Sales Years Experience

WILLIAM K . WILSON

**** ********** ***., ***. *, L os Angeles, C A 9 0056 H: 4 24 -702 -5588 C: 8 15 -378 -8519 ********@**********.***

P ROFESSIONAL SUMMARY

Sales professional, open to all sale industries with sales management, business development and recruitment potential. Open to both

outside and inside sales, coupled with traveling.

SKILLS

Licensed in the State of California (CA # 0H33279) Illinois, Florida, People-oriented

Tennessee and Arizona. Excellent work ethic

Sales producer of Index Universal life, Universal Life, Whole Life, Closer

Fixed and Fixed Index Annuities and Precious Metals Goal-oriented

Knowledge of Microsoft Tools

Trainer

WORK HISTORY

President/Founder, 09/2001 to Current

Wilson Financial Group, Inc – Culver City, CA

Devise and execute business development strategies to attract and target new clients. Conduct in-depth reviews of clients' financial

circumstances and future goals. Assist clients in making informed decisions. Communicate complex information to potential clients and

their options. Create, implement, and continually review a plan that includes strategies designed to help clients pursue their long-term

goals. Focused on asset protection and income planning. Currently introduced over 30,000,000 of clients money to Fixed Index Annuities.

Executive Marketing Director, 09/1992 to 09/2001

World Financial Group – Johns Creek, GA

Recruited and trained a sales force. Licensed to sell both security products and life products to the general public. Maintained weekly

training for both product knowledge and recruitment. Developed strategies for both inside and outside sales. WFG is a wholly owned

subsidiary of AEGON

Vice President/Co-Founder, 09/1990 to 09/1993

Wilmarc Financial Group – Wheaton, IL

Formed an Estate Planning Firm and developed attorney relationships nationwide to sell Living Trusts to the general public. A Product

provider for World Financial Group, a wholly owned subsidiary of AEGON. Trained representatives nationwide on cross sales

opportunities when using a Living Trust as a door opener.

Senior Vice President, 09/1984 to 09/1990

Primerica Financial Services – Duluth, GA

Recruited and trained a sales force. Licensed to sell both security products and life products to the general public. Maintained weekly

training for both product knowledge and recruitment.

EDUCATION

Associate of Arts: Architecture,Business,

Wilbur Wright College - Chicago, IL

AFFILIATIONS

Better Business Bureau, A+ Rating

Business Consumer Alliance, AAA Rating

National Ethics Association

CERTIFICATIONS

Certified Senior Advisor (CSA)

ACCOMPLISHMENTS

Military-Member of U.S. Army Parachute Team, Golden Knights

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