Daniel Ligon

Experience

• 

  Northwestern Mutual

  May 2017 - May 2019

  - Created holistic, custom financial plans which saved clients thousands of dollars and provided tangible financial security with over $10,000,000 in insurance policies.- Generated and developed hundreds of client relationships increasing Northwestern Mutual’s profitability.- Ended the summer ranked 49th out of the 3,000+ interns nationwide and 1st in the DFW area.- Earned several licenses including Texas Group One insurance, Long Term Care, and Annuities; currently studying for the series 6, 7 and 63 securities licenses. Show less

  • College Unit Captain

    May 2018 - May 2019

  • Financial Representative

    May 2017 - May 2018
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  LigonGroup Consulting

  May 2019 - now

  Consulting Staff

  - Organized and analyzed sales records for clients, leading to a better understanding of market penetration.- Developed client marketing affinity groups for more effective client prospecting and service.- Managed client interface including weekly cohort meetings using detailed communication standards.- Created marketing materials and refined organizational messaging for clients.