Summary
Overview
Work History
Education
Skills
Certification
Timeline
Generic

Brandon Keeley

Minneapolis

Summary

Overall I really have enjoyed my time at Allianz and was able to try a few different things.

1.3 in the simplicity POD, dialing out on MIAs and helping Sarah with anything she needed

RGO Sprint for 3 months helping dial out for RGO and activate producers (#1 in dials on the desk during that time)

Level II in Magellan, started 5/1/2023. Working through the Newly Contracted Process and working with Advisors 0-2Million. Nolan Stokes and Galen Bargerstock were contracted in February, already at 6M in submit YTD. Jacob Serfas at 1.8M YTD. Grew 21 advisors in 2023 from Grow to Retain. Running webinars with product enhancements and backing the book when Colton was out. Learned Colton and Tasha's process on making sure we are in standards with our infiltration report and helped book and uncover opportunities for Tasha while she was on the road. Was able to visit Great Waters Financial to talk on our new accumulation products and see what in-person visits look like. Magellan was well above plan all of last year and was the 2nd FMO in submit in April 2024 only behind the Revolution. We are currently sitting at 131% to plan.

Overview

2
2
years of professional experience
1
1
Certification

Work History

Financial Representative

Northwestern Mutual
10.2020 - 06.2022
  • Top 100 Intern in US in 2021 Attended Conference in Austin Texas with the other top interns, learned from some of the biggest producers in the industry - sold 19 policies to clients (Whole Life Insurance / Disability Insurance)

• Analyze financial information obtained from clients to determine strategies, products and services to help clients meet their financial objectives.
• Create and propose a Personal Planning Analysis (PPA/Px), which delivers comprehensive planning for the personal needs and goals of clients and prospects.
• Provide information and education to clients about the purpose and details of financial products, services and strategies.
• Build and maintain client database (CRM), keep client financial plans up-to-date and acquire new clients on an ongoing basis.
• Contact clients periodically to determine if there have been changes in their financial status that may impact existing financial plans.
• Attend weekly development meetings with various members of leadership to focus on personal and professional development.
• Initiate joint work with senior advisors to learn about Northwestern Mutual’s products/services and enhance professional skills.
• Receive weekly business coaching regarding activity to find areas of opportunity or improvement.

Education

Bachelor of Arts - Marketing And Sales , Football Team

University of Wisconsin Eau Claire
Eau Claire
06.2022

Skills

  • Leadership - mentored Adam Parsells and backup mentor to a handful of new hires, participated in AES and spirit of giving committee
  • Coachable - Coming from a sports background, I take criticism well, I feel like that is the only way to get better and improve
  • Financial Interest - Coming from the financial industry I knew I wanted to stay in this field I love staying up to date with industry trends, checking markets throughout the day, and feel very comfortable bringing up current market trends on the phone with advisors

Certification

MN Life and Health

SIE

Series 6

Series 63

Timeline

Financial Representative

Northwestern Mutual
10.2020 - 06.2022

Bachelor of Arts - Marketing And Sales , Football Team

University of Wisconsin Eau Claire

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Brandon Keeley