David Ono, Cfp® Email & Phone Number

Los Angeles, Ca, Us

Greater Los Angeles Area

Responsible for driving product and concept marketing plans to increase life insurance sales. Managed product and concept launches from creating the marketing plan to ongoing drip marketing. Developed marketing collateral for life insurance products in context with applicable financial planning strategies. Conducted research and analysis to support positioning of products.

Assumed leadership role in analysis and marketing of variable annuities, equity-indexed annuities, and variable universal life products to TFA’s representatives. Assisted registered representatives in determining what products would be an appropriate fit for clients or prospects. Served as key relationship manager to TFA’s annuity and insurance product sponsors. Provided back-up support for mutual funds and retirement plans.

Transitioned to Marketing Manager in September 2004 when Proposal Unit was moved to Cedar Rapids, IA. Managed all investment related marketing materials. Responsible for marketing communications and managing specialized marketing requests from the sales force. Collaborated with writers and designers to create marketing materials for financial advisors. Promoted to Senior Marketing Manager in July 2007.

Promoted to Proposal Unit Manager in January 2002. Responsible for sales reporting and sending out over 10,000 proposals a year. Managed a team of eight proposal specialists and a sales analyst. Worked with Information & Technology and Marketing Departments to develop Internet/Intranet applications for the Proposal Department.

Promoted to Senior Design Consultant in December 2000. Worked with Compliance Department to update proprietary software that designs New Comparability and Age Neutral profit sharing plans to be compliant with regulatory changes. Provided training and field sales support on retirement plan design and using Transamerica proprietary software.

Teamed up with Retirement Services Consultants to market retirement plans to financial advisors. Created individually designed retirement plans to fit the needs of small- to medium-sized businesses.

Prospected and qualified new producers to sell SunAmerica variable annuity products. Developed selling relationships with financial advisors by providing sales support and marketing ideas. Worked with two Regional Marketing Vice Presidents to increase sales in their territories. Assisted Regional Marketing Vice President reach sales goal of $100 million for fiscal year 1999.

Consulted with clients to determine suitability of investments according to their risk tolerance and financial objectives. Advised clients on IRS tax laws regarding distribution from their retirement plans and other investments. Recognized for expertise in retirement and investor relation skills and selected to serve as knowledge expert on 401(k) plans to Fortune 100 clients. Chosen to manage the account of one of our largest institutional relationships with over $3.5 billion in assets… Show more Consulted with clients to determine suitability of investments according to their risk tolerance and financial objectives. Advised clients on IRS tax laws regarding distribution from their retirement plans and other investments. Recognized for expertise in retirement and investor relation skills and selected to serve as knowledge expert on 401(k) plans to Fortune 100 clients. Chosen to manage the account of one of our largest institutional relationships with over $3.5 billion in assets. Supported institutional clients who use electronic trading. Show less