Connor Haggerty

Experience

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  New York Life Insurance Company

  Dec 2019 - Apr 2020

  Licensed Agent

  • Part of a team of roughly 20 insurance agents reporting directly to the Senior Partner• Sourced leads through business drop-ins, networking events, charity events and natural market• Tracked what stage prospects were in utilizing Salesforce CRM

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  Consolidated Planning, Inc.

  Apr 2020 - Nov 2021

  Protégé Financial Representative

  • Worked as part of a four person team that reported to the Director of Advanced Planning who specialized in business exit planning strategies, key employee retention strategies, and structured tax-favored retirement accounts for business owners• Targeted leads via networking events, social media, cold calling, referrals and natural market with focus in “gray collar” industry• Guided prospects/clients through “The Living Balance Sheet”, our proprietary and comprehensive wealth organizational tool• Met with prospects to review financial data consisting of: current income, retirement accounts, investment accounts, savings, personal property, liabilities (debt), existing insurance, monthly cash flow, and goals/concerns• Communicated with our internal planning group to recommend optimal financial planning strategies for prospects Show less