Lori Daniel Email & Phone Number

Reno, Nevada Area

With over 18 years in the insurance/financial industries, I utilize my vast experience to assist business owners, and individual clients leverage their assets. In this corporation, I manage $60 million assets under management. As I recognize that each client is different and has unique financial needs and risk tolerance, I seek solutions that are best for them. I educate and advise business owners and individuals about financial planning, tax shelters, retirement plans, enrollment meetings… Show more With over 18 years in the insurance/financial industries, I utilize my vast experience to assist business owners, and individual clients leverage their assets. In this corporation, I manage $60 million assets under management. As I recognize that each client is different and has unique financial needs and risk tolerance, I seek solutions that are best for them. I educate and advise business owners and individuals about financial planning, tax shelters, retirement plans, enrollment meetings, 401K set-ups, life insurance, profit-sharing plans, and defined benefit plans.- Increase enrollments in group retirement plans (401K and 403b) for large and small organizations.- Facilitate and present at education workshops and seminars for trustees on some of the best services available, allowing them to make better informed financial decisions.- Conduct an annual review of financial plans where I provide clients with detailed analysis and recommendations.- In charge of new business development initiatives. Recently, I received certification for exit planning strategies for businesses.- Conduct annual shareholder meetings and open enrollment meetings for clients to educate their employees on all the offerings we provide. Show less

Reno, Nevada Area

Agent licensed to sell insurance through New York Life Insurance Company.

Reno, Nevada Area

B2B : helping business owners in Northern Nevada navigate through the ever changing Federal and State mandates/regulations and providing affordable tools and resources to increase productivity in the workplace.Specializing in payroll processing, retirement services, insurance, and a fully outsourced human resource services.

Managed a team of inside sales reps (inbound and outbound call activity) in a busy call center environment. Sold financial software and payroll services to accounting professionals and small business owners nationwide. - Responsible for continued employee coaching and employee development to achieve sales goals.- Conducted employee training and performance management. - Consistently created highest performing teams 5 years consecutively with most sales revenue.

Westlake Village And Newbury Park, Ca

Managed Membership and Underwriting Department, team of 80+ employees, in the Small Business Division.