David Brown

Helping Small Business Owners, Working Professionals & Retirees Protect What They’ve Built | Business Protection, Annuities, Medicare, Retirement Planning

Jupiter, Florida, United States3.9k followers

Owen Insurance Group

ex-Strategies for Wealth

ex-New York Life Insurance Company

Most people don't think about insurance until something forces them to. A diagnosis.
More
A birthday that puts Medicare on the table. A business partner who says "what happens if one of us can't work?" By then, the best options have already narrowed. I help people get ahead of those moments. I'm a Licensed Insurance Agent, Retirement Specialist, and Registered Financial Planner with Owen Insurance Group - a national independent marketing organization with 500+ advisors licensed across 40+ states. That independence means I work with dozens of carriers rather than just a single company's shelf, so the recommendation always fits the client, not the other way around. I work with four types of clients: For individuals approaching or in retirement, I focus on: - Medicare Supplement plans that fill the gaps Original Medicare leaves open - Fixed and indexed annuities for guaranteed retirement income - Protection strategies that keep a health event from wiping out a lifetime of savings For working professionals still building toward retirement, I focus on: - Evaluating where you stand today against where you need to be - Building a savings and protection strategy that fits your timeline and income - Identifying gaps early - before they become expensive problems - Creating a realistic path to retirement income you can count on For small business owners, I focus on: - Key person insurance to protect the business if a critical player goes down - Buy-sell agreement funding so ownership transitions don't become crises - Executive benefit and deferred compensation strategies to retain top talent - Business continuity planning that actually holds up under pressure What I bring to this work is different from most agents. I spent 25 years in executive leadership, business development, and revenue strategy before entering financial services full-time. I've sat in the chair my business-owner clients sit in. I've built teams, managed payroll, navigated partner disputes, and lived the risks that keep owners up at night. That experience shapes how I approach protection planning - not as a product pitch, but as a business conversation. If you're approaching Medicare eligibility, thinking about retirement income, still building toward retirement and want to make sure you're on the right path, or running a business without a protection plan in place, I'd welcome a conversation. com com (561) 719-0507

LinkedIn Browse people

Claim profile

Career Timeline

JobSchool

GTM Index

OWEN INSURANCE GROUPJOB
1. Licensed Insurance Agent -…
  3M
SALES PERFORMANCE PARTNERSJOB
1. Fractional CRO & VP of Sales
  3Y 9M
NOVERANTJOB
1. Dir - Channel Management;…
  3Y 8M
2. Dir – Channel Management
  1Y 3M
STRATEGIES FOR WEALTHJOB
1. Licensed Insurance Agent &…
  6M
NEW YORK LIFE INSURANCE COMPANYJOB
1. Licensed Insurance Agent
  8M
PROCTOR GALLAGHER INSTITUTEJOB
1. Executive Dir
  1Y 7M
CLEARCOMPANY TALENT MANAGEMENT SOFTWAREJOB
1. Senior Channel Sales Mgr -…
  10M
2. BD Mgr - Channels & Allian…
  2Y 2M
ONESOURCE VIRTUALJOB
1. Enterprise Account Executive
  1Y 4M
ADPJOB
1. Global Enterprise Corporat…
  3Y 5M
2. Major Accounts Regional Sa…
  3Y 2M

