Brian Dodge Email & Phone Number

Seattle, Washington, United States

Greater Seattle Area

Recruit and advise Insurance Agents nationally. We provide our associates with effective cutting edge solutions and assist with the sales process. Beacon Financial is a national insurance marketing organization. We have worked with thousands of agents in the last fifteen years, assisting them in growing their businesses. We aim to create the kind of integrity-rich business that supports the lives they want while also achieving outstanding results for their clients.

Greater Seattle Area

Career Insurance Agency Manager for Sagicor Life Insurance Company. Manage and train approximately 15 career insurance agents in Washington State. Provide clients with financial planning solutions to family and retirement security. Assist with Life Insurance and Annuity placement.

Seattle, Wa

Successfully manage all aspects of one of KeyBank’s largest Seattle branches. Awarded a Top Performer in 2012 and 2013. Built one of the highest insurance and securities producing branches in area, exceeding goals in 2013 and 2014. Team Management: Train branch sales team in selling bank and investment products. Manage branch team and liaise with line of business partners such as Financial Advisors, Business Banking and Private Banking. Recruit and train Sales team.Sales: Personally… Show more Successfully manage all aspects of one of KeyBank’s largest Seattle branches. Awarded a Top Performer in 2012 and 2013. Built one of the highest insurance and securities producing branches in area, exceeding goals in 2013 and 2014. Team Management: Train branch sales team in selling bank and investment products. Manage branch team and liaise with line of business partners such as Financial Advisors, Business Banking and Private Banking. Recruit and train Sales team.Sales: Personally sell Life Insurance and securities products. Develop client relationships resulting in repeat sales and referrals. Create strong and loyal community and local business relationships. Build profitable referral relationships with centers of influence in local business community. Consistently produce at high level both personally and as leader of an exceptional team. Show less

Seattle, Wa

Manage government client relationships in all footprint markets nationally, about 400 municipalities. - Retirement Plan Investments for Government 457 and 401k- Government Public Fund DepositsClient Management: Customer base increased annually by 95%. Maintain lasting client relationships with municipalities in WA, CA, OR, IL and FL. Negotiate contracts with municipalities. Respond to RFPs. Conduct on-site meetings with government entities. Act as liaison between clients and internal… Show more Manage government client relationships in all footprint markets nationally, about 400 municipalities. - Retirement Plan Investments for Government 457 and 401k- Government Public Fund DepositsClient Management: Customer base increased annually by 95%. Maintain lasting client relationships with municipalities in WA, CA, OR, IL and FL. Negotiate contracts with municipalities. Respond to RFPs. Conduct on-site meetings with government entities. Act as liaison between clients and internal departments. Marketing: Primary point of contact and sole marketer to government clientele developed and implemented a business plan resulting in asset growth of $2.2 Billion over 5 years. Industry Connections: Attend twelve industry conferences annually, building business relationships with government Treasurers, Finance Officers and key decision makers. Show less

Bachelor'S Degree, Psychology, 3.2

Activities and Societies: Executive Secretary, BYU Student Association

Associate Of Arts And Sciences (A.A.S.), General Studies, 3.4