William Borland
Thornton,USA
Summary
Sales professional prepared for this role with strong leadership and coaching abilities. Proven track record of driving sales growth and enhancing team performance through effective training and mentorship. Focused on collaboration, adaptability, and achieving results. Skilled in communication, strategic planning, and customer relationship management. Known for reliability and flexibility in dynamic environments.
Overview
10
10
years of professional experience
1
1
Certification
Work History
Sales Coach
State Farm
10.2020 - 02.2025
- Meeting with clients on a daily basis, assessing needs and matching products accordingly. Creating projections for clients and guiding them through recommendations. Assisting in delegation office functions, and helping to manage office.
Financial Representative
Northwestern Mutual
09.2019 - 11.2020
- Worked as a Financial Representative for Florida and Georgia. Assisted clients in creating comprehensive financial plans for business, retirement, or any other goals. Specializing in Life and Disability insurance.
Insurance Sales Agent
Allstate Insurance
03.2017 - 10.2019
- Quoting/binding insurance, processing claims, and advising clients.
CSSR
Wells Fargo
11.2014 - 02.2017
- Responsibilities Cash balancing, uncovering and processing customer sales.
Education
Bachelor's - Economics
Florida Gulf Coast University
Diploma - undefined
White County High school
08.2017
Skills
- Pivot tables
- Business intelligence
- Data collection
- Analysis Skills
- Financial Analysis
- Financial Report Writing
- Scheduling
- Budgeting
- Accounting software
- Management
- Business Development
- Account Management
- Accounting
- Asset management
- Financial Management
- Presentation skills
- Microsoft Office
- Sales
- Underwriting
- Salesforce
- Organizational Skills
- Payroll
- Sales process management
- Objection handling
- Sales strategy development
Certification
- SIE
- Life Insurance License June 2020 to Present
- FINRA License
- Insurance Producer License
- Property & Casualty License
- Certified Notary Public October 2022 to October 2026
- General lines 2-20 June 2017 to February 2022
- 215 license May 2017 to February 2022
- Personal Lines License
Timeline
Sales Coach
State Farm
10.2020 - 02.2025
Financial Representative
Northwestern Mutual
09.2019 - 11.2020
Insurance Sales Agent
Allstate Insurance
03.2017 - 10.2019
CSSR
Wells Fargo
11.2014 - 02.2017
Diploma - undefined
White County High school
Bachelor's - Economics
Florida Gulf Coast University
Awards
Dale Carnegie Certificate January 2019