Don McCaffrey

About Don McCaffrey

I am a high-energy, results-driven sales professional with a proven track record in…

Experience

1. Financial Strategist, Sales Professional and Agent

   Independent Professional

   Oct 2022 — Present

   As an independent financial strategist and broker, I manage every stage of the sales process from start to finish. I create and run multiple prospecting funnels, conduct discovery calls, deliver personalized illustration demos, and lead detailed follow-up meetings, all with the goal of helping clients make informed financial decisions. I regularly handle a wide range of objections and speak with a diverse mix of individuals and business owners, each with their own unique needs and goals. I regularly use technology and CRMs to stay organized, track progress, and keep the client experience smooth and professional from first contact to follow-up. Beyond the initial sale, I focus heavily on nurturing long-term client relationships, offering ongoing support, and ensuring clients continue to feel confident and cared for. A large part of my business comes from referrals, which I generate by consistently delivering value and maintaining strong, trust-based connections. This role demands not just deep product knowledge and strategic thinking, but also strong communication skills, emotional intelligence, and the ability to adapt quickly in every client interaction.

Education

• Miami University

  Bachelor of Science - BS, Finance, Political Science

  2016 — 2020