Senior Business Development Associate
Levi Bunkers is a Senior Business Development Associate for C2P Enterprises, where he will support advisors with Bucket Plan design, illustration and case design, product questions, relationship management, and product brochures, app kits, and presale materials so advisors can effectively offer C2P’s products to their clients. Through a consultative approach, he will partner with his External VP to help new and existing advisors develop the skills that lead to a successful practice. His main objective is to help advisors holistically grow their businesses.
During almost twelve years at Allianz Life, Levi served as an Internal Retirement Consultant and Senior Internal Retirement Consultant for the ALFS broker/dealer and ADG Network areas of distribution for all channels in Michigan, Texas, and Minnesota territories as well as other surrounding states. He assisted several hundreds of advisors in growing their practice and consistently finished in the top third in total annual territory sales. He concentrated on consulting advisors with marketing and product positioning ideas, support, and service and coached them through the sales to clients using approved marketing materials and illustrations.
Levi was relied on as a formal and informal leader and go-to resource for product, industry, and territory management questions for Internals, Externals, and new hires on the teams he was part of. He also completed the Allianz yearly BOLD (Building Ongoing Leadership and Development) management track program, including winning the BOLD performance and implementation award, completed training to become the Advanced Markets Advocate for his team, participated on the initial ALFS Internal sales desk advisory board, and was twice nominated for Allianz employee of the month and ALFS Internal of the year.
Levi received a Bachelor of Science in Business degree with a Marketing major from the University of Minnesota – Carlson School of Management in Minneapolis, MN. He holds FINRA Series 7, 6, 65, 63, and Life, Accident, & Health Insurance Licenses and the CRPC designation.
Levi currently lives in Bloomington, MN with his wife, Katie, and their three children – Olivia, Ellen, and Joey. They enjoy spending time together playing games, reading books, watching movies, and going to school activities, outings, and functions.
Things you must know about Levi:
- He is passionate about the financial services industry and being able to help people with their financial well-being and retirement
- His “why” is to serve the compassionate and build a legacy with integrity
- He provides holistic business development, training and marketing initiatives for annuities, life and AUM
Fun Facts about Levi:
- Avid Minnesota sports fan, in particular the Vikings, Twins, Timberwolves, and Gophers
- Enjoys rock and roll music and attending and watching concerts and events
- Plays fantasy sports and has been in the same fantasy sports leagues with high school and college friends for 20 years