Chris Newberry - Clu, Chfc

Chris Newberry - Clu, Chfc Email and Phone Number

Regional Sales Manager at The Brokerage, Inc. @ The Brokerage, Inc.
Chris Newberry - Clu, Chfc's Location
Dallas, Texas, United States, United States
Chris Newberry - Clu, Chfc's Contact Details
About Chris Newberry - Clu, Chfc

With decades of experience in the Insurance industry, I have proven over and again my passion and desire as a seasoned, results-driven leader. I eagerly contribute dynamic management and interpersonal relationship skills toward actively supporting a progressive organization in optimizing operational, sales, and financial performance.As a top Sales VP, I have consistently delivered over and above quota from Estate Planning to Relationship Management to Business Insurance and Corporate Owned Life Insurance (COLI) products, while managing and mentoring teams of overachievers. From helping build Market-Share to $100 Million, to educating producers on sales of indexed life and business insurance concepts – the major point: I produce!CORE COMPETENCIES~ Achieve optimal utilization of human and financial resources through proactive workflow planning/coordination and multi-million-dollar revenue administration~ Effectively define, develop and implemented targeted action plans to maximize operational productivity, efficiency, and profitability~ Proactive leader who successfully recruits, trains, develops, mentors, and leads top-performing teams and individuals committed to providing superior production~ Research and evaluate industry trends, competitor products, basis for designing and executing strategies/solutions to boost company leverage in a saturated market~ Interact with broad populations: senior management, sales departments, customer service, clients, external contractors, and related stakeholdersSPECIALTIES• Vice President (VP), Sales• Corporate Owned Life Insurance (COLI)• Business Insurance Sales• Insurance Planning• Key Relationship Management• Targeted Sales Plans• New Client Relationships• Client Retention• Whole Life, Indexed & Term Life Insurance• Insurance Underwriting• Individual & Corporate Insurance Sales• Term Life Sales• Deferred Compensation• Annuities Sales & Planning• Competitive Sales• Estate & Wealth Planning

Chris Newberry - Clu, Chfc's Current Company Details
The Brokerage, Inc.

The Brokerage, Inc.

