Agent
Insight Financial Group
04.2005 - 08.2007
- Boosted sales revenue by identifying potential leads and effectively presenting index annuity benefits, life insurance at seminar/workshops.
- Analyzed customers' financial situations to recommend appropriate life insurance and annuity policies.
- Participated in community events and networking opportunities to expand client base and generate new business leads.
Annuity and Life Agent
Oasis Asset Planning
06.2003 - 05.2005
- Developed customized financial plans for clients, incorporating fixed and fixed indexed annuities as part of a diversified investment strategy.
- Reviewed existing client portfolios to identify opportunities for additional annuity investments or product adjustments to better meet client goals.
- Built strong relationships with insurance carriers, ensuring timely and accurate processing of annuity applications.
Skills
- Arizona Foothills Magazine
- Unkefer and Associates
- Advisors Excel
- Fidelity and Guaranty (F@G)
Best Of Our Valley 2017, 2018
Elite Qualifier 2009, 2010, 2011
Award for Excellence in Financial and Insurance Services 2013, 2014, 2015, 2016, 2017, 2018
Power Producer 2013, 2015, 2016, 2018, 2019
- Allianz
- Security Benefit
- American Equity Investment Life Insurance Company
Platinum Club Producer 2003, 2004, 2005, 2006, 2007
Gold Club Producer 2008, 2009
Advisors Excellence Award 2012, 2013
Gold Eagle Member 2007, 2010, 2011, 2015
Timeline
Owner/President Annuity and Life Insurance Agency
Eaglin Financial Services DBA Americas Annuity
09.2007 - Current
Annuity and Life Agent
Insight Financial Group
04.2005 - 08.2007
Annuity and Life Agent
Oasis Asset Planning
06.2003 - 05.2005
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