AeroLeads people directory · profile
Daniel Smith Email & Phone Number
Life Insurance Professional
at
SBLI
1 work email found
@scottrade.com
LinkedIn matched
✓ Verified Jun 2026
4 data sources
Profile completeness 100%
Current company
Role
Life Insurance Professional
Location
Greater Boston, United States, United States
Company size
Who is Daniel Smith? Overview
A concise factual answer block for searchers comparing this professional profile.
Quick answer
Daniel Smith is listed as Life Insurance Professional at SBLI, a company with 170 employees, based in Greater Boston, United States, United States. AeroLeads shows a work email signal at scottrade.com and a matched LinkedIn profile for Daniel Smith.
Daniel Smith previously worked as Digital Life Insurance Specialist at Sbli and Investment Consultant at Scottrade. Daniel Smith holds Bachelor Of Science Business Administration, Marketing from Merrimack College.
Company email context
Email format at SBLI
This section adds company-level context without repeating Daniel Smith's masked contact details.
{first_initial}{last}@scottrade.com
86% confidence
AeroLeads found 1 current-domain work email signal for Daniel Smith. Compare company email patterns before reaching out.
Profile bio
About Daniel Smith
Proactive, results-oriented professional with broad experience in initiating business, managing clients and successfully accomplishing the goals and mission of the organization. NASD series 7 and 66 licensed financial professional knowledgable in investment and retirement products. Passionate about assisting clients in identifying and implementing financial plans and strategies that support their short-term and long-term financial well being. Advocate reviewing financial planning and rebalancing as circumstances dictate based on financial needs, risk tolerance, tax considerations and personal finances.
Listed skills include New Business Development, Business Networking, Client Prospecting, Relationship Management, and 11 others.
Current workplace
Daniel Smith's current company
Company context helps verify the profile and gives searchers a useful next step.
Sbli
7 roles
Daniel Smith work experience
A career timeline built from the work history available for this profile.
Digital Life Insurance Specialist
Investment Consultant
With proactive, consultative approach, guide new and existing clients in overcoming barriers to financial success. Maximize opportunities to relationships. Process and maintain accurate digital documentation. Cultivate and manage accounts through high-volume outbound and inbound calls, appointments and email communication. Organize data and maintain high.
Nov 2015 - Apr 2017
Financial Advisor
Work closely with my clients to develop and implement tailored strategies to support their short and long term investment goals such as estate planning, college education and retirement planning. Series 7, Series 66, Massachusetts Life and Health licensed.
Dec 2014 - Nov 2015
Digital Account Executive
Actively managed an outside territory of 100+ accounts using Salesforce.com. Sold digital listings and display advertising to Boston area real estate developers and offices; negotiated annual contracts. Sourced prospects and established new business relationships through cold calling and client meetings. Participated in weekly sales meetings to discuss.
Sep 2007 - Oct 2014
Territory Manager, Inside Sales Coordinator, Sales Support Representative
The Boston Globe
Performed Inside and outside sales account management for 200+ accounts in diverse advertising sales divisions. Collaborated with Design and Marketing departments to initiate and implement programs that generated new business opportunities. Orchestrated and managed company sponsored trade shows. Ranked #2 in highest sales production of 10 inside sales.
Jul 1994 - Aug 2007
Outside Sales Representative
Managed an outside sales territory for one of the largest printers of customized Envelopes, Labels and Business forms in New England.
Jun 1993 - Jun 1994
Team & coworkers
Colleagues at SBLI
Other employees you can reach at sbli.com. View company contacts for 170 employees →
RC
Rose Conneely
Colleague at SbliWoburn, Massachusetts, United States, United States
View →
KH
Kai Ho
Colleague at SbliQuincy, Massachusetts, United States, United States
View →
JB
Joanne Belliveau
Colleague at SbliTewksbury, Massachusetts, United States, United States
View →
RP
Rose Pannese
Colleague at SbliSaugus, Massachusetts, United States, United States
View →
SC
Sue Clark
Colleague at SbliAmherst, Massachusetts, United States, United States
View →
JH
Joann Hebert
Colleague at SbliMarshfield, Massachusetts, United States, United States
View →
SS
Sanjay Sahu
Colleague at SbliIndore, Madhya Pradesh, India, India
View →
JF
Jodi Freeman
Colleague at SbliSalisbury, Massachusetts, United States, United States
View →
KV
Kristin Verrocchi
Colleague at SbliWoburn, Massachusetts, United States, United States
View →
TD
Tracey Dimambro, Acs, Almi
Colleague at SbliWoburn, Massachusetts, United States, United States
View →
Rose Conneely
Colleague at SbliWoburn, Massachusetts, United States, United States
View →
KH
Kai Ho
Colleague at SbliQuincy, Massachusetts, United States, United States
View →
JB
Joanne Belliveau
Colleague at SbliTewksbury, Massachusetts, United States, United States
View →
RP
Rose Pannese
Colleague at SbliSaugus, Massachusetts, United States, United States
View →
SC
Sue Clark
Colleague at SbliAmherst, Massachusetts, United States, United States
View →
JH
Joann Hebert
Colleague at SbliMarshfield, Massachusetts, United States, United States
View →
SS
Sanjay Sahu
Colleague at SbliIndore, Madhya Pradesh, India, India
View →
JF
Jodi Freeman
Colleague at SbliSalisbury, Massachusetts, United States, United States
View →
KV
Kristin Verrocchi
Colleague at SbliWoburn, Massachusetts, United States, United States
View →
TD
Tracey Dimambro, Acs, Almi
Colleague at SbliWoburn, Massachusetts, United States, United States
View →
1 education record
Daniel Smith education
FAQ
Frequently asked questions about Daniel Smith
Quick answers generated from the profile data available on this page.
What company does Daniel Smith work for?
Daniel Smith works for SBLI.
What is Daniel Smith's role at SBLI?
Daniel Smith is listed as Life Insurance Professional at SBLI.
What is Daniel Smith's email address?
AeroLeads has found 1 work email signal at @scottrade.com for Daniel Smith at SBLI.
Where is Daniel Smith based?
Daniel Smith is based in Greater Boston, United States, United States while working with SBLI.
What companies has Daniel Smith worked for?
Daniel Smith has worked for Sbli, Scottrade, Edward Jones, Boston.Com, and The Boston Globe.
Who are Daniel Smith's colleagues at SBLI?
Daniel Smith's colleagues at SBLI include Rose Conneely, Kai Ho, Joanne Belliveau, Rose Pannese, and Sue Clark.
How can I contact Daniel Smith?
You can use AeroLeads to view verified contact signals for Daniel Smith at SBLI, including work email, phone, and LinkedIn data when available.
What schools did Daniel Smith attend?
Daniel Smith holds Bachelor Of Science Business Administration, Marketing from Merrimack College.
What skills is Daniel Smith known for?
Daniel Smith is listed with skills including New Business Development, Business Networking, Client Prospecting, Relationship Management, Time Management, Client Assessment, Documentation, and Sales And Asset Retention.
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