Greg Williams Ii Email & Phone Number

Los Angeles, Ca, Us

Los Angeles Metropolitan Area

Greater Los Angeles Area

Los Angeles, California

• Led assessments of Health Savings Accounts (HSAs) within a $50B+ industry to provide the firm with a better understanding of market trends, innovations and key competitors.• Developed and executed go-to-market strategies, working with cross-functional teams to drive segment results and further the organization’s institutional market share.• Partnered with the marketing and digital team to create retirement plan videos that showcased successful small business owners, utilized during enrollment meetings, with investment committees and plan sponsors to differentiate American Funds. Notable achievements while in the position included:- Directed a cross-functional initiative that led to the reduction of man-hours by automating the process to customize existing literature for clients with an investment greater than $10M.- Delivered strong results while working in a highly collaborative environment where individual accountability was paramount to the company’s overall success.

Orange County, California Area

• Drove increases in retirement plan sales within the micro/small market ($0 - $10M) by educating licensed financial advisors on proprietary retirement solutions, mutual fund results, educational materials and the website. • Trained 10 junior associates on proprietary retirement plan inbound call best practices with Financial Advisers to meet the high standards of customer service. • Addressed key adviser call trends in a timely manner, providing website education to home office senior staff on the enhancement of online tools and layout design. • Provided exceptional levels of service while consulting on shareholder account inquiries and transactions.

Indianapolis, Indiana Area

• Utilized a consultative, client-focused approach to tailoring individual responses designed to support financial advisors and American Funds efforts to raise and retain assets by suggesting both sales ideas and customized action plans on a case-by-case basis. • Designed and led a number of highly effective team consultative skills development workshops and team meeting spotlights.

Milwaukee, Wi

• Developed profitable client relationships to cultivate repeat business and generate additional revenue through full and half-season ticket sales and group outings. • Maintained and effectively serviced 350+ accounts valued at $900,000 in revenue.• Supervised and directed 16 interns for a game night marketing promotion for a key sponsorship client. Notable achievements while in the position included:- Lead the Sales and Retention department in terms of full and half-season ticket renewals 4 out of the 5 years in the position.

Milwaukee, Wi

• Recruited prospects for new season ticket packages through cold calling campaigns, referrals and events that took place throughout the Milwaukee area.• Successfully promoted the Milwaukee Bucks organization throughout the Milwaukee community.