Daniel Johnston Email & Phone Number

Englewood, CO, US

Greater Denver Area

Greater Denver Area

• Team Lead and Subject Matter Expert
• Identified changes to company procedures resulting in significant savings to the company
• Engaged retirement plan participants as a Plan Fiduciary
• Provided best interest recommendations based on participant needs
• Ensured client transactions are processed correctly and timely

Greater Denver Area

• Nova 401(k) Associates provides third party administration services for 401(k) plans and actuarial services for defined benefit plans and cash balance plans. In this dog-eat-dog world, we give clients and financial.
• Responsible for sales of plan administration for qualified plans in partnership with Brokers, Financial Advisors, and RIAs (401(K), 403(b), 457(b), 401(a), Defined Benefit, Cash Balance)
• Educate advisors and clients of available qualified plans and identify best fit solutions for client goals
• Consult with Advisors and Plan Sponsor to optimize plan design for plan goals.
• Identify existing or potential plan compliance issues.
• Advise plan sponsors on corrective measures for plan failures

Greater Denver Area

• Anticipate client needs, determine systems abilities to handle client needs
• Gauge value of advisor, develop relationships with high value advisors
• Increase the company's share of qualified retirement plan sales through ongoing relationship with Regional Sales Director
• Support client retention by advising Client Relationship Managers concerning proposals from competitors
• Support the cultivation of broker relationships by providing marketing support, sale proposal positioning, reporting, technical assistance and general consultation relating to Empower Retirement’s products and services
• Work with financial advisors to gauge competition and maximize the company’s profit through plan pricing

• Responsible for direct sales of Transamerica Retirement Solutions' products and services in a defined geographical area.
• Assist financial advisors to grow their books of business with retirement sales through marketing and plan design and implementation.
• Help to produce and explain investment analysis illustrations, fund mapping illustrations, and RFPs to financial advisors.
• Develop and maintain key relationships including wirehouse and independent financial advisors, TPAs, mutual fund wholesalers.
• Provide direct support to two Regional Vice Presidents in charge of retirement sales in their respective regions.
• Continually maintain an understanding of changing retirement industry regulations so as to provide new and up-to-date information to our financial advisor relationships.

• Provide customer service to incoming fixed and variable annuity phone calls from agents and clients
• Work as liaison between clients and processing units
• Research issues in response to agent or client request

• Provide analysis and guidance to businesses and individuals to help them with their investment decisions
• Recommend financial options in accordance with client’s short-term and long-term goals
• Implemented co-op marketing campaigns with three local businesses