Dan Cooper Email & Phone Number

Denver, Colorado, United States

• Series 7, 63 and Colorado Life licensed
• Appointed to the Internal Wholesaler Council
• Partnered with 2 External Wholesalers with a large focus on growing variable annuity sales
• Help build and maintain relationships with advisors and their assistants
• Largely responsible for managing territories by keeping Sales Force up to date and running reports
• Works with Service Center to ensure the application process goes smoothly and contracts are issued without delay

Denver, Colorado, United States

• Responsible for project management and execution of large scale events, leadership programs and training staff
• Managed Youth staff of 20 for weekly, monthly and annual goals. Conducted team meetings, monthly coaching sessions and overall growth of group in leadership skills.
• Sole presenter to population of over 75 attendees on a weekly basis with valuable, factual and relevantinformation.

Denver, Colorado, United States

• Series 6, 63 and Colorado Life licensed
• Edward Jones distribution channel (Covering VA,WV, PA, MD, DE, NJ, NY, CT, RI, VT, NH and ME)
• Partnered with 2 External Wholesalers with a large focus on growing variable annuity sales
• Help build and maintain relationships with advisors and their assistants
• Largely responsible for managing territories by keeping Sales Force up to date
• Works with Service Center to ensure the application process goes smoothly and contracts are issued without delay

Denver, Colorado, United States

• Series 6, 63 and Colorado Life licensed
• Directly supported 10 External Wholesalers with insight and perspective in strategically growing each territory
• Analyzed production reports to provide individualized insight to each sales team member to increase territory production
• Managed monthly expense reports to accurately and efficiently reconcile budgets
• Trained all new hires in similar roles in systems, processes and culture

Denver, Colorado, United States

• Supported business objective to move clients toward environmentally friendly initiatives
• Trained all the summer interns in goal expectations, processes and systems
• Made 50-80 outbound calls daily
• Took 10-25 inbound calls daily
• Crucial partner in working with leadership team to drive efficiency

Highlands Ranch, Colorado, United States

SAVED LIVES

Biblical & Theological Studies

Accounting And Finance