Wayne Dalton Email & Phone Number

Richmond, Va, Us

Richmond, Va, Us

Greater Richmond Region

Drove third-party financial planning penetration to retain and grow advisors and client assets under management• Produced Financial Planning Dashboard, integrating third-party financial planning information with LPL Financial data, allowing 3,000 financial advisors to more easily review financial planning opportunities across 150,000 households• Developed 3-year roadmap for future Financial Planning Dashboard improvements to include additional external data and internal metrics, allowing home office personnel to better assess advisor performance• Sourced and onboarded financial calculator vendor to drive client and advisor engagement, creating over 1,000 new monthly advisor and client interactions, as tracked by Adobe Analytics

Greater Richmond Region

Guided pharmacy financial product offerings, including guarantees, discounts and rebates• Directed the development and launch of new pharmacy performance guarantee products and enhancements of existing pharmacy financial offerings, ensuring over 200 of Cigna’s corporate customers delivered more affordable healthcare coverage to employees• Spearheaded final product design, market positioning, internal/external communications strategy and overall customer/client experience of approximately 10 product modifications

Greater Richmond Region

Enhanced value proposition of insurance offerings, focusing on delivering additional data and products• Defined, planned and led 20 technical projects, including the integration of life and health rate and product filing data for US insurers and New York Supplement Filings• Directed global insurance Go-to-Market initiatives for 3 personas (competitive intelligence, underwriting and actuarial) through the use of case studies, ROI analysis, market sizing, sales strategy, and KPI targets• Grew client adoption and product usage through partnership with internal and client facing teams, attending 25 on-site client visits annually, leading to increased revenue, market penetration and client retention

Greater Chicago Area

Comprehensive engagement to review warranty insurance program structure for a consumer product company• Mapped competitive warranty landscape for 5 major competitors and reviewed existing warranty offering insurance structure, developing detailed cost benefit analysis outlining three possible courses of action• Formulated 4 courses of action to select best option and presented recommendation to Senior Leadership outlining the business case for utilizing a rental captive insurer• Authored business plan to company business unit outlining the timeline and steps required for establishing a rental captive arrangement, resulting in a 10% increase in revenue with minimal incremental risk

Greater Richmond Region

Advised Senior Leadership in establishing strategic intentions, business strategies and functional deployment plans• Drove completion of 2 annual U.S. Life Insurance Division operating plans• Coordinated development of 5-year strategic plan, balancing product offering and distribution options with existing capabilities and available capital• Prepared 15 internal and external presentations on long term care insurance for legislators, regulators, and consumers on LTC insurance need, desired regulatory reforms and necessity of in-force rate actions

Greater Charlottesville Area

Accelerated quality and timeliness of S&P Global Market Intelligence’s insurance data, increased international support standards, and boosted client retention and acquisition• Identified significant data errors and articulated client desire for additional data, and improved client retention through personal handling of 6 complex cases related to S&P Global Market Intelligence’s reinsurance data• Guided support team’s understanding of statutory insurance data through over 50 training sessions and publication of life insurance industry primer, focusing on key financial statements, industry products and respective contribution to revenues• Supervised modeling team's production of over 30 templates for insurance industry data• Aided client acquisition as S&P Global Market Intelligence’s life insurance expert, with a handful of press quotations, publication of hundreds of data-driven news articles, and delivery of quarterly client webinars

Mba, Finance

Bba, Business Administration