SalesForce
Chy Williamson
Experienced Life Insurance Internal Wholesaler
Aliso Viejo,CA
Summary
Connects the Dots |Effective Communicator | Relationship Builder
Unique ability to build interpersonal relationships. Driven to succeed with proven results of outperformance. An unwavering passion for educating individuals about financial literacy at all levels.
Overview
10
10
years of professional experience
1
1
year of post-secondary education
4
4
Certifications
Work History
Virtual Regional Wholesaler
Transamerica Life Insurance Company
06.2024 - Current
Business Development Internal Wholesaler
Pacific Life
12.2021 - Current
- Within the Wirehouse and Edward Jones - Financial Advisor Network channel, covered a vast territory (Western United States and Texas). Proactively connect with Financial Advisors discussing various Advance Planning Tax Mitigation strategies surrounding Cash Value Life Insurance.
- Networked at events and by phone to expand business profits and revenues.
- Monthly Average: Calls -250 | Virtual Appoints - 20
Vice President - Premier Relationship Manager
HSBC Bank
09.2017 - 12.2021
- Responsible for bank and investment side of portfolio growth, via the alternative remote banking channels.
- Selected by Regional Management to relocate from Buffalo, NY Market to West Los Angeles to "hunt" and drive sales.
- Primarily deepened relationships using Cash Value Life Insurance, Annuities and structured products.
Licensed Banker
KeyBank
03.2017 - 08.2017
- Within brick and mortar branch, provided advice on different bank products and financial options.
- Primarily deepened relationships using Cash Value Life Insurance, Annuities and structured products.
Licensed Banker
M&T Bank
06.2014 - 03.2017
- Within brick and mortar branch, provided advice on different bank products and financial options.
- Primarily deepened relationships using Cash Value Life Insurance, Annuities and structured products.
Education
Mechanical Engineering Technology
SUNY Morrisville
Morrisville, NY 09.2008 - 03.2009
Persuasive Leadership -
UPenn Wharton Executive Education ECertificate
05.2022 - 07.2022
Accomplishments
- 2023 Pacific Life Sales Leadership Graduate
- 2018 HSBC Sales and Leadership Award Winner
- 2016 M&T Bank Sales & Portfolio Excellence Award Winner
Software
Microsoft Office
Certification
Series 6
Interests
Financial Markets
Buffalo Bills Football
Traveling
Timeline
Virtual Regional Wholesaler
Transamerica Life Insurance Company
06.2024 - Current
Persuasive Leadership -
UPenn Wharton Executive Education ECertificate
05.2022 - 07.2022
Business Development Internal Wholesaler
Pacific Life
12.2021 - Current
Series 63
10-2018
Vice President - Premier Relationship Manager
HSBC Bank
09.2017 - 12.2021
SIE
08-2017
Licensed Banker
KeyBank
03.2017 - 08.2017
Series 6
02-2017
Licensed Banker
M&T Bank
06.2014 - 03.2017
Insurance Life, Health, Accident
12-2011
Mechanical Engineering Technology
SUNY Morrisville
09.2008 - 03.2009
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