JUSTIN WILLIAMS
Kettering,OH
Summary
Dynamic and driven individual with a proven track record in relationship building and sales presentations. Expert in retirement and benefits planning, I excel in analyzing financial data to guide clients toward optimal solutions that best fit their needs. Committed to professionalism and attention to detail, I thrive in fast-paced environments, ensuring client satisfaction and compliance.
Overview
16
16
years of professional experience
1
1
Certification
Work History
Mortgage Loan Officer
Guild Mortgage
Dayton, OH
09.2020 - Current
- Developed relationships with real estate agents, builders and other referral sources in order to generate business leads.
- Educated customers on various aspects of mortgage financing options available.
- Analyzed financial data obtained from customers including income, assets and liabilities to determine loan feasibility.
Benefits Advisor
RetireMED iQ
Miamisburg, OH
01.2015 - 09.2020
- Advised individuals on Medicare insurance options, ensuring alignment with healthcare needs.
- Conducted face-to-face and telephone appointments to engage potential clients.
- Ensured timely completion and submission of all documentation and enrollment forms.
Business Development Specialist
RetireMED iQ
Miamisburg, OH
01.2014 - 01.2015
- Facilitated discussions and presentations tailored to both small and large audiences regarding Medicare, Retirement, and offerings of RetireMED iQ.
Life Insurance Agent
MetLife
Miamisburg, OH
04.2009 - 01.2013
- Advised customers on what their life insurance needs would be to cover their most valuable assets.
- Assisted customers in selecting the right life insurance coverage for their needs.
- Ensured compliance with all applicable laws when issuing policies or making recommendations.
Education
Wright State University
Dayton, OH06.2009
Skills
- Sales strategies
- Relationship management
- Strong interpersonal skills
- Needs assessment
- Financial needs assessment
- Building relationships
Affiliations
- In my 5th season as a 7th grade football coach for the city of Kettering
- Was a foster parent and worked closely with Job and Family Services of Montgomery county for 7 years.
Certification
- Health & Life License
- Mortgage Loan Originator License
Timeline
Mortgage Loan Officer
Guild Mortgage
09.2020 - Current
Benefits Advisor
RetireMED iQ
01.2015 - 09.2020
Business Development Specialist
RetireMED iQ
01.2014 - 01.2015
Life Insurance Agent
MetLife
04.2009 - 01.2013
Wright State University
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