Dan Appel LUTCF
Phoenix Az 85022
Objective Obtain a position with Highly motivated individuals, utilizing my 23 years experience as a Relationship Builder, Phone Sales expert and Public Speaker.
Experience Property Casualty Licenses Held: Life/ Health, Series 6, 63 and 26 Licensed in 49 states.
2009 – Present Wells Fargo Mortgage/ Insurance Minneapolis, MN
Mortgage/ Life/ Auto and Home Sales
Sales/ Service of Mortgage customers
Sales/ Service of Life, Auto and Home insurance
Licensed in 48 states
2008 - 2009 First Founders Financial Rochester, MN
Variable Life/Annuity Sales
Sales and Service of Life/Annuity sales in the area.
Maintain customer base trough commitment to customer service.
2003 - 2008 Equity Leadership Group Rochester, MN
Mortgage/ Life Insurance Sales Manager
Developed Brand new Territory.
Created Largest Team 130 new Reps with Highest production in Company history $75 million in Mortgage production, $60 million VUL production.
Headed Advisory Council, steering Company decisions.
2001 - 2003 One Vision Financial La Crosse, WI
Regional Representative ( Selling Life Insurance/Annuities )
Increased regional sales from $25 Thousand to $1.5 million.
Company Leader in Equity Indexed production.
Company Recruitment Leader 70 new Reps.
1999 - 2001 Pacific Life Insurance Newport Beach, CA
Regional Vice President ( Relationship Builder )
Developed new territory.
Increased appointed reps from 60 to 250.
Received Company Pace Setter award for greatest increase in production.
1997-1999 Fortis Financial. Woodbury, MN
Internal Wholesaler ( Business to Business phone Sales )
Company leader in Territory production.
Developed new markets.
1987 – 1997
Financial Advisor/ Insurance Agent ( Direct Sales )
Multi-Financial Rochester, MN
1983 – 1986 United States Air Force Tyndall AFB FL
Jet Engine Mechanic
Education Rochester Community College 1981 – 1982
Mass Media Communication
News and Media
Elgin-Millville High School. Graduated 1980
Lettered in Football and Track
Student Council President
1987 Completed Life and Health License
1991 Completed Series 6 and 63
2004 Completed Series 26
2009 Completed Property casualty License
References Available upon request