Michael W. Willis, CPFA
Sterrett,AL
Summary
Top-notch Territory Manager with proven track record of success leading and growing organizations. Strong background in strategic planning, financial management and team development. Skilled in identifying opportunities and implementing practical business strategies with commitment to staying informed about latest trends, technologies and best practices.
Overview
15
15
years of professional experience
Work History
Assistant Vice President-Financial Advisor
Merrill Lynch
06.2023 - Current
- Develop comprehensive retirement planning strategies to help clients in the Employer Sponsored Plan Markets, 401K.
- Partnered with Crump as Alabama Life Insurance Specialist.
- Facilitated new client onboarding process and investment account setup.
Regional Vice President
Fisher Investments
11.2021 - 06.2023
- Call high-net-worth prospects who have requested Fisher Investments information.
- Meet with prospects to evaluate their personal situation and provide solutions.
Regional Vice President
AIG
03.2016 - 11.2021
- Responsible for all aspects of Life Insurance sales within assigned territory.
- Primary duties are to provide point of sale assistance with Financial Advisors and their clients, and to conduct face to face training meetings with Financial Advisors.
- Develop and implement regional business plans that achieve or exceed sales target, and to serve as initial point of contact for all individuals within assigned territory.
- Territory includes Alabama, Mississippi, Louisiana, Tennessee, Georgia, North Carolina, South Carolina, Virginia, and Florida and is 90% travel.
Managing Sales Director/Small Business Specialist
MetLife Premier Client Group
01.2015 - 03.2016
- Recruit, train, and develop new advisors with all aspects related to Insurance and Financial products and sales.
- Conduct joint sales calls with advisors with primary emphasis being educational and business markets.
- Territory includes Alabama, Mississippi, and Florida Panhandle.
Investment Consultant
TD Ameritrade
07.2014 - 12.2014
- Work with Clients to see that all financial needs are met.
- This position coordinates all aspects of client portfolio to align with their needs.
- Daily activities include Customer Calls, Suitability needs, contract supervision, and strengthening client relationships.
Wholesaler
NEW YORK LIFE INSURANCE
07.2013 - 04.2014
- Responsible for all aspects of Life Insurance sales for assigned territory acting as external wholesaler in order to exceed goals set for offices covered.
- Territory includes Tennessee, Mississippi, Alabama, Florida, and Georgia, and is 95% travel.
Division Marketing Manager
FARMERS INSURANCE GROUP
01.2009 - 06.2013
- Directs and coordinates all phases of Division Marketing efforts to accomplish individual and collective goals established by State Office
- External Wholesaler-Life and Financial Specialist Responsible for all training and product knowledge for agents within assigned territory.
Education
Bachelors of Organizational Leadership -
Union University
Jackson, TN.United States Military Academy
West PointSkills
- Adaptable and Flexible
- Implementation Management
- Change and Growth Management
- Develop Business Structures
- Industry Expertise
- Sales Growth
- Strategize Plans
- Approachable and Outgoing
- Regional Sales and Support
Timeline
Assistant Vice President-Financial Advisor
Merrill Lynch
06.2023 - Current
Regional Vice President
Fisher Investments
11.2021 - 06.2023
Regional Vice President
AIG
03.2016 - 11.2021
Managing Sales Director/Small Business Specialist
MetLife Premier Client Group
01.2015 - 03.2016
Investment Consultant
TD Ameritrade
07.2014 - 12.2014
Wholesaler
NEW YORK LIFE INSURANCE
07.2013 - 04.2014
Division Marketing Manager
FARMERS INSURANCE GROUP
01.2009 - 06.2013
Bachelors of Organizational Leadership -
Union University
United States Military Academy