Brian Heinzen

Experience

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  Prudential Financial

  Feb 1997 - Apr 2010

  During my tenure at Prudential, I directed a specialized team that supported nonqualified benefit funds and created proposals for multimillion-dollar insurance premiums. I guided the team through the full life cycle of insurance policies, from creating and pricing initial proposals through coordinating policy servicing with the brokers. I also collaborated with the design team to create an insurance illustration system that contained the essential modeling, testing, and reporting abilities.Successes include repeat acknowledgements and awards for exceptional client service, generating billions through modeling and negotiating customized pricing scenarios, and creating life insurance products. Show less

  • Manager, Relationship Management – PruBenefit Funding

    Feb 2005 - Apr 2010

  • Senior Case Manager

    May 1998 - Feb 2005

  • Calculations Specialist

    Feb 1997 - May 1998
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  AIG

  Apr 2010 - Jan 2015

  Sales Support Consultant | Financial Modeling

  As a Sales Support Consultant at AIG, I assisted high level corporate and bank owned life insurance brokers, collaborated with cross-functional teams, and developed in-depth pricing models.Accomplishments include directly assisting the software company in the creation of customized insurance illustration software as well as developing, testing, pricing, and marketing an innovative financial product.

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  Edward Jones

  May 2015 - Jan 2016

  Financial Advisor

  As an Edward Jones Financial Advisor, I built a customized investment strategy and educated clients on financial planning. I modeled various financial plans to clients based on risk, continually monitored investments, and ultimately enrolled nearly $1 million in assets in less than three months through strong relationship development.

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  Farm Bureau Financial Services

  Oct 2016 - Apr 2017

  Insurance Agent

  As an insurance agent I thrived on connecting with existing and potential clients to provide individualized insurance solutions. I thoroughly evaluated each customer’s needs, explained all available options, developed pricing models, and assisted clients in selecting appropriate plans.

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  Colonial Life

  Aug 2017 - May 2020

  Account Executive

  As an Account Executive, I assist clients in choosing a voluntary benefit plan. I analyze client requirements, prepare pricing demonstrations, and determine if additional products or services are required. Additionally, I develop requests for proposals and identify and remedy employer enrollment challenges. I have achieved a 100% renewal rate for all existing clients by building strong relationships and conducting thorough needs assessments.

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  ActiFi

  May 2020 - now

  Customer Success Manager