David Coughlin Email and Phone Number

Independent life insurance agency helping individuals and families retire with confidence

Traffk is a cloud-based insurance platform utilizing data science and machine learning to design and distribute innovative, instant-issue life and health products

Selected to manage a 25-person team of internal, external, and hybrid wholesalers while leading strategy for driving product sales and business development efforts within the Independent Individual Insurance Marketplace• Championed the turnaround of the sales division by partnering with internal stakeholders including operations, product, and underwriting to focus on process improvement initiatives• Improved sales partnerships with large national IMO’s including Amerilife, Integrity Marketing, AIMCOR, and Annexus• Recruited nontraditional distributors including Assurance, PolicyGenius, and Transact

Promoted to a newly created role, recruiting and managing 40+ wholesalers to drive annuity and mutual fund product sales through the Independent Broker Dealer Channel• Grew sales 20% YoY for both product lines• Improved team effectiveness by adopting a disciplined sales process• Increased annual Variable Annuity sales from $2.5 billion in 2011 to $4.5 billion in 2014• Increased annual Mutual Fund Sales from $1.5 billion in 2011 to $3 billion in 2014• Exceeded annual sales goals both product lines

Selected to manage a 13-person wholesaling team to drive annuity sales across the Eastern U.S. Division• Increased sales averaging 20% YoY• Ranked #1 in total divisional sales• Retained 100% of External Wholesalers by focusing on employee engagement, accountability, and wellbeing• Achieved the highest number of qualifiers for President’s Club

Recruited to manage 10 wholesalers across the U.S. driving multi-year guarantee fixed annuity sales through National and Regional Banks• Increased sales by $500 million• Achieved YoY sales growth by 15%