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Regional Sales Manager at The Brokerage, Inc.
Chris Newberry - Clu, Chfc Work Experience Details
  • The Brokerage, Inc.
    Regional Sales Manager
    The Brokerage, Inc. Nov 2020 - Present
    Flower Mound, Texas, Us
    Leveraging years of Life Sales expertise, am able to help producers and agencies sell a wide variety of life products from the industry's top carriers. From competitive term to permanent solutions, business to personal needs, underwriting challenges, or foreign national opportunities . Finding the easiest, best, and most profitable solutions for agents and their clients.
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  • Transamerica
    Regional Vice President
    Transamerica Jan 2019 - Nov 2020
    Baltimore, Maryland, Us
    As Regional Vice President , I get to work with producers, agencies and marketing organizations in the sale of a top term and Indexed life portfolio and tell the Transamerica and Health/Wealth Stories.
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  • Guardian Life
    Life Brokerage Manager
    Guardian Life Jun 2018 - Dec 2018
    New York , Ny, Us
    As Life Brokerage Manager-Texas, am responsible for developing business opportunities with producers, BGAs and Marketing Organizations using product and sales ideas from an iconic and top rated carrier committed to delivering excellence for its stakeholders.
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  • Global Atlantic Financial Group
    Vice President-Sales
    Global Atlantic Financial Group 2013 - 2017
    New York, Ny, Us
    As Vice President, Sales, I transitioned a new name in Insurance market by building name recognition, establishing key relations and promoting value proposition. Focusing generally on life insurance and more specifically indexed life, I work with key national relationships, positioned for sales and growth. Some of my greatest success has come from the corporate-owned life insurance (COLI) arena by utilizing a team approach with significant CRM reporting to establish and implement sales goals.KEY POSITION ACCOMPLISHMENTS~ Exemplify dynamic leadership skills in managing employees, with full accountability for the effective administration of annual budgeting~ Proficiently develop and execute sales and management strategies designed to support operations~ Effectively plan, coordinate, and facilitate functions to optimize productivity, efficiency, and quality with strong focus on the delivery of superior carrier/producer services~ Spearhead diverse administrative functions ranging from staffing, training, and performance evaluations to workflow planning and technology-driven solutions implementation~ Exhibit solid leadership qualities in mentoring, coaching, and developing strong, dedicated team membersSPECIALTIES• Vice President, Sales• Corporate Owned Life Insurance (Coli) • Develop & Retain Deep Customer Relationships• Achieve Sales Targets In Insurance Sales• Leveraged / Managed Resources To Maximize Profitability• Insurance Sales• Business Insurance Sales• Relationship Sales• Insurance Planning• Key Relationship Management• Targeted Sales Plans• Attract New Relationships• Client Retention Specialist• Insurance Sales Prospecting• Creative Solutions to Sales Opportunities & Sales Challenges• Life Insurance Sales• Sales Management• Indexed Life Insurance Sales• Term Life Insurance Sales• Personal Insurance Sales• Deferred Compensation Sales• Sales & Planning of Annuities• Competitive Sales Positioning• Estate Planning• Wealth Plans
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  • Aviva
    Vice President
    Aviva 2006 - 2013
    London, Gb
    Formerly known as Aviva USA, was the U.S. division of Aviva Plc., a British multinational insurance company. After Aviva PLC purchased Amerus life, it was renamed Aviva USA, now known as Global Atlantic Financial Group.At the time, Aviva was the industry leader of indexed life insurance sales as well as a top annuity insurer, selling Personal Term Life, Business Insurance products, annuities and indexed Life Insurance products.As Regional Vice President, I worked to develop a new name in the U.S insurance marketplace. With absolutely no North American name recognition, my team and I built the company into a premium carrier producing over $100 million of annual life insurance products before being sold to Global Atlantic. This was accomplished in less than five years. While developing strategies, training and business plans to penetrate and grow sales market-share, I interacted with all levels of internal partners and outside clients. My tasks were to onboard and develop national account relationships, educate producers on sales of indexed life, and grow sales for insurance products throughout my specified national account relationship.ACCOMPLISHMENTS~ Actively prospected and cultivated clients upwards of $17M+ in annual premium production~ On-boarded and developed national account relationships~ Interacted with all levels of internal partners and outside clients~ Developed strategies, training and business plans to penetrate and grow sales market-shareSPECIALTIES• Develop Large Account Relationships• Build Market-share from Zero to $100 Million• Life Insurance Sales• Insurance Sales Management• Indexed Life Insurance• Term Life Insurance• Deferred Compensation• Annuities & Wealth Planning• Insurance Planning• Regional Vice President• Insurance Sales• Business Insurance• Estate & Wealth Planning• Insurance Underwriting• Wealth Distribution Management• Employee Benefit Plans• Retirement Plans• Income Needs
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  • Jefferson Pilot Financial - (Acquired By Lincoln National Corporation In 2006)
    Regional Vice President
    Jefferson Pilot Financial - (Acquired By Lincoln National Corporation In 2006) 2001 - 2006
    Until 2006, Jefferson-Pilot Corporation operated as a holding company and through its subsidiaries, offered a range of insurance products and services in the United States. The company operated through five segments: Individual Products, Annuity and Investment Products (AIP), Benefit Partners, Communications, and Corporate Products, and specialty insurance products meeting the needs of specific segments. They were acquired by Lincoln National Corporation in 2006.As Vice President of Sales, I was responsible for all life insurance brokerage sales across twenty percent of the country. I prospected, trained, and assisted in sales in the business and personal insurance marketplace, specializing in advanced sales in the estate planning and deferred compensation business marketplace.KEY POSITION ACCOMPLISHMENTS~ Developed regional sales network of Independent marketing organizations selling life insurance products~ Positioned life insurance products against those of our competition~ Built deep relations with brokerage general agents and organization principals and staff~ Cultivated and maintained relationships with premier partnersSPECIALTIES• Vice President, Sales• Corporate Owned Life Insurance (COLI) • Deferred Compensation Sales• Estate Planning• Regional Account Management• Life & Term Insurance Sales• Training & Presentation Expertise• Personal Insurance Sales• Business Insurance Sales• Relationship Sales• Insurance Planning• Key Relationship Management• Targeted Sales Plans• Attract New Relationships• Retain Existing Clients• Creative Solutions to Sales Opportunities• Creative Solutions to Sales Challenges• Life Insurance Sales• Sales Management• Indexed Life Sales• Term Life Sales• Sales & Planning of Annuities• Competitive Sales Positioning• Estate & Wealth Planning• Insurance Underwriting• Wealth Distribution Management• Employee Benefit Plans• Retirement Plans• Income Needs
