Richard Cockerill

Experience

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  PLANCO Financial Services

  Jan 1993 - Jan 2005

  Regional Marketing Director

  Responsible for all areas of business activity including marketing, planning, scheduling and budgeting in the bank channel in Minnesota and Wisconsin.Promoted the sale of fixed and variable annuities, mutual funds, single premium variable life insurance, 529 plans and SIMPLE, SEP and 401(k) retirement plans.Consistently ranked in top 10% of sales in company. Five time Top 5 wholesaler within organization. PLANCO V.I.P. Awards recipient nine consecutive years.

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  Lincoln Financial Distributors, Inc

  Jan 2005 - Jan 2012

  Regional Marketing Director

  Responsible for sales and business development of the American Legacy, Choice Plus and New Directions annuity products in Minnesota and Wisconsin bank channel.Consistent top 10 bank channel wholesaler. Grew annual variable annuity sales to $85 million in startup territory.Recognized team leader by senior management. Active coach in 2009 LFD initiated Player/Coach Mentor Program.

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  Prudential Financial

  Feb 2012 - Nov 2017

  Regional Vice President

  Responsible for sales and development of multiple territories including 5-state bank region and the first bank/wire house region at Prudential. Success of bank/wire house activity led to new consolidated channel at Prudential.Perennial Summit Club qualifier.Leader in Prudential Defined Income product and presentation development. Recognized for product sales growth across all channels including bank/wire house, independent, agency and Project Viking areas.Member of Fixed Indexed Annuity development team tasked with the design of new Prudential FIA product, corresponding launch plan and marketing materials. Show less

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  National Life Group

  Nov 2017 - Nov 2019

  Director of Sales, Midwest

  Tasked with the development of new bank channel distribution across the Midwest, including aiding in the acquisition of new accounts, field wholesaling, marketing and point-of-sale initiatives.Aided in design of the e-application process for all bank channel-offered lines of insurance, creating a more streamlined process for both advisor and client.Ranked number 1 in bank channel sales in both 2018 and 2019. Took startup territory to annual run rate of $1.5 million in weighted net annual premiums. Show less

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  Delaware Life Insurance Company, A Group 1001 Company

  Dec 2019 - now

  Regional Sales Director

  Variable products issued through Delaware Life Insurance Company, and distributed by Clarendon Insurance Agency, Inc. (member FINRA). Both are affiliates located at 1601 Trapelo Road, Waltham, MA 02451 781-790-8600.2020010092