University of Arizona - Eller College of Management

Head of Broker Partnerships

Origin is the all-in-one money management platform that is industry leading and bringing holistic & comprehensive financial wellness to Employers, Employees and Consumers. 
Expanding our distribution partners to Brokers, Carriers, Enrollment Platforms, & PEO's.

Origin

Head of Strategic Alliances

Origin is the first comprehensive money management platform for the modern workforce. We’re an integrated solution that helps your entire company manage compensation, benefits, and personal finances in a single place – side by side with financial professionals.

growth10 is your own team of trusted peer advisors - we help entrepreneurs grow faster by joining a private virtual team of 10 caring, talented and driven peers who help you solve critical issues, improve key strategies and provide needed accountability.

I’m a certified Practice Leader with the national growth10 community.  I will be focused on the insurance industry vertical.

growth10

Practice Leader – Insurance Industry Vertical

Insurance industry veteran with 18 years experience partnering with brokers and carriers.  I oversee the on-boarding, development and strategy for the Jellyvision broker ecosystem.

Jellyvision

VP, Strategic Alliances

ALEX by Jellyvision

Senior Director of Channel Sales

Jellyvision is an award-winning technology company whose interactive software talks people through important, complex, and potentially snooze-inducing life decisions - like choosing a healthcare insurance plan, saving for retirement, or navigating a leave of absence - in simple, fun, and engaging ways. Our recipe: behavioral science, purposeful humor, mighty tech, and oregano.

Our SaaS employee communication platform ALEX is used by more than 1,000 companies with more than 17 million employees in total – including 106 of the Fortune 500 and one-third of the country's 25 largest companies. ALEX helps employees at these companies, whose health insurance premiums total more than $110 billion, make better decisions about their insurance plan options, 401(k) allocations, and financial wellness.

Director of Channel Sales

I am honored to be one of the leaders for the newly formed and launched Downtown Chicago Association of Health Underwriters chapter.  Chicago brokers and consultants who are looking to stay ahead of the curve and be part of their professional association are welcome to join and actively participate.

Downtown Chicago Association of Health Underwriters (CHAHU)

Co President

Through simple and powerful technology tools, supported by engaging professional development, 
Code SixFour provides independent brokers and benefits consultants with the industry's first benefits consulting platform, to revolutionize their business and impact clients with more relevant and differentiated services.  

Code SixFour empowers brokers and consultants to create a powerful offense and strengthen their practice like never before through innovative technology.  

In an industry going through transformation, Code SixFour is a must have.

To learn more about what the best advisors are doing, send me an email and visit our website to book a demo.

Code SixFour

Chief Sales Officer

As the group manager for Aflac Broker Sales, I oversee the broker channel in Southern California and Hawaii.  I have a team of Senior Group Representatives and Group Representatives who develop and grow the broker market for Aflac.  I provide training and sales accountability for this geography.

Aflac

Group Manager

As Broker Market Director for Aflac I am responsible for the core broker channel in California, Las Vegas and Hawaii.  I consult, coach and assist broker development coordinators in their geographies on how to develop profitable relationships with our broker partners.

Broker Market Director

As the Senior Manager of Broker Sales for the Aflac Pacific Territory I am responsible for the broker channel in California, Nevada and Hawaii.  I consult, train and assist the execution and analysis for the Aflac broker strategy within this territory.

Senior Manager, Broker Sales Effectiveness

Working at the Aflac Pacific Territory Office as a Business Development Manager with a focus on the broker and large account market in California, Nevada and Hawaii.

Chad Schneider