  • Prudential Financial
    Regional Sales Director
    Prudential Financial 1996 - 2001
    Newark, New Jersey, Us
    Prudential Select Brokerage is the independent brokerage arm of Prudential Financial. It prides itself on strategically working with independent insurance product producers and national accounts selling Prudential’s life insurance portfolio of insurance products.As Regional Director of Sales, I developed insurance sales, grew and fortified new and existing producer relationships, and expanded insurance market share to a region which included Texas and four contiguous states (New Mexico, Oklahoma, Louisiana, and Arkansas). My expertise in insurance underwriting, insurance sales concepts, and competitive insurance product positioning helped grow production of multiple millions of dollars of sales in assigned territories over a short time.KEY POSITION ACCOMPLISHMENTS~ Grew life insurance sales in a five-state region by multiple millions of dollars~ Fully responsible for sales management and sales direction of region~ Developed business plans for insurance carriers~ Trained and educated team members and brokerage clients in insurance underwriting, marketing in advanced business, and wealth planning issues while presenting insurance sales solutions involving these particular areas~ Led a team of insurance case-design and case-management experts to exceed regional goalsSPECIALTIES• Regional Director, Sales• Corporate Owned Life Insurance (COLI) • Deferred Compensation Sales• Estate Planning• Regional Account Management• Life & Term Insurance Sales• Training & Presentation Expertise• Insurance Sales• Business Insurance Sales• Relationship Sales• Insurance Planning• Key Relationship Management• Targeted Sales Plans• Attract New Relationships• Retain Existing Clients• Creative Solutions to Sales Opportunities & Sales Challenges• Life Insurance Sales• Sales Management• Indexed Life Sales• Personal Insurance Sales• Sales & Planning of Annuities• Competitive Sales Positioning• Relationship Development• Account Management
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  • Jefferson Pilot Financial
    Regional Director Of Sales
    Jefferson Pilot Financial 1993 - 1996
    Us
    As Regional Director of the five-state area including Texas, New Mexico, Oklahoma, Arkansas, and Louisiana, I introduced the brokerage community to new disability products and worksite life and disability insurance, penetrating new opportunities and relationships for this new insurance product portfolio. The product portfolio included Individual Disability Insurance, Business Overhead Insurance, Franchise Disability, and Worksite Life Insurance.Being one of the first companies in this region to introduce these new brokerage products (Individual Disability Insurance, Business Overhead Insurance, Franchise Disability, and Worksite Life Insurance) gave us a huge opportunity in saturating the market, resulting in several hundreds of thousands of dollars in sales.KEY POSITION ACCOMPLISHMENTS~ Communicate and educate sales teams, sales representatives, and brokerage firms on new insurance products~ Introduction of new product portfolio included Individual Disability Insurance, Business Overhead Insurance, Franchise Disability, and Worksite Life Insurance to a five-state region~ Built large sales region from the bottom up~ Assisted in enrollment and underwriting of franchise disability and life insurance casesSPECIALTIES• Regional Sales Director• Disability Insurance Sales• Business Insurance & Employee Benefit Plans• Corporate Owned Life Insurance (COLI) • Deferred Compensation Sales• Estate Planning• Regional Account Management• Life & Term Insurance Sales• Training & Presentation Expertise• Insurance Sales• Business Insurance Sales• Insurance Planning• Key Relationship Management• Targeted Sales Plans• Attract New Relationships• Grow New Brokerage Clients• Retain Existing Clients• Creative Solutions to Sales Opportunities & Challenges• Life Insurance Sales• Sales Management• Indexed Life Sales• Personal Insurance Sales• Sales & Planning of Annuities• Competitive Sales Positioning• Relationship Development• Account Management
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  • Newberry Associates
    Principal / Insurance Broker
    Newberry Associates 1986 - 1993
    Newberry Associates was an independent insurance brokerage agency helping individuals and businesses with their insurance, investment, and estate and retirement needs.As Principal / Insurance Broker, I prospected, fact-gathered, and provided solutions to individuals’ insurance, investment, and retirement requirements. This included sales and counseling on Life and Disability Insurance, Annuities and Mutual Funds, and Individual and Group Health Insurance. Other responsibilities included interviewing, screening, training, and maintaining staff, ensuring payroll, and delivering policy-owner service and administration. ACCOMPLISHMENTS~ Principal / Insurance Broker~ Client Prospecting~ Owned and managed independent agency~ High producing: Top 5% highest sellers of insurance products~ Prospected, fact-gathered, and provided solutions to individuals’ insurance, investment, and retirement requirements~ Interviewed, screened, trained, and maintained staff, ~ Insured payroll~ Delivered policy-owner service and administrationSPECIALTIES• Independent Insurance Practice Management• Independent Life Brokerage• Multiple Carrier Platform• Life & Disability Insurance• Annuities & Mutual Funds• Individual & Group Health Insurance• Client Prospecting• Solutions Provider• Business Insurance & Employee Benefit Plans• Corporate Owned Life Insurance (Coli)• Deferred Compensation Sales• Estate Planning• Regional Account Management• Life & Term Insurance Sales• Training & Presentation Expertise• Insurance Sales• Business Insurance Sales• Relationship Sales• Insurance Planning• Key Relationship Management• Targeted Sales Plans• Attract New Relationships• Retain Existing Clients• Creative Solutions to Sales Opportunities & Sales Challenges• Life Insurance Sales• Sales Management• Indexed Life Sales• Personal Insurance Sales• Sales & Planning of Annuities• Competitive Sales Positioning• Relationship Development• Account Management
  • Ncr Corporation
    Regional Sales Manager
    Ncr Corporation 1985 - 1986
    Atlanta, Georgia, Us
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Chris Newberry - Clu, Chfc Skills

