David Willenborg Email & Phone Number

Gainesville, FL, US

United States

Lawrence, Kansas Area

My agency focused on providing outstanding service and superior coverage to each and every one of our clients. We helped them identify their individual insurance needs in order to develop the most comprehensive, cost-effective solution.

Licenses- Series 7, Series 66, Series 31, Kansas Life and Health Insurance Licenses, Illinois Life and Health Insurance LicensesManaged a portfolio of 900 clients and $24 million in client assetsPartnered with educators and healthcare professionals to assist them with planning for their retirementBuilt client and asset acquisition through referrals.

Springfield, Illinois Area

Licenses- Series 7, Series 66, Series 31, Illinois Life and Health Insurance LicensesApplied market and securities knowledge to promote, sell, and refer products and servicesBuilt and maintained relationships with clients and provided product recommendations appropriate to meet client needsProvided customer issue resolution, research and inquiries

Springfield, Illinois Area

Licensed Financial Advisor- Series 7, Series 66, Series 31, Illinois Life and Health Insurance LicensesConducted financial needs analysis and recommended appropriate products to meet client needsBuilt and maintained client bases, kept current client plans up-to-date, and recruited new clientsMaintained client confidentiality while handling secure financial.

Springfield, Illinois Area

Licensed Financial Advisor- Series 7, Series 66, Series 31, Illinois/Missouri Life Insurance LicensesManaged more than $20 million in client assetsPlanned and implemented financial education seminars for current and prospective clients Budgeted for educational seminar and marketing expenses on a quarterly basis

Responsible for all aspects of branch operations including inventory, receiving, returns, special orders, transfers, and vehicle and building maintenanceHelped Springfield branch generate $6 million in annual sales Implemented yearly budget plan for branch building and vehicle repairs and maintenance Worked closely with customer accounts and outside sales.

Responsible for handling customer calls, preparing and processing sales orders for all materialsExperience with inside sales of siding, replacement windows, steel entry doors and other building material accessoriesHandled accounts receivable and worked with cash recap

Responsible for managing caseload of 10 clients for a non-for-profit youth foundationLiaison between clients and Illinois Departments of Children and Family Services and CorrectionsResponsible for preparing and filing court reportsWorked with variety of social service organizations to secure aid, assistance and employment for clients

Counseled children ages 8-18 on daily basis in a residential group homeResponsible for preparing and submitting Medicaid billings for counseling on behavioral,personal and family issues