Susan M. Cooper, CLU ChFC CFP CDFA
Susan M. Cooper, CFP, CDFA, ChFC, CLU joined The Equitable (now AXA Advisors, LLC) as an agent in Wellesley, MA after graduating from Keene State College in 1984 with a B.S. Degree in Education.
As an individual producer, Susan has been a Qualifying and Life Member of the Million Dollar Round Table since 1985. Susan earned her Chartered Life Underwriter designation (CLU) in 1986, the Chartered Financial Consultant designation (ChFC) in 1987 and the Certified Financial Planner designation (CFP) in 1996. In 2008 Susan earned her Certified Divorce Financial Analyst Designation (CDFA).
In 1990, Susan was promoted and appointed District Manager in Wellesley, MA. As a District Manager, Susan ranked in the top three in her class each year and was awarded the District Leadership Award. In 1992 and 1993, her District finished 6th and 3rd consecutively nationwide and was awarded the National Builders Trophy in those years.
In 1994, Susan was promoted and appointed Agency Manager heading up AXA Advisors West Coast of Florida offices in Tampa and Sarasota. The agency was 88th out of 90 in the Presidents Trophy standings when Susan took over. In only three years, Susan had doubled their production and manpower. In 1996, the Tampa Agency was #1 in the nation’s Spring “Go for the Gold” Sales Campaign.
In 1997 and again in 1998, Susan was awarded the prestigious Gold Presidents Trophy for ranking as the #1 Agency in the entire country.
In 2000, Susan was promoted and appointed President of the Northeast Region. She was awarded the #1 Platinum Chairman’s Trophy as the #1 Region in the country.
In 2002, Susan was appointed as Divisional Executive Vice President to the New York Metro Branch supervising over 400 Financial Advisors and staff.
The NYC Metro Branch was awarded the coveted Presidents trophy in 2003, 2006 & again in 2008. They remain the leader in “A” class, new organization and overall production Nationwide.
Most recently in June 2009 Susan accepted a position as managing partner of The Penn Mutual Life Insurance in the NYC agency.
Susan is an active member of GAMA International, an association serving field leaders in the insurance and financial services industry. She has qualified for GAMA’s Master Agency Award and International Management Award – Diamond Level each year since 2004. Recently, In 2008 Susan was voted and accepted a position on The American College Board of Trustees.
Susan resides in New Canaan, Conn., with her two sons, Michael and Matthew.
About this Speaker
Susan M. Cooper, CLU ChFC CFP
The Penn Mutual Insurance Company
New York, NY
- Master Agency Award
- International Management Award (Diamond, Platinum)