Dylan Sharpe

Dylan Sharpe Email and Phone Number

Annuity Nerd @ LFS - Labyrinth Financial Services
vancouver, washington, united states
Dylan Sharpe's Location
Portland, Oregon, United States, United States
Dylan Sharpe's Contact Details
About Dylan Sharpe

I am a holistic and carrier agnostic annuity specialist with a proven track record of helping financial professionals incorporate annuity solutions into their practice

Dylan Sharpe's Current Company Details
LFS - Labyrinth Financial Services

Lfs - Labyrinth Financial Services

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Annuity Nerd
vancouver, washington, united states
Employees:
6
Dylan Sharpe Work Experience Details
  • Lfs - Labyrinth Financial Services
    Vice President Of Business Development
    Lfs - Labyrinth Financial Services Sep 2024 - Present
    Vancouver, Washington, United States
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  • D.A. Davidson Companies
    Annuity Program & Solution Specialist
    D.A. Davidson Companies Oct 2021 - Jun 2024
    Portland, Oregon, United States
    Responsible for growing annuity sales firm wide. Set new sales records in 2023 and 2024(9 months through fiscal year). Winner of multiple service excellence awards over the last 3 years.
    View
  • D.A. Davidson Companies
    Annuity Support Specialist
    D.A. Davidson Companies Aug 2020 - Sep 2021
    Portland, Oregon, United States
    I am responsible for educating our financial professionals on how to review and incorporate annuity solutions in client portfolios. In my first fiscal year, I increased transactions by 45%, premium received by 48% and our revenue increased by 15%.
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  • Protective Life
    Senior Internal Wholesaler
    Protective Life Feb 2016 - Aug 2020
    San Francisco Bay Area
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  • Aig
    Financial Services Associate Level 3
    Aig Apr 2013 - Feb 2016
    Woodland Hills Ca
    View
  • David White & Associates
    Financial Professional
    David White & Associates May 2012 - Jan 2013
    San Ramon

Dylan Sharpe Skills

Data Entry Microsoft Excel Finance Coaching Powerpoint Customer Service Word Excel Filemaker Pro Program Management Problem Solving Quality Assurance Variable Annuities Retirement Planning Outlook Microsoft Word New Business Development Management Microsoft Office Social Media Public Speaking Sales Marketing Social Networking Event Planning Leadership Business Development Microsoft Outlook Microsoft Powerpoint

Dylan Sharpe Education Details

Frequently Asked Questions about Dylan Sharpe

What company does Dylan Sharpe work for?

Dylan Sharpe works for Lfs - Labyrinth Financial Services

What is Dylan Sharpe's role at the current company?

Dylan Sharpe's current role is Annuity Nerd.

What is Dylan Sharpe's email address?

Dylan Sharpe's email address is dy****@****ail.com

What is Dylan Sharpe's direct phone number?

Dylan Sharpe's direct phone number is +192528*****

What schools did Dylan Sharpe attend?

Dylan Sharpe attended University Of Oregon, Campolindo High School.

What are some of Dylan Sharpe's interests?

Dylan Sharpe has interest in Investments, Management, Annuities, Insurance.

What skills is Dylan Sharpe known for?

Dylan Sharpe has skills like Data Entry, Microsoft Excel, Finance, Coaching, Powerpoint, Customer Service, Word, Excel, Filemaker Pro, Program Management, Problem Solving, Quality Assurance.

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