Karl Denney

Experience

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  AIG

  Aug 2004 - Apr 2009

  Inbound Phone Sales Representative for AIG's emerging Homeowners Insurance Market Processed all New Business Applications for AIG auto insurance throughout all States Nationwide.

  • Cross Sell Agency Supervisor at 21st Century Insurance

    Apr 2007 - Apr 2009

  • Homeowners Sales Consultant

    Feb 2005 - May 2007

  • New Business Representative

    Aug 2004 - Feb 2005
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  PEAK Technologies, Inc.

  Aug 2009 - Jul 2010

  Sales Consultant

  Worked in an inside sales position for a bar-coding supplier to provide complete solutions for the territories of PA, CT, RI, NH, VT, WV, and ME. Handled close to 1,000 accounts, both existing and new. This consisted of making in bound and outbound calls to customer's and working closely with major vendors such as Motorola, Intermec, DNP, Zebra, Lexmark, LXE, Datamax-Oneill, to provide timely shipment of both stock and custom-made products. This also involved working closely with the internal departments of finance, procurement, collections, customer service, professional services/IT, and sales management on an SAP operating system platform. Show less

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  Office Logic Inc.

  Sept 2010 - Aug 2011

  Sales Consultant

  Worked in a consultative outside sales position for existing and new clients in the Document Management Industry. This involved working in a business to business relationship creating professional relationships with both existing and new clients via face to face cold calls, emails and telephone calls. I covered the downtown Charleston, SC and North Charleston territories working with business owners to create more efficient and cost effective document workflow throughout their offices. The primary equipment manufacturers we supplied were Kyocera, and we were also partnered with HP. Show less

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  New York Life Insurance Company

  Aug 2011 - Mar 2012

  Agent

  I proudly worked with one of the country's largest, oldest and most financially stable mutual companies: New York Life. I ran my practice by protecting individuals and their families and businesses through asset preservation and tax mitigation strategies.

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  The Assurance Group

  Mar 2012 - May 2013

  Independent Broker

  In this position I served my clients as a holistic planner for all of their retirement and insurance needs. Working across the entire state of South Carolina to provide the best carriers and products for each families and individuals needs.

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  Parkway Financial Group

  May 2013 - now

  Financial Representative

  I work as an independent financial services broker under Parkway Financial Group. The primary carrier I represent under Parkway is one of the oldest, strongest, and financially stable mutual companies within the industry, The Guardian. I help families and business owners protect and grow wealth using an uncommon and unique philosophical approach by utilizing the Living Balance Sheet in my planning.

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  Consolidated Planning, Inc.

  Mar 2015 - now

  Financial Representative

  During my time within the financial services industry, I have assisted over a hundred clients with varying backgrounds of age, education and incomes. Some of these clients have been individuals, families, and business owners. I have helped a wide age range of people whether right out of college, starting a new family, planning for retirement, or navigating through retirement, I have been successful in planning and protecting what is most important to them. With Consolidated Planning, I take a philosophical stance abiding by three primary financial principles: protect first, protect fully, and protect for a lifetime. Show less