Lynn Williams

Lynn Williams Email and Phone Number

VP Business Development, Relationship Mgr / Diversified Brokerage Services, Inc. | Business Builder | Sound Strategist @ Diversified Brokerage Services, Inc.
minneapolis, minnesota, united states
About Lynn Williams

My name is Lynn Williams, VP Business Development, Relationship Manager for Diversified Brokerage Services, DBS is one of the largest national brokerage agencies specializing in life insurance. DBS is your one stop shop to leverage technology without sacrificing hands on support from your dedicated team. DBS makes doing business easier and more profitable. I have extensive corporate and field expertise in distribution, wholesale and relationship management in the independent life and broker dealer channels.As a “business builder” I know how to design and integrate sound strategies in a fast-paced competitive environment with "high performance"​ teams that drive growth while establishing close relationships.Specialties: ● Charitable Giving, Estate Planning, Roth Alternatives, Foreign Nationals, Trusts ● Strong Negoaitaion skills creating win-win outcomes,

Lynn Williams's Current Company Details
Diversified Brokerage Services, Inc.

Diversified Brokerage Services, Inc.

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VP Business Development, Relationship Mgr / Diversified Brokerage Services, Inc. | Business Builder | Sound Strategist
minneapolis, minnesota, united states
Website:
dbs-lifemark.com
Employees:
64
Lynn Williams Work Experience Details
  • Diversified Brokerage Services, Inc.
    Vp Business Development, Relationship Manager
    Diversified Brokerage Services, Inc. May 2014 - Present
    Greater Los Angeles Area
    Recruit, develop and expand independent financial advisor relationships by delivering appropriate insurance based solutions that integrate with their practice management standards and align with the client's financial plan. My focus is to make doing insurance easier and more profitable for the advisor and their clients with expertise in:> Charitable Giving, Roth Alternatives, Legacy Planning, Foreign National Markets> Estate Equalization, Linked Benefit LTC, Contract Performance Evaluation > Strategies to Minimize/ eliminate Capital Gains & Income Taxes > Point of Sale > Integration of Technology to eliminate paper & expedite processing
  • Global Insurance Solutions Group
    S.V.P. Business Development
    Global Insurance Solutions Group 2009 - Apr 2014
    Greater Los Angeles Area
    Global insurance is an independent life brokerage agency providing strategic consulting services to institutional and independent advisors with a focus in the mass affluent, high net worth and foreign nationals market. Key relationships have been established with LPL Financial, Investors Capital, HSBC and J.P. Morgan Chase. A dedicated team of experienced professionals are based in Bala Cynwyd, PA with affiliated offices in Miami and Los Angeles.
  • Lpl Insurance Associates, Inc.
    Vp Insurance Product Management
    Lpl Insurance Associates, Inc. Apr 2005 - Mar 2009
    San Diego, Ca
    LPL Insurance Associates, Inc. (IAI) is wholly owned by LPL Holding, parent of LPL Financial, the nation’s largest independent broker dealer with 14,000+ advisors. Established in 2004 IAI is an unbiased resource for fixed life insurance. Negotiated and secured over 20 top rated carrier contracts while recruiting a team of 30+ seasoned professionals providing sales & marketing support and New Business processing. Grew submitted business from 218 in 2005 to over 7,000 in 2008 while maintaining service ratings of 87 to 93%.
  • Arthur J. Gallagher & Co.
    Area President
    Arthur J. Gallagher & Co. Jun 2001 - Apr 2004
    Greater Los Angeles Area
    AJG is the 4th largest broker of Property & Casualty insurance products and services on a retail basis in the U.S. market and is the parent of Flynn Associates. AJG is a dominant player in the U.S. for medical malpractice, religious sector, construction and captive markets. Flynn Associates was the wholesale distribution platform for life, annuity and long term care products to independent agents, financial advisors, planners, CPA’s and institutions providing advanced market support, case design and impaired risk underwriting services. Managed a staff of 36. Increased pre-tax revenue to nearly 15% from prior year loss of (2.6%)
  • Mutual Of Omaha
    Senior Vp Of Brokerage Sales
    Mutual Of Omaha Jan 1999 - Feb 2001
    Greater Omaha Area
    An established mutual insurance company focused on providing individual and group life and health benefits. They are a financially stable and well regarded company in the industry and have a very positive image with consumers. Managed staff of 50 supporting 5 distribution channels for Brokerage Sales,Bank, Broker Dealers, Health and Special Risk
  • Genworth Financial / First Colony Life
    Vp Of Brokerage Sales
    Genworth Financial / First Colony Life Feb 1988 - Jan 1999
    Lynchburg, Virginia
    GE acquired First Colony and continued to provide competitive products and services to individual independent brokerage and the structured settlement distribution channels. First Colony had a consistent record of growth and was an industry leader in the term and annuity marketplace. Supervised 3 regional offices supporting 200+ relationships nationally.

Lynn Williams Skills

Insurance Life Insurance Fixed Annuities Financial Services Underwriting Term Life Insurance Strategy Retirement Planning Brokers Long Term Care Mutual Funds Leadership Sales Relationship Management Business Development Marketing Series 6 Public Speaking Business Planning Crm Working With Brokers

Lynn Williams Education Details

Frequently Asked Questions about Lynn Williams

What company does Lynn Williams work for?

Lynn Williams works for Diversified Brokerage Services, Inc.

What is Lynn Williams's role at the current company?

Lynn Williams's current role is VP Business Development, Relationship Mgr / Diversified Brokerage Services, Inc. | Business Builder | Sound Strategist.

What is Lynn Williams's email address?

Lynn Williams's email address is le****@****ail.com

What is Lynn Williams's direct phone number?

Lynn Williams's direct phone number is +161997*****

What schools did Lynn Williams attend?

Lynn Williams attended Registered Representative Of The Leaders Groiup, Inc. Member Finra/sipc, The Ohio State University.

What are some of Lynn Williams's interests?

Lynn Williams has interest in Six Sigma, Collecting Wine, Ge Champions Training, American Management, Dynamic Presentations, Reading, Running, United Way, Mountain Biking, Tennis.

What skills is Lynn Williams known for?

Lynn Williams has skills like Insurance, Life Insurance, Fixed Annuities, Financial Services, Underwriting, Term Life Insurance, Strategy, Retirement Planning, Brokers, Long Term Care, Mutual Funds, Leadership.

Who are Lynn Williams's colleagues?

Lynn Williams's colleagues are Scott Fryklund, Angela Gehring, Rikki Ritz, Tyler Jarosz, Mary Moore, Nccm, Victor Bowsher, Susan Traff.

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