Cfp® Ben Comer

Ben Comer, CFP®, is an experienced financial professional with a diverse work history. In their current role as the Insurance Product Leader at Lincoln Investment, they oversee the firm's traditional insurance business and has successfully increased annual GDC from under $2M to over $3M. Ben has also established partnerships with companies such as Covr Technologies and PolicyGenius to improve profitability. Ben creates and presents insurance trainings to financial advisors and their clients on various topics.

Before joining Lincoln Investment, Ben worked as a Financial Services Specialist at Holman Insurance Services. During their time there, they started the financial services department within a property & casualty insurance broker and sold over $75,000 in premium of life, disability, and long-term care insurance. Ben consulted with prospective clients to determine their insurance needs and recommended appropriate solutions.

Prior to that, Ben served as a Financial Advisor at Merrill Lynch Wealth Management, Bank of America Corporation. Their responsibilities included making daily cold calls to schedule qualified meetings and phone consultations with prospective clients. Ben conducted planning meetings and consultations for high net worth professionals and analyzed retirement account statements to provide financial recommendations and prepare retirement plans.

Ben also has experience as a Sales Development Representative at VividCortex, where they made daily cold calls to schedule online demonstrations of database monitoring software. Ben coordinated demonstrations for sales engineers with qualified prospective clients.

Additionally, Ben was a Co-Founder and Sales Team Leader at Stone Security, where they started a commercial electronic security company and generated $120,000 in revenue through direct outbound sales emails and phone calls. Ben helped establish subcontractor partnerships with Tyco Integrated Security and Guardian Protection Services.

Earlier in their career, Ben worked as an Account Executive at Gather Digital, selling mobile apps for events and organizations to corporations and nonprofit associations. Ben achieved the highest sales level in the company and generated $330,000 in revenue in their second year, exceeding their annual quota.

Ben's work experience also includes a role as a Sales and Social Media Consultant at their own company, Ben Comer Consulting. Ben completed their first sales in a Y Combinator startup's national expansion of an advertising platform, sold social media management software to small business owners, and formed partnerships with social media consultants to promote the software.

Overall, Ben Comer, CFP®, has a strong background in financial services and sales. Ben has successfully managed and grown insurance businesses, conducted consultations for high net worth professionals, and achieved impressive sales results throughout their career.

Ben Comer, CFP® attended Bishop Eustace Preparatory School from 2003 to 2007, where they completed their high school education. Ben then enrolled at Wake Forest University from 2007 to 2011, where they earned a Bachelor's Degree in Communication and Entrepreneurship. In 2018, Ben began their studies at the College for Financial Planning, focusing on Financial Planning and Services. Ben is currently a candidate for CFP Certification, expected to complete their studies in 2020.