William Whitley

Provided comprehensive financial planning, guiding clients on investments, retirement planning, and insurance coverage.

Proficient in helping individuals and business owners to create, build, and preserve wealth.

Demonstrated in-depth knowledge of insurance products including Annuities, life, and health insurance.

High-level knowledge of current investment products and industry services.

Exceptional verbal and written communication skills.

Proven track record in relationship management and customer satisfaction.

The ability to compare and contrast the benefits and suitability of different investment options and products.

Responsible for delivering field and/or depot service results that meet or exceed customer expectations and internal financial budgets. Drove continuous improvements to streamline service performance for quality, productivity, regulatory compliance, and customer satisfaction. Results were achieved through direct support and supervision and the support and development of service technicians under direct supervision.

• Excellent organizational, communication, and follow-up skills.

• Demonstrated ability to manage projects, meet required timelines, and deliver metrics.

• Experience with standard MS Office software, including Excel, Access, PowerPoint, and Salesforce CRM.

• Sales - marketed and provided proposals for extended service agreements and managed a multimillion-dollar portfolio.