Daniel Giles

Daniel Giles Email and Phone Number

Wealth Advisor | Private Banker @ FSB Premier Wealth Management, Inc.
Des Moines, IA, US
Daniel Giles's Location
Des Moines Metropolitan Area, United States, United States
About Daniel Giles

I have consistently earned awards for top performance, but the most gratifying part of my job is building long-term relationships and earning the appreciation of my customers and employers for delivering exceptional products and service while delivering profitability for the company.I'm a relationship-builder and valued business partner who works toward mutually beneficial outcomes. I strengthen relationships and gain customer loyalty by being consistent in the way I approach sales and service.• Ask the right questions and be an active listener to fully understand customer needs.• Collaborate to find common ground and points of consensus to move deals forward.• Be strategic in finding solutions that deliver value and benefits to the customer while ensuring profitability for the company.• Always follow through and do what I say I will do.Entrepreneurial – Resourceful - Willing to take the initiative. This is who I am.When I was 16, I started a parking lot striping business by pitching my services to an office across from where I parked at Valley High School. I knew the building owner worked out of that office. I introduced myself and told him I owned a striping business and wanted to stripe his parking lot. He loved the initiative and agreed. I didn't realize I needed specialized equipment, but that didn't deter me. I quickly scrambled to procure the right equipment and get the job done, turning this first "yes" into a successful summer business throughout high school and college. I enjoy being out and meeting new people, getting to know them, and figuring out how I can help. I'm unafraid to put myself out there. I love the feeling of achievement—securing a meeting, bringing on a new client, closing a sale, delivering value, and earning a "thank you"—positively moving the needle. This is my goal each and every day.Customer Acquisition & Retention Revenue & Profit GrowthConsultative SalesInside and Outside SalesCustomer EducationLeadership & Influence Business Development & SalesClient RelationsRelationship ManagementData Mining & Data Analysis Regulatory RequirementsFinancial Planning Financial Services Consulting Tax & Legacy Planning Social Security Planning Insurance & Annuities Asset Allocation & Wealth Management Recruiting, Training, CoachingCapital Preservation Agent, Advisor, Producer Support Practice Management/COMPLIANCE:2024-21/

Daniel Giles's Current Company Details
FSB Premier Wealth Management, Inc.

Fsb Premier Wealth Management, Inc.

View
Wealth Advisor | Private Banker
Des Moines, IA, US
Website:
fsbpremier.com
Employees:
11
Daniel Giles Work Experience Details
  • Fsb Premier Wealth Management, Inc.
    Wealth Advisor | Private Banker
    Fsb Premier Wealth Management, Inc.
    Des Moines, Ia, Us
  • Farmers State Bank
    Wealth Advisor | Private Banker
    Farmers State Bank Oct 2024 - Present
    Waterloo, Ia, Us
    Helping individuals and businesses reach their financial goals through financial planning , investments and insurance recommendations.
  • Delaware Life Insurance Company
    Internal Wholesaler
    Delaware Life Insurance Company Mar 2022 - Sep 2024
    Waltham, Ma, Us
    Consult with and advise customers to educate, recommend, and sell products that protect and grow retirement assets. Built relationships with key partners, including regional vice presidents, agents, and back office personnel. Manage high-volume of proposal requests, product questions, communications, and account management activities.Variable products distributed through Clarendon Insurance Agency, Inc. (member FINRA), an affiliate of Delaware Life Insurance Company (Waltham, MA). [Delaware Life Marketing is an affiliate of both companies.] 1601 Trapelo Road, Waltham, MA 02451. T: 781-790-8700. www.Finra.org-- Deliberate in asking the right questions to fully understand customer needs and developing solutions that deliver value and benefits to the customer while ensuring profitability for the company.-- Ability to translate complex information and ideas with simplicity and clarity to educate and inform customers. -- Champion of soliciting feedback to identify gaps between sales teams and customers and developing solutions, including templates and processes that enhance the customer experience.-- Strategic in recruiting, onboarding, leading, and educating agents and advisors, working one-on-one to understand needs, and implementing strategic methods to drive business success.ACHIEVEMENTS & METRICS• Increased territory YOY sales from $149mil in 2022 to $512mil in 2023. Territory finished #2 in national sales.• Strategically identified cross-sell opportunities achieving #2 in total Non-Myga sales in the nation since 2022.• Proactively built new relationships expanding advisor selling base to 419 active producers (#3 in the nation).• Developed and led strategic data-driven outbound marketing campaigns.• Earned Leadership Council Award by consistently exceeding activity metrics, meetings scheduled, cross-selling success, and sales metrics.• Conducted an average of 48 monthly sales meetings in addition to servicing the existing advisor base.
  • Sammons Financial Group Companies
    Internal Wholesaler
    Sammons Financial Group Companies Feb 2021 - Mar 2022
    West Des Moines, Iowa, Us
    Wholesaled individual retirement accounts (IRAs) and annuities by initiating relationships with producers to understand their business and recommend products to meet their needs.ACHIEVEMENTS & METRICS• Strategically managed a $96M territory working in partnership with the Regional Vice President.• Achieved 14% growth in YOY sales in 2021.• Built new relationships through proactive efforts resulting in 81 new producers in 2021.
  • Sammons Financial Group Companies
    Sales Desk Specialist
    Sammons Financial Group Companies Oct 2020 - Feb 2021
    West Des Moines, Iowa, Us
    Took an average of 40 inbound calls per day and provided guidance and support to the field.ACHIEVEMENTS & METRICS• Obtained four securities licenses within 180 days of hire.• Earned promotion to Internal Wholesaler
  • Canon Solutions America
    Senior Account Executive
    Canon Solutions America Mar 2019 - Oct 2020
    Melville, Ny, Us
    Senior Account Executie - Legal VerticalGuided and advised legal professionals on how Canon's enterprise printing solutions and digital document management solutions could help law firms nationwide with productivity, efficiency, cost recovery, and IT security. Acquired new customers and expanded business within existing accounts. ACHIEVEMENTS & METRICS• Promoted to Senior Account Executive - January 2019• Captured 45% of sales revenue by earning net new business• Established and negotiated price points favorable price terms in all transactions
  • Canon Solutions America
    Account Executive
    Canon Solutions America Aug 2017 - Mar 2019
    Melville, Ny, Us
    Promoted and sold the complete Canon product solution lineup in the greater Chicago area. ACHIEVEMENTS & METRICS• Attaned 131% of annual sales quota in 2018• Reached 80 % of annual sales quota with 50% net new additional business in the first full year.• Awarded Canon Presidents Club - Top 25 Revenue Generating Account Executives in the United States.• Beat out competitors in 99% of head-to-head sales pitches.

Daniel Giles Education Details

  • University Of Iowa
    University Of Iowa
    Marketing And Entrepreneurship

Frequently Asked Questions about Daniel Giles

What company does Daniel Giles work for?

Daniel Giles works for Fsb Premier Wealth Management, Inc.

What is Daniel Giles's role at the current company?

Daniel Giles's current role is Wealth Advisor | Private Banker.

What schools did Daniel Giles attend?

Daniel Giles attended University Of Iowa.

Who are Daniel Giles's colleagues?

Daniel Giles's colleagues are Nolan Tomlinson, Jacob Myrvik, Jennifer Marlin.

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