Daniel Giles

Background

About Daniel Giles

I have consistently earned awards for top performance, but the most gratifying part of my job is building long-term relationships and earning the appreciation of my customers and employers for delivering exceptional products and service while delivering profitability for the company. I'm a relationship-builder and valued business partner who works toward mutually beneficial outcomes. I strengthen relationships and gain customer loyalty by being consistent in the way I approach sales and service. • Ask the right questions and be an active listener to fully understand customer needs. • Collaborate to find common ground and points of consensus to move deals forward. • Be strategic in finding solutions that deliver value and benefits to the customer while ensuring profitability for the company. • Always follow through and do what I say I will do. Entrepreneurial – Resourceful - Willing to take the initiative. This is who I am. When I was 16, I started a parking lot striping business by pitching my services to an office across from where I parked at Valley High School. I knew the building owner worked out of that office. I introduced myself and told him I owned a striping business and wanted to stripe his parking lot. He loved the initiative and agreed. I didn't realize I needed specialized equipment, but that didn't deter me. I quickly scrambled to procure the right equipment and get the job done, turning this first "yes" into a successful summer business throughout high school and college. I enjoy being out and meeting new people, getting to know them, and figuring out how I can help. I'm unafraid to put myself out there. I love the feeling of achievement—securing a meeting, bringing on a new client, closing a sale, delivering value, and earning a "thank you"—positively moving the needle. This is my goal each and every day. Customer Acquisition & Retention Revenue & Profit Growth Consultative Sales Inside and Outside Sales Customer Education Leadership & Influence Business Development & Sales Client Relations Relationship Management Data Mining & Data Analysis Regulatory Requirements Financial Planning Financial Services Consulting Tax & Legacy Planning Social Security Planning Insurance & Annuities Asset Allocation & Wealth Management Recruiting, Training, Coaching Capital Preservation Agent, Advisor, Producer Support Practice Management /COMPLIANCE:2024-21/