Daniel J. Perrin

Senior Vice President, Division Sales Manager -Broker/Dealer Channel at Athene
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Contact Information
us****@****om
(386) 825-5501
Location
Cincinnati Metropolitan Area

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Credentials

  • Certified Trainer, Counselor Salesperson and Presentation Skills
    Wilson Learning
    Jan, 2009
    - Nov, 2024
  • CSSCS (Certified in Social Security Claiming Strategies)
    The Corporation for Social Security Claiming Strategies
  • Series 26
    FINRA
  • Series 6
    FINRA
  • Series 63
    FINRA

Experience

  • Athene
    • United States
    • Financial Services
    • 700 & Above Employee
    • Senior Vice President, Division Sales Manager -Broker/Dealer Channel
      • Jan 2023 - Present

      Lead team responsible for Athene Annuity sales in the Independent Broker Dealer Channel. Communicate strategic vision and ensure Athene products are accurately positioned in the marketplace. Focus time and attention on providing leadership and management to sales teams and driving strategies for growth and profitability.Primary responsibilities include:• delivering significant sales growth• providing extraordinary customer service • developing and maintaining relationships with industry professionals Show less

    • Vice President, Division Sales Manager – IBD Channel
      • Sep 2019 - Jan 2023

      Lead team responsible for Athene Annuity sales in the Independent Broker Dealer Channel. Communicate strategic vision and ensure Athene products are accurately positioned in the marketplace. Focus time and attention on providing leadership and management to sales teams and driving strategies for growth and profitability.Primary responsibilities include:• delivering significant sales growth• providing extraordinary customer service • developing and maintaining relationships with industry professionals Show less

    • Regional Vice President
      • Jul 2016 - Aug 2019

      Responsible for Independent Broker/Dealer sales for the Northern United States. Partnered with financial professionals to construct effective, risk mitigating retirement plans that help clients retire with confidence.

  • Protective Life
    • United States
    • Insurance
    • 700 & Above Employee
    • Vice President, National Sales Manager
      • Oct 2012 - Jul 2016

      Oversaw all life insurance sales in Broker/Dealer channel. Led sales team that provided advanced planning to the wealthiest clients in the United States. Specialized in business and estate planning, non-qualified retirement plans and wealth transfer strategies.

    • Divisional Sales Manager, Second Vice President
      • Feb 2011 - Nov 2012

      Managed life insurance sales in Wirehouse, Brokerage General Agent and Personal Producing General Agency channels across a 19-state region. Led sales team that provided advanced planning to the wealthiest clients in the United States. Specialized in business and estate planning, non-qualified retirement plans and wealth transfer strategies.

    • Second Vice President, Sales Training and Development
      • Mar 2009 - Feb 2011

      Led sales team strategies and techniques. Developed marketing material and business planning for field and sales management. Featured speaker at industry meetings on the topic of efficient wealth transfer.

  • Aviva
    • United Kingdom
    • Financial Services
    • 700 & Above Employee
    • Sales Director
      • Jul 2008 - Mar 2009

      Developed relationships with Insurance Marketing Organization/Personal Producing General Agency/Brokerage General Agents to market and sell life insurance products across the region. Collaborated with financial professionals to implement income planning strategies as well as estate and business planning solutions. Developed relationships with Insurance Marketing Organization/Personal Producing General Agency/Brokerage General Agents to market and sell life insurance products across the region. Collaborated with financial professionals to implement income planning strategies as well as estate and business planning solutions.

  • The Hartford
    • United States
    • Financial Services
    • 700 & Above Employee
    • District Manager, Account Executive
      • Nov 2006 - Jun 2008

      Drove collaboration with financial planners to advise high net worth clients in estate and business planning solutions.

    • Regional Sales Consultant
      • Sep 2004 - Nov 2006

      Collaborated with Executive Management, Channel Managers, Regional Vice Presidents and partner financial institutions to plan and successfully implement marketing and sales strategies.

    • Regional Marketing Specialist
      • Jan 2002 - Sep 2004

      Directed regional sales and marketing campaigns in Ohio, Pennsylvania and Michigan.

Education

  • The University of Akron
    Bachelor of Arts - BA, Mathematics
  • University of Cincinnati
    Mathematics

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