Jennifer L. Willis

Jennifer L. Willis Email and Phone Number

El Dorado Hills, CA, US
Jennifer L. Willis's Location
Elk Grove, California, United States, United States
About Jennifer L. Willis

Jennifer Willis is a retired California State Executive who has devoted her life to serving others. She pursues her philanthropic passion to educate and assist individuals, families, and businesses through her leadership and active participation in service and women's organizations. She was previously a Financial Services Representative.Born in Mobile, Alabama, Jennifer received her Psychology degree from Sacramento State University. With over 33 years of California public service as an analyst, supervisor, manager, and Division Chief over Human Resources, Taxpayers' Rights, and Consumer Information, she achieved Executive status and retired. Jennifer is President of the Sacramento Chapter of the National Coalition of 100 Black Women (SacNCBW), an NCBW National Board Director, and a National Personnel Committee Member. She is a Past President and member of Soroptimist International of Sacramento, where she also previously served as First Vice President and Board Member. She is a member and past Administrative Secretary and Board Member of the Elk Grove Rotary, and was a past Lincoln Rotary Board Member and President of the Lincoln Rotary Foundation. She is the proud mother of two accomplished children, Linnea and Eric, and has two beautiful grandchildren, Kendrick and Elise.

Jennifer L. Willis's Current Company Details
National Coalition of 100 Black Women, Inc., Sacramento Chapter

National Coalition Of 100 Black Women, Inc., Sacramento Chapter

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President and First Vice President
El Dorado Hills, CA, US
Employees:
1
Jennifer L. Willis Work Experience Details
  • National Coalition Of 100 Black Women, Inc., Sacramento Chapter
    President And First Vice President
    National Coalition Of 100 Black Women, Inc., Sacramento Chapter
    El Dorado Hills, Ca, Us
  • National Coalition Of 100 Black Women, Inc., Sacramento Chapter
    Member Board Of Directors, Ncbw And President, Sacramento Chapter Ncbw
    National Coalition Of 100 Black Women, Inc., Sacramento Chapter Oct 2022 - Present
    Sacramento, California, United States
  • National Coalition Of 100 Black Women, Inc., Sacramento Chapter
    President And First Vice President
    National Coalition Of 100 Black Women, Inc., Sacramento Chapter Oct 2018 - Present
    Sacramento, California Area
    President and First Vice President
  • Independent Agent
    Financial Services Representative
    Independent Agent Jun 2015 - May 2022
    Sacramento, California Area
    Putting together a plan to help meet your financial objectives doesn’t have to be a chore. Jennifer can help you discover how to take control of your financial future and develop personal and business strategies to help achieve your goals – whatever they may be. Once your goals have been established, she can customize appropriate strategies to suit your vision and objectives. Jennifer can help you execute a sound financial program utilizing the following products and services: Tax minimization strategies; Investments; Retirement strategies; Estate conservation; Insurance and annuity products; Exit planning; Wealth transfer strategies; Retirement income strategies; Survivor income; Income Protection strategies; Business Protection; ESOP (Employee stock ownership plan); Group 401(k); and Deferred Compensation. Jennifer is just a phone call away.
  • Principal Financial Group
    Financial Services Representative And Princor Registered Representative
    Principal Financial Group Dec 2014 - May 2015
    Roseville, Ca
    .
  • Abundant Financial Services
    Financial Services Representative (Intermittent)
    Abundant Financial Services Dec 1998 - Dec 2014
    Sacramento And East Bay, California
  • The Federal Savings Bank
    Fha Hecm Advisor, Hecm National Division
    The Federal Savings Bank Jan 2014 - Oct 2014
    East Bay And Sacramento Areas
    Provided Home Equity Conversion Mortgages (HECM – better known as reverse mortgage loans). Developed and implemented marketing strategies and developed strategic partners to ensure sales results. Educated seniors, their family, and advisors on HECM loan options, took applications, participated in loan signings and addressed rising issues.
  • California State Department Of Consumer Affairs
    Program Manager And Chief, Consumer Information Center And Complaint Resolution Program
    California State Department Of Consumer Affairs Jul 2010 - Jul 2014
    Sacramento, California Area
    Managed the Complaint Resolution Program, Outreach Unit, Strategic Planning and Development, Consumer Information Center, Call Center, and Correspondence Unit. Planned, assigned, supervised, reviewed and evaluated the work of subordinate managers, supervisors and staff. Oversaw recruitment, training, evaluation and discipline for all staff. Ensured, monitored and allocated personnel, program, and budget expenditures and other fiscal operations.
  • Sr. Financial, One Reverse Mortgage, Reverse Mortgage Of America
    Area Manager/Loan Consultant
    Sr. Financial, One Reverse Mortgage, Reverse Mortgage Of America Dec 2003 - Aug 2010
    East Bay And Sacramento Areas
    As part of the management team, recruited, lead, trained and evaluated a team of Loan Consultants to provide excellent customer service, and personally produced HECM (reverse mortgage) loans throughout California. Developed and implemented marketing strategies and developed strategic partners to ensure sales results. Educated seniors, their family, and advisors on reverse mortgage loan options, took applications, participated in loan signings and any follow-up questions which arose.
  • California State Board Of Equalization
    Chief Taxpayers' Rights And Chief Human Resources
    California State Board Of Equalization Apr 1975 - Mar 2004
    As Chief Taxpayers' Rights, planned, organized, managed and directed the Taxpayer's Rights Advocate (TRA) Office, Offers in Compromise Section (OIC) and the Equal Employment Opportunity (EEO) Office. As the Taxpayers’ Rights Advocate and a key Executive Director’s Team member, developed and reviewed Board-wide policies and procedures, and provided consultation and advice to the Board Members, the Executive Director, and management personnel.As Chief Human Resources, planned, organized, and directed the Labor Relations, Classification, Examination, Transactions, Training, and Health and Safety Sections. Provided functional guidance to the Affirmative Action Office. Consulted