Daniel Hart, CSSC, LUTCF

Experience

• 

  KeyBank

  May 2011 - Mar 2012

  Teller 2

  Assist new and existing clients of the bank with account transactions and uncover sales opportunitiesTraveled to over 25 branches for teller coverage from southeast to northeast regions in Maine

• 

  Liberty Life Assurance Company of Boston

  Mar 2012 - May 2018

  Performs a wide variety of duties providing product and sales information to sales representatives in a multi-channel distribution system. Works with and in support of outside wholesalers, supporting all products. Internal Wholesaler is responsible for developing and maintaining existing relationships in order to meet overall sales goals. Performs a wide variety of duties providing product and sales information to non-employee sales representatives in a multi-channel distribution system. Works with and in support of outside wholesalers, supporting all products. Internal Wholesaler is responsible for developing and maintaining existing relationships in order to meet overall sales goals. Review content of legal documents and applies legal and tax rules to determine accuracy. Apply concepts, principles and business protocols in conjunction with relevant federal and state-specific laws and tax rules (Internal Revenue Code) in the process of validating the accuracy of settlement documents. Provide recommendations for edits as necessary to comply with federal and state regulations. Responsible for the correct and timely payment of structured settlement annuities and the post-sale servicing of the annuities. Supporting role for Case Managers. Structured settlements

  • Sr. Internal Wholesaler

    Jan 2017 - May 2018

  • Internal Wholesaler

    Jan 2016 - Jan 2017

  • Case Manager, Structured Settlements

    Jan 2014 - Jan 2016

  • Support Specialist, Structured Settlements

    Oct 2012 - Jan 2014

  • Financial Operations Representative

    Mar 2012 - Oct 2012
• 

  Protective Life

  May 2018 - now

  Performs a wide variety of duties providing product and sales information to sales representatives in a multi-channel distribution system. Works with and in support of outside wholesalers, supporting all products. Internal Wholesaler is responsible for developing and maintaining existing relationships in order to meet overall sales goals.

  • Director, Internal Sales

    Sept 2021 - now

  • Sr. Internal Wholesaler

    May 2018 - Sept 2021