Summary
Overview
Work History
Education
Certification
Timeline
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William Bequette

Wichita,KS

Summary

Proven retirement plan sales professional with 24 years experience in helping build a startup organization to 4 billion dollars in assets under management.

Overview

26
26
years of professional experience
1
1
Certification

Work History

Senior Retirement Plan Consultant

INTRUST Retirement
02.1998 - 10.2023
  • Lead Sales Professional at INTRUST Retirement covering 3 markets in Kansas, Oklahoma and Arkansas for 24 years 8 months
  • Member of the INTRUST Retirement leadership team
  • Developed and executed the outbound calling strategy to prospects in Kansas and Oklahoma that led to 2.5 billion dollars in retirement plan assets under management
  • Developed the relationship and sales strategy for a joint venture with First Security Bank of Arkansas that led to 500 million dollars in retirement plan assets under management
  • Led the implementation of INTRUST Retirement moving from a proprietary recordkeeping solution to a full fiduciary advisor working with national recordkeepers.
  • Developed all partnership relationships including ERISA Attorneys, Recordkeepers, TPA's, and outside referral sources.
  • Brought new technology, thought leadership, ideas and services to the organization by being a advisory team member of Global Retirement Partners Advisor Alliance (GRPAA)
  • Member of the Request for Proposal (RFP) team.
  • Exceeded sales goal 25 consecutive years


Education

Bachelor of Science - Business Administration

Kansas State University
Manhattan, KS

Bachelor of Science - Business Management

Newman University
Wichita, KS

Certification

  • Accredited Investment Fiduciary (AIF)
  • Certified Plan Fiduciary Advisor (CPFA)

Timeline

Senior Retirement Plan Consultant

INTRUST Retirement
02.1998 - 10.2023

Bachelor of Science - Business Administration

Kansas State University

Bachelor of Science - Business Management

Newman University

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William Bequette