Daniel Giles Email & Phone Number

Des Moines, Ia, Us

Des Moines, Ia, Us

Waterloo, Ia, Us

Helping individuals and businesses reach their financial goals through financial planning , investments and insurance recommendations.

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.

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.

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

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

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.