Donna Williams
Charlotte,NC
Summary
Experienced insurance consultant with a strong track record in developing and managing relationships with financial professionals, enhancing their service experience, and addressing complex life insurance needs. Expert in collaborating with core teams to deliver high standards of service and using critical thinking to optimize product solutions. Proven ability to drive sales pipelines and generate significant business opportunities, contributing to over $750 million in life sales production.
Overview
20
20
years of professional experience
1
1
Certification
Work History
Member Firm Regional Sr. Insurance Consultant
M Financial
Portland, OR
01.2022 - Current
- Advocate and manage relationships with sixty-five M Member Firms, focusing on life insurance sales concepts, products, and operational platforms.
- Collaborate with M core teams to deliver superior service and support, ensuring an exceptional client experience.
- Conduct competitive analysis and strategic product positioning to optimize carrier solutions for client needs.
Sr. Insurance Consultant
M Financial
10.2019 - 01.2022
- Engaged with strategic partners to tailor and present M's comprehensive products and services, aligning offerings with specific client objectives.
- Spearheaded the sales process, driving sustained growth and opportunity development.
Internal Wholesaler
TIAA
Charlotte, NC
09.2013 - 09.2019
- Delivered tailored, client-focused sales solutions to meet the evolving needs of a national network of 145+ M Financial Firms, specializing in life insurance for ultra-affluent clients.
- Collaborated with external wholesalers to provide informed advice to M Member Firms regarding the benefits of TIAA-M proprietary financial products.
- Identified and developed new leads, driving business growth.
- Collaborated with group members to consistently exceed sales targets and objectives.
Wealth Management Insurance Representative
TIAA
01.2009 - 08.2013
- Evaluated, analyzed, and counseled clients regarding life insurance products and after-tax annuities.
- Served as the NY Reg60 team specialist.
- Demonstrated consistent success by ranking in the top 3 for closed sales annually.
Team Manager, Insurance and Annuity Sales
TIAA
12.2007 - 12.2008
- Led staff of inbound phone consultants to attain unit-targeted goals for life insurance and annuity sales.
- Increased sales over previous year by 9%
Wealth Management Consultant
TIAA
05.2004 - 11.2007
- Oversaw relationships with high net worth pension clients.
- Consistently ranked among top counselors in insurance and revenue sales.
- Consistently achieved department metrics for insurance and revenue sales annually while maintaining high customer satisfaction ratings.
Education
Bachelor of Science - Business Management
University of Phoenix
Skills
- Highly Adaptive
- Relationship Building
- Product Positioning
- Critical Communication
- Team leadership
- Sales Proficiency
- Committed Collaborator
- Operational Management
Websites
Certification
- Chartered Financial Consultant (ChFC) - American College
- Chartered Life Underwriter (CLU) - American College
- FINRA Series 7 and 63
- State Life and Health
Timeline
Member Firm Regional Sr. Insurance Consultant
M Financial
01.2022 - Current
Sr. Insurance Consultant
M Financial
10.2019 - 01.2022
Internal Wholesaler
TIAA
09.2013 - 09.2019
Wealth Management Insurance Representative
TIAA
01.2009 - 08.2013
Team Manager, Insurance and Annuity Sales
TIAA
12.2007 - 12.2008
Wealth Management Consultant
TIAA
05.2004 - 11.2007
Bachelor of Science - Business Management
University of Phoenix
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