WILLIAM T.WALKER
CLU CHFC CPCU arm
1426
Limerick, PA 19460
CELL 610-***-**** ******@*******.***
Top-Performing Insurance Market sales leader with extensive experience
in sales and service of
All lines of insurance and financial products
Excellent communicative and negotiation skills with success in
training and sales development.
CORE COMPETENCIES:
Product Determination through Needs Analysis using question based selling
techniques
. Sensitivity to all market segments including the Senior Market
. Competency in lead generation through referral, telephone/personal
contact as well as
Seminars and small group presentations
Licenses
Life and fixed annuities
Accident and health &allied lines
PROPERTY AND CASUALTY &ALLIED LINES
LIFE AND VARIABLE ANNUITIES
Professional EXPERIENCE:
WALKER AND ASSOCIATES (6/1989- 06/2012): Royersford, PA
Independent Broker
Lead generation and product sales to the under age 65 and Senior Markets
Product sales including Final expense insurance, Medicare products, Fixed
Index Annuities, Long Term Care
KARR BARTH ASSOCIATES (1/1984 - 6/1989): Philadelphia, PA
Financial Services Representative
Represented various organizations in the sale of financial products
including Mutual Funds,
Limited Partnerships and Life Products
fRANK b. hALL AND cO. OF PENNSYLVANIA (6/1977- 1/1984): Philadelphia,
PA
Senior Account Executive
Account Management -Managed large trucking and contracting accounts
New Business Development in the Property Causality lines
LIBERTY MUTUAL INSURANCE COMPANY (4/1967 - 6/1977): Bala Cynwyd PA
Sales Account Executive
Sales and Service of Life and Property Casualty products in the Individual
And Commercial Market
Consistently in the top 10 of nationwide producers
District and Division Sales Management including hiring, training and
motivating sales associates
EDUCATION & CONTINUING PROFESSIONAL DEVELOPMENT:
Old Dominion University - Norfolk, VA
Bachelor of Arts Degree in History and Political Science
American College - Bryn Mawr, PA
CLU AND CHFC
Society of Property and Casualty Underwriters - Bryn Mawr, PA
CPCU and ARM
ADDITIONAL CERTIFICATIONS:
National Association of Medicare Supplement Advisors
Medicare Certified 2013 including PDP
FFM 2015 Certification
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