Charles Callery

Experience

1. Vice President of Sales - East Region

   Lincoln Financial

   Aug 2004 — Present · White Plains, NY, US

   As Vice President, Group Protection Sales, Chuck is responsible for Lincoln Group Protection’s overall sales performance in the eastern U.S, targeting new business growth in all customer segments. In his role, he leads the design, implementation, and execution of the strategic vision to meet regional sales targets, including the go-to-market plan, as well as all recruitment and training efforts. Chuck is also accountable for driving strategic relationship management with top regional and national brokers and consultants, while supporting the ongoing needs of mutual clients through stewardship and renewal engagements. Chuck’s span of oversight includes high-performing sales teams and leaders across the region, including hubs in Atlanta, Boston, Charlotte, Nashville, New York City, Philadelphia, and Washington, D.C. Callery has over 25 years of experience in the insurance industry. He began his career at SunLife in Detroit, Michigan as a Sales Representative then joined Unum in New York as a Marketing Representative in 1996. In 2004, Callery joined Jefferson Pilot Financial as a Regional Manager opening the New York Sales Office. Jefferson Pilot Financial would ultimately become Lincoln Financial Group. In 2008, he accepted a Regional Director role, managing Lincoln’s New York HUB. In December 2011, Callery was promoted to Vice President of Distribution in the NorthEast Region. Finally, in May 2018, after Lincoln\'s acquisition of Liberty Mutual\'s Group Benefits business, his role was expanded to Regional Vice President - East Region.Throughout his career Callery has received numerous sales awards, including the Paul Revere Rookie of the Year and Office of the Year in 2009 with Lincoln Financial Group. He has participated in many industry programs and pilots. He graduated from Boston College in 1993 with a Bachelor of Science Degree in Finance.

Skills

• Coaching
• Leadership
• Strategy
• Finance
• Risk Management
• Management
• Benefits Administration
• Customer Service
• Workers Compensation
• Employee Benefits
• Process Improvement
• Employee Benefits Design
• Health Insurance
• Sales Management
• Program Management
• Health Savings Accounts
• Strategic Planning
• Account Management
• Team Building
• Brokers
• Disability Insurance
• Sales
• Fixed Annuities
• 401k
• Marketing