Alan Callahan
Regional Sales Vice President, Mid-Atlantic Region at Ohio National Financial Services- Claim this Profile
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Topline Score
Bio
Credentials
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Series 7, 24, 66 Life and Health, LTC
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Experience
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Ohio National Financial Services
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United States
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Financial Services
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400 - 500 Employee
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Regional Sales Vice President, Mid-Atlantic Region
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Jan 2021 - Present
My focus is to continue to improve upon being the trusted, valued carrier that a financial professional would go to every time for the life and disability income insurance and annuity needs of their clients. Through our relationships with our distribution partners, we strive to bring ideas, training, strategic introductions, competitive product, industry leading compensation, and overall support that will enable them to be as successful as they want to be.
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Regional Sales Director
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Oct 2014 - Jan 2021
I worked with independent insurance professionals in North Carolina to help them find more clients and drive revenue by connecting them to products, concepts, tools and people. If you are an insurance professional and work in the small business, affluent or emerging affluent markets, I'd like to meet so we can explore ways to partner together to see how Ohio National can complement your practice. Whether you are looking for an individual Personal Producing General Agent (PPGA) or a Builder General Agent opportunity, Ohio National has the contract to fit your needs.Ohio National is delivering more ... Industry-leading Products• Low-cost term leader• Five whole life products• Low expense indexed universal life• Current assumption universal life• Competitive suite of disability income insurance products• Fixed index annuities• Full-service broker/dealer Strong Contracts and Support• Liberal vesting (immediate for PPGA contracts)• Opportunity to share in mortality profits• SuccessTrac onboarding program• Direct access to underwriters• Advanced sales supportWhen I am not working on life and disability income insurance business I can be found having a good time with friends, family and neighbors, strumming my guitar, having sing-alongs and cookouts, riding a bike, playing with my young son and the other kids in the neighborhood, laughing with my wife of 17 years, and any other joy I can find. Show less
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Charles Aris Executive Search
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United States
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Staffing and Recruiting
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1 - 100 Employee
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Practice Leader
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Aug 2013 - Oct 2014
Charles Aris Inc. is an international executive search firm based in Greensboro, North Carolina. The company delivers qualified, available and interested candidates to meet your company’s recruiting needs. I specialized in the Insurance/Financial Services Industry and was ideally positioned to find your next leader or help you take the next step in your career. Charles Aris Inc. is an international executive search firm based in Greensboro, North Carolina. The company delivers qualified, available and interested candidates to meet your company’s recruiting needs. I specialized in the Insurance/Financial Services Industry and was ideally positioned to find your next leader or help you take the next step in your career.
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MassMutual
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United States
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Financial Services
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700 & Above Employee
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Unit Sales Manager
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Jul 2010 - Aug 2013
My daily mission was to match talented people with an opportunity to build a successful business of helping clients reach their financial goals. This career presented challenges that were unique and potential rewards that were unlimited. As an advisor to my clients, I offered an analysis of their current financial situation, helped them identify goals and objectives, and presented strategies to achieve them. My daily mission was to match talented people with an opportunity to build a successful business of helping clients reach their financial goals. This career presented challenges that were unique and potential rewards that were unlimited. As an advisor to my clients, I offered an analysis of their current financial situation, helped them identify goals and objectives, and presented strategies to achieve them.
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AXA Advisors, LLC
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United States
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Financial Services
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700 & Above Employee
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Financial Consultant
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Oct 2003 - Jul 2010
I helped my clients build, preserve, and protect wealth. My main focus was to make clients comfortable with their retirement income planning as well as educate them on the benefits of the different kinds of life insurance. I helped my clients build, preserve, and protect wealth. My main focus was to make clients comfortable with their retirement income planning as well as educate them on the benefits of the different kinds of life insurance.
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Sales Representative
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Nov 2001 - Oct 2003
I called on Lowes Home Improvement stores to maintain product line integrity for plumbing manufacturers. I called on Lowes Home Improvement stores to maintain product line integrity for plumbing manufacturers.
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Education
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1988 - 1992
University of North Carolina at Wilmington
Bachelor, Marketing -
Sanderson High School
Community
