Stephen Niple
Medina,OH
Summary
Passionate and dedicated financial and insurance professional with track record of success in business development, customer service and team building. Possesses entrepreneurial spirit, strong leader and problem-solver dedicated to streamlining operations to promote organizational efficiency. Skilled in working under pressure and adapting to new situations and challenges to best enhance the organizational brand.
Overview
11
11
years of professional experience
Work History
Co-Owner
FiveDot Properties, LLC
04.2018 - Current
- Real Estate analysis and acquisition
- Property Management and administration
Annuity & Insurance Specialist
Skylight Financial Group
01.2023 - 02.2024
- Delivered Pre-sale & post-sale case design, illustration, product training and support for Life, Disability, Long Term Care insurance along with Fixed & Variable Annuities for 150 Career Advisors and staff.
- Built and maintained relationships with advisors in firm along with MassMutual, Crump, Ash Brokerage & approved outside annuity carriers.
- Provided application support to Advisors and staff.
- Tracked submitted annuity business and handled case escalations.
- Executed product launches and updates including weekly updates and rate changes.
- Exceeded 2023 firm annuity sales goals by over 40%.
- Strengthened advisor relationships through consistent follow-ups, ensuring product and strategy awareness.
Financial Advisor
Skylight Financial Group
07.2016 - 02.2024
- Educated clients on various financial matters, financial vehicles, and risk management strategies
- Provided professional recommendations on investment opportunities, products, and services based on each clients' individual needs.
Associate Brokerage Manager
Skylight Financial Group
02.2020 - 01.2023
- Execute recruitment strategies to attract and retain qualified Insurance brokers and build network.
- Implemented innovative sales strategies, increased knowledge & revenue generation for Brokerage Department.
Design Center Coordinator
Skylight Financial Group
01.2017 - 02.2020
- Provided onboarding product training for new advisors for Life, Disability, & Long Term Care insurance
- Created complex Life, Disability & Long Term Care insurance illustrations for career advisors & brokers.
Financial Services Professional
New York Life & NYLIFE Securities
01.2013 - 04.2016
- Worked with clients to develop financial planning strategies and solutions through evaluation of finances
- Educated clients and prospects on risk management & investment strategies to meet their financial goals.
Education
High School Diploma -
New Philadelphia High School
New Philadelphia, OHCollege - General Business & Management
Ohio State University
Columbus, OHSIE - Securities Industry Essentials Examination - Accident & Health, Life Insurance
Hondros College
Independence, OHSkills
- Communication
- Leadership
- Creative Problem Solving
- Customer Service
- Innovative
- Multitasking
- Presentations
- Training & Development
- Relationship Building
- Schedule Management
- Small Business Operations
- Decision Making
- Microsoft Office
- Salesforce
- Docusign
- iCapital SIMON
- Morningstar Annuity Intelligence Reports
- Insurance Practices
- Extensive Life, Annuity, Disability & Long Term Care Insurance
- Licensed in Accident, Life, Health, Variable
- Series 6
Hobbies and Interests
- Accomplished Musician
- Music, Vinyl Records
- DIY Projects
- Greater Cleveland Food Bank & Rainbow Babies & Children's Hospital charities
- Blockchain Technology & NFT digital art
Timeline
Annuity & Insurance Specialist
Skylight Financial Group
01.2023 - 02.2024
Associate Brokerage Manager
Skylight Financial Group
02.2020 - 01.2023
Co-Owner
FiveDot Properties, LLC
04.2018 - Current
Design Center Coordinator
Skylight Financial Group
01.2017 - 02.2020
Financial Advisor
Skylight Financial Group
07.2016 - 02.2024
Financial Services Professional
New York Life & NYLIFE Securities
01.2013 - 04.2016
High School Diploma -
New Philadelphia High School
College - General Business & Management
Ohio State University
SIE - Securities Industry Essentials Examination - Accident & Health, Life Insurance
Hondros College
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