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• Participates in ongoing training, presentation groups, advanced market training and call coaching • Covered Florida, Alabama, Kansas, Missouri, Texas, Illinois and Louisiana.

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• Participates in ongoing training, presentation groups, advanced market training and call coaching

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