Daniel J. Kaye Email & Phone Number

New York, United States

Manhattan, New York, United States

Minneapolis, Minnesota, United States

Recruited to build and direct a new franchise. Hired, trained, and managed field operations team and technicians. Developed marketing strategies to drive sales and revenue. Identified customer’s needs and recommended new product/service opportunities. Fostered strong communications and relationships with industry partners, homeowners, property managers, insurance agents, and estimators. Key Achievements:★Established operations, pricing strategies, and referral channels. ★Diversified service offerings to include fire and smoke damage restoration to generate additional revenue.

Managed life insurance sales and servicing while proactively mitigating risk exposure. Served as point of contact for client inquiries. Contacted clients involving policy changes, issues, renewals, and cancelations. Audited client policies and proposed alternatives to maximize returns. Assisted families with death benefit claims in a professional and caring manner. Deliver basic life insurance sales illustrations from various carriers. Assessed policy performance by reviewing in-force illustrations. Evaluated current book of business for new opportunities, and identified possible leads from under-performing policies, or changing needs of clients. Worked closely with charitable organizations to evaluate retirement readiness and facilitate endowment creation. Key Achievements:★Delivered $250M in endowment creation.★Achieved a 65% close rate on personal life insurance sales against client list of over 200 families nationwide.

Golden Valley, Mn

Orchestrated the wholesaling of variable and fixed indexed annuities to financial advisors. Applied a consultative sales approach to promote Allianz products and solutions including product features, value add systems, performance, and strength of brand. Collaborated with external wholesalers to execute public annuity sales. Advised financial partners on solutions that aligned with their goals. Solicited new clients to increase the client base and increase profits. Established relationships with financial advisors to grow production. Utilized database and tracking methods to monitor advisor’s production levels and sales activity. Maintained contact with current and prospective advisors to facilitate in growing their productions. Key Achievements:★Consistently achieved Top-10 territory sales.★Allianz Century Club $100 Million Annual Premium

Associate Of Arts - Aa, Business Administration And Management, General

Bachelor'S Degree, Business Administration, Management And Operations

Financial Services