William Christopher Haithcock Xv work email
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William Christopher Haithcock Xv personal email
William Christopher Haithcock Xv phone numbers
As an Internal Wholesaler, I am focused on engagement with institutional and independent partners from the financial services industry to drive insurance solutions and enhance their advisors' capabilities to offer holistic financial planning services.
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Case DesignerModern Capital Inc. Nov 2024 - PresentCharleston, 1701 Meeting Street Rd, Us
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Internal WholesalerCrump Life Insurance Services Jan 2022 - May 2024Harrisburg, Pennsylvania, Us -
Wealth Planning ConsultantPacific Southwest Financial & Ins Services Nov 2018 - Nov 2021 -
Business Development ManagerUnderwriting Services Of America, Inc. May 2017 - Jul 2018Rancho Santa Fe, California, UsInternal Brokerage & Business Development Manager: ● Responsible for daily sales operations, agent sales communications, recruitment, and marketing● Displayed ability to recruit, onboard, train, and maintain productive agents and agencies● Implemented improved new business and case management processes● Built and maintained key relations with internal and external carrier wholesalers, product specialists, underwriters, and new business managers ● Provided weekly reporting, employee management and training, case management oversight, and all policy fulfillment -
Senior Sales Management CoordinatorUnderwriting Services Of America, Inc. Nov 2012 - Mar 2015Rancho Santa Fe, California, UsInternal Sales Coordinator for USA, providing Brokerage Director Level Internal Support, Agent Recruitment, Agent Compensation Negotiation, Website and Newsletter Content Creation and Management, Agent Training, Weekly Sales Meeting Coordination, Industry Event Exhibit Management, Industry Event Speaking and account management. Represented as main carrier sales & marketing contact.
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Senior Relationship ManagerUnderwriting Services Of America, Inc. Sep 2009 - Nov 2012Rancho Santa Fe, California, UsMarketing and Sales coordination for USA, including high end case management for Large Cases via the Special Case Unit. Duties included Case Management, CRM Management, New Agent Orientation, Industry Event Exhibit Management, Industry Event Speaking and account management. Represented as main carrier sales & marketing contact.
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Life Insurance Case ManagerUnderwriting Services Of America, Inc. Sep 2008 - Sep 2009Rancho Santa Fe, California, UsLife Case Management for San Diego based Brokerage General Agency (BGA), Underwriting Services of America. Provided full back office support for individual life agents and agencies. Management of cases from individual agents and agencies. 125-150 manageable case load. Products included Term Life, Universal Life, Indexed Universal Life, Whole Life, and Survivorship Products.
William Christopher Haithcock Xv Skills
William Christopher Haithcock Xv Education Details
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San Diego Mesa College -
Mike Russ SchoolsLife & Health Insruance
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Rancho Bernardo High School
Frequently Asked Questions about William Christopher Haithcock Xv
What company does William Christopher Haithcock Xv work for?
William Christopher Haithcock Xv works for Modern Capital Inc.
What is William Christopher Haithcock Xv's role at the current company?
William Christopher Haithcock Xv's current role is Life Case Designer.
What is William Christopher Haithcock Xv's email address?
William Christopher Haithcock Xv's email address is wi****@****ump.com
What is William Christopher Haithcock Xv's direct phone number?
William Christopher Haithcock Xv's direct phone number is +176043*****
What schools did William Christopher Haithcock Xv attend?
William Christopher Haithcock Xv attended San Diego Mesa College, Mike Russ Schools, Rancho Bernardo High School.
What skills is William Christopher Haithcock Xv known for?
William Christopher Haithcock Xv has skills like Estate Planning, Bga, Whole Life Insurance, Public Speaking, Life Wholesale, Agency Relationship Management, Business Relationship Management, Estate Tax Planning, Insurance, Retirement Planning, Account Management, Hybrid Ltc.
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