Life Insurance Fixed Annuities Term Life Insurance Insurance Retirement Marketing Sales Underwriting Series 6 Brokers Financial Advisory Investments Relationship Management Universal Life Long Term Care Insurance Risk Management Whole Life Variable Annuities Financial Planners Finance Wealth Small Business Iras Investment Advisory Wealth Management Services General Insurance Commercial Insurance Securities Financial Risk Wealth Accumulation Investment Strategies High Net Worth Individuals Portfolio Management Defined Benefit Investment Management Asset Allocation Insurance Brokerage Alternative Investments Reinsurance Critical Illness Asset Management Financial Analysis Sales Presentations Claim Accident Legal Liability Health Savings Accounts Group Insurance Finra Succession Planning

Chris Newberry - Clu, Chfc Education Details

  • Baylor University - Hankamer School Of Business
    Baylor University - Hankamer School Of Business
  • Baylor University
    Baylor University
    General
  • Trinity Christian Academy
    Trinity Christian Academy

Frequently Asked Questions about Chris Newberry - Clu, Chfc

What company does Chris Newberry - Clu, Chfc work for?

Chris Newberry - Clu, Chfc works for The Brokerage, Inc.

What is Chris Newberry - Clu, Chfc's role at the current company?

Chris Newberry - Clu, Chfc's current role is Regional Sales Manager at The Brokerage, Inc..

What is Chris Newberry - Clu, Chfc's email address?

Chris Newberry - Clu, Chfc's email address is ca****@****msn.com

What is Chris Newberry - Clu, Chfc's direct phone number?

Chris Newberry - Clu, Chfc's direct phone number is +121467*****

What schools did Chris Newberry - Clu, Chfc attend?

Chris Newberry - Clu, Chfc attended Baylor University - Hankamer School Of Business, Baylor University, Trinity Christian Academy.

What skills is Chris Newberry - Clu, Chfc known for?

Chris Newberry - Clu, Chfc has skills like Life Insurance, Fixed Annuities, Term Life Insurance, Insurance, Retirement, Marketing, Sales, Underwriting, Series 6, Brokers, Financial Advisory, Investments.

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