Registered Representative
Current
Jan 2023 - Present
AeroLeads people directory · profile
Jim Willson Email & Phone Number
Registered Representative
at
TierOne Financial & Insurance Services
LinkedIn matched
✓ Verified Jul 2026
3 data sources
Profile completeness 86%
Current company
Role
Registered Representative
Location
Greater Sacramento, United States
Company size
Who is Jim Willson? Overview
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Quick answer
Jim Willson is listed as Registered Representative at TierOne Financial & Insurance Services, a with 2 employees, based in Greater Sacramento, United States. AeroLeads shows a matched LinkedIn profile for Jim Willson.
Jim Willson previously worked as Enterprise Market Leader at Lincoln Financial Group and Retirement Consultant at Wells Fargo. Jim Willson holds Bachelor Of Arts - Ba, Political Science And Government from Santa Clara University.
Company email context
Email format at TierOne Financial & Insurance Services
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TierOne Financial & Insurance Services
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Profile bio
About Jim Willson
Preparing for that next step in life isn’t always easy. My combination of experience, professionalism and access to a wide variety of products and services can help you meet your financial goals, estate strategies and insurance needs. Whether your goals include preparing for milestone life events like retirement or college, or whether you’re simply looking for life, disability income or long-term careinsurance protection, I promise you a new level of attention, insight and capability. Contact me todiscuss your financial future.I am licensed to sell insurance in CA. CA Insurance License Number 0D20856
Current workplace
Jim Willson's current company
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Tierone Financial & Insurance Services
6 roles · 27 years
Jim Willson work experience
A career timeline built from the work history available for this profile.
Enterprise Market Leader
Territory: Northern CA, Pacific Northwest (Wirehouses, LPL) • Recruited to unify a team of 15 wholesalers across 4 business lines • Increased first-ticket, multi-ticket, and multi-product producer counts by 15% YOY • Launched a turn-key process to drive revenue adopted across the region • Built and delivered 120+ continuing education events at both local and regional levels • Expanded and enhanced enterprise distribution across 5 regions
Jul 2015 - Aug 2019
Retirement Consultant
Territory: Northern CA, Pacific Northwest (Wells Fargo Advisors)• Recruited to execute sales strategies to increase Annuity and IRA sales• Increased annuity sales by 18% YOY and IRA sales by 14% YOY• Ranked #2 in annual sales of WF Advisory Annuity out of 15 RCs (2013, 2014, 2015)• Achieved the Team Leadership Award for fostering remarkable synergy and top performance (2012, 2014)• Identified specific client needs by partnering with Financial Advisors and coordinating with third-party wholesalers to deliver viable retirement income solutions
Dec 2011 - May 2015
Regional Vice President
Territory: Sierra Nevada (Wirehouses)• Exceeded territory sales goals by 12% YOY• Produced and enhanced 3 sales and marketing strategies for the launch of the Structured Capital Strategies product• Orchestrated 60+ estate planning events for clients focusing on wealth accumulation and wealth transfer
Jul 2008 - Dec 2011
Regional Vice President
Territory: Northern California, Nevada, Utah (Regional Broker/Dealers)• Recruited to launch startup sales territory, positioning suite of annuity products• Increased sales from zero to $66 million within the initial 36 months• Accelerated new producer growth by 17% YOY• Exceeded 50% market share throughout the tenure• Ranked #3 in annual sales out of 25 wholesalers (2001 - 2004)• Achieved the Leadership Award for outstanding performance and for devising and implementing innovative sales ideas and processes as best practices, effectively mentoring entry-level wholesalers across various territories (2005)
Dec 2001 - Jul 2008
Regional Marketing Specialist
2000 - 2001
~1 yr
Team & coworkers
Colleagues at TierOne Financial & Insurance Services
Other employees you can reach at tieronefinancial.com. View company contacts for 2 employees →
MM
Mike Melliza
Colleague at Tierone Financial & Insurance ServicesGreater Sacramento, United States
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CM
Charlie Mcbride
Colleague at Tierone Financial & Insurance ServicesGreater Sacramento, United States
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DV
Doug Van Order, Cfbs
Colleague at Tierone Financial & Insurance ServicesRoseville, California, United States
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TM
Tahnee Mostajo
Colleague at Tierone Financial & Insurance ServicesGreater Sacramento, United States
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KA
Kyle Aguirre
Colleague at Tierone Financial & Insurance ServicesSacramento, California, United States
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Mike Melliza
Colleague at Tierone Financial & Insurance ServicesGreater Sacramento, United States
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CM
Charlie Mcbride
Colleague at Tierone Financial & Insurance ServicesGreater Sacramento, United States
View →
DV
Doug Van Order, Cfbs
Colleague at Tierone Financial & Insurance ServicesRoseville, California, United States
View →
TM
Tahnee Mostajo
Colleague at Tierone Financial & Insurance ServicesGreater Sacramento, United States
View →
KA
Kyle Aguirre
Colleague at Tierone Financial & Insurance ServicesSacramento, California, United States
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1 education record
Jim Willson education
FAQ
Frequently asked questions about Jim Willson
Quick answers generated from the profile data available on this page.
What company does Jim Willson work for?
Jim Willson works for TierOne Financial & Insurance Services.
What is Jim Willson's role at TierOne Financial & Insurance Services?
Jim Willson is listed as Registered Representative at TierOne Financial & Insurance Services.
Where is Jim Willson based?
Jim Willson is based in Greater Sacramento, United States while working with TierOne Financial & Insurance Services.
What companies has Jim Willson worked for?
Jim Willson has worked for Tierone Financial & Insurance Services, Lincoln Financial Group, Wells Fargo, Axa, and Jackson.
Who are Jim Willson's colleagues at TierOne Financial & Insurance Services?
Jim Willson's colleagues at TierOne Financial & Insurance Services include Mike Melliza, Charlie Mcbride, Doug Van Order, Cfbs, Tahnee Mostajo, and Kyle Aguirre.
How can I contact Jim Willson?
You can use AeroLeads to view verified contact signals for Jim Willson at TierOne Financial & Insurance Services, including work email, phone, and LinkedIn data when available.
What schools did Jim Willson attend?
Jim Willson holds Bachelor Of Arts - Ba, Political Science And Government from Santa Clara University.
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