Sales Life Insurance

WILLIAM J. BERG

**** ***** ****** • Urbandale, IA • 515-***-****

PROFILE: A Sales & Marketing Professional with a proven track record of success as a visible leader and

valued business partner through hard work and dedication

EXPERIENCE: GRADIENT FINANCIAL GROUP Topeka, KS

Vice President of Marketing 2007 - 2011

• Exceeded annuity sales goals with fixed annuity & life production of $90 million

annually

• Provided strategic planning and operations development for top producers

• Trained field force with effective techniques, sound business practices, and annuity

product analysis

• Chief business consultant for producer acquisition of new clients

• Provided direct coaching for producers becoming Registered Investment Advisors

• Personal production of fixed annuity and life insurance to clients

AMERICAN EQUITY INVESTMENT LIFE Des Moines, IA

Regional Vice President 2005 - 2007

• Increased production to $1.5 billion in fixed annuity and life in territory through

relationship building, mentoring skills, and execution of marketing plan

• Organized and conducted recruiting and sales presentations nationally

• Trained and coached internal inbound call marketing team

• Developed sales and marketing materials of fixed indexed annuity products and riders

for field force

• Coordinated key competitor product and incentive analysis to executive management and

product development team

PERSONALIZED BROKERAGE SERVICES, LLC Topeka, KS

Regional Director 1999 – 2005

• Effectively trained and developed sales skills and product knowledge of entire Annuity

Marketing Team

• Supervised and motivated marketing staff and daily workflow to ensure operational

excellence

• Developed and implemented new marketing strategies which led to record annuity

production from $400 million in 2003 to over $700 million in 2005

• Traveled throughout United States to recruit and train producers

• Proven ability to build strong and lasting relationships with clients

• Personal production of fixed annuity and life insurance to clients

QUALIFICATIONS:

• State of Iowa Life & Health Insurance License

• Life Insurance License in 11 additional states

• Series 65

• Previously held Series 6 & 63 (Willing to obtain licensure)

EDUCATION: UNIVERSITY OF NORTHERN IOWA Cedar Falls, IA

Bachelor of Arts, History

Graduation – 1999

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