Job: Owen Insurance Group — Licensed Insurance Agent - Retirement Specialist - Registered Financial Planner · 2026-07 – present · 1 mo — I work with retirees, pre-retirees, working professionals, and small business owners to build protection and income strategies that hold up when life doesn't go as planned. My focus areas are Medicare Supplement, fixed and indexed annuities, retirement income planning, and business protection - key person coverage, buy-sell funding, and executive benefit strategies. Owen Insurance Group is a national IMO with 500+ advisors licensed across 40+ states, giving me access to products from dozens of carriers rather than just a single company's shelf. That independence means the recommendation fits the client, not the other way around. What I bring to this work is 25 years of executive business…
Job: Sales Performance Partners — Fractional CRO & VP of Sales | GTM Consultant · 2023-01 – present · 3y 7mo — You set the revenue number. I build the machine that hits it. Sales Performance Partners gives small and mid-size companies senior sales leadership without the cost of a full-time executive hire. Think of it the way you use a CPA or attorney: fractional access to expertise you need, at predictable cost. I work with growth-stage companies that have hit a plateau their current setup can't break. In most cases the problem isn't effort. It's the absence of a system: no defined sales process, no channel strategy, no pipeline discipline, no reliable forecast. What I do: → Fractional Sales Leadership: I step in as a part-time CRO, VP of Sales or Sales Manager, owning strategy, process, and team…
Job: Noverant — Director - Channel Management; Strategic Advisor · 2023-02 – present · 3y 6mo — Transitioned to a Strategic Advisor role and continue to provide guidance and expertise on channel scaling and management.
Job: Noverant — Director – Channel Management · 2021-11 – 2023-02 · 1y 3mo — Recruited to stand-up and manage the ADP Marketplace Partner channel while identifying and building out ancillary channels and owning all Commercial B2B and Channel Sales & Marketing efforts. • Served as internal SME on all B2B processes and strategies, collaborating closely with team leaders to align sales messaging and activities with enterprise goals. • Enabled smooth scaling by expanding and refining workflows to support channel growth. • Cultivated relationships with content providers to capture new revenue by meeting emerging market demands. Select Achievements • Established full range of channel strategies, partnerships, and processes; leveraged prior experience to forge relationsh…
Job: Strategies for Wealth — Licensed Insurance Agent & Registered Financial Representative · 2026-01 – 2026-07 · 6 mo — Served individuals, families, and small business owners with life insurance, annuity, disability, and long-term care solutions as part of a Guardian Life Insurance Company of America agency - one of the nation's largest and highest-rated mutual insurers. Developed comprehensive protection plans including key person coverage, buy-sell agreement funding, and retirement income strategies.
Job: New York Life Insurance Company — Licensed Insurance Agent · 2025-04 – 2025-12 · 8 mo — Life insurance and annuity planning for individuals and families through New York Life, a Fortune 100 mutual insurer with the highest possible financial strength ratings from all four major rating agencies.
Job: Proctor Gallagher Institute — Executive Director · 2023-02 – 2024-09 · 1y 7mo — • Stabilized and reshaped organizational culture and vision while recalibrating processes for scaling to position organization for next stage of evolution within dynamic market. • Partnered with CEO to form and execute enterprise strategy with high-level oversight of employees across Sales, SDRs/ADRs, Client Coaching, Program Support, Channels, Marketing, Customer Service, and Operations. • Led and coached department heads and team leaders to nurture culture of excellence, role ownership, and talent development; set and communicated performance measurement frameworks and professional development programs. • Propelled sales success through enhancement of marketing frameworks and processes, i…
Job: ClearCompany Talent Management Software — Senior Channel Sales Manager - PEO Channel · 2021-01 – 2021-11 · 10 mo — I was promoted to develop, stand-up, and scale a new channel focused on Professional Employer Organizations (PEO) partnerships nationwide. • Conducted research to pinpoint and engage key market leaders. • Built on foundation of cultivated PEO relationships to drive channel’s strategic development and portfolio expansion. Select Achievement • Acquired major account with industry-leading company, positioning ClearCompany for breakthrough into key markets; led development and delivery of bespoke service packages with customized pricing.
Job: OneSource Virtual — Enterprise Account Executive · 2017-03 – 2018-07 · 1y 4mo — In this role, I oversaw the acquisition and cultivation of net-new business across Southeast/Gulf Region. • Orchestrated delivery of seamless third-party implementation services for Workday platforms, tools, and solutions. • Identified and engaged key decision-makers within high-value prospective accounts to present service options, as well as outline contract terms and required resources/costs. • Collaborated with three Workday sales teams totaling 15 Account Executives to maintain cohesive sales life cycles and customer journeys from initial engagement to system implementation. Select Achievement • Achieved 75% deal attachment and 80% closing rate. Received Top Market Mover Award in 201…
Job: ADP — Global Enterprise Corporate Sales Manager - Benefits Channel · 2013-09 – 2017-02 · 3y 5mo — I managed complex Enterprise accounts with 6 to 12-month sales lifecycles covering Southeast & Mid-South region. • Delivered tailored enterprise solutions to companies with up to 10K employees; interfaced with executive stakeholders to identify critical business issues, internal alignment gaps, process inefficiencies, and organizational risk. • Maximized business opportunities with pure prospects and existing clients by providing meaningful insights into people resource management, organizational culture, and issue resolution. Select Achievements • Increased market share of comprehensive suite of benefit and ACA compliance services, within context of full suite of Human Capital Management…
Job: ADP — Major Accounts Regional Sales Manager · 2010-05 – 2013-07 · 3y 2mo — In this role, I transformed and led a previously underperforming team to achieve plan, and successfully led 3 salespeople to President's Club performances.
Job: ClearCompany Talent Management Software — Business Development Manager - Channels & Alliances (ADP) · 2019-01 – 2021-03 · 2y 2mo
School: Roosevelt University — BS, Business Administration & Management
School: John Hersey High School

Skills

MakeInsurance IndustryPermanent Life InsuranceInsurance PlanningBusiness Continuity PlanningAnnuitiesDisability InsuranceMedicare SupplementsWhole Life InsuranceLong-term CareFinancial PlanningBuy-SellTerm Life InsuranceUniversal Life InsuranceRetirement Income StrategiesGroup InsuranceBusiness ContinuityLong Term Care InsuranceLife & Health LicensesSmall Business Retirement PlanningIrrevocable Life Insurance Trusts

Playbooks

No playbooks indexed for this profile yet.

David Brown

Skills

Playbooks

More GTM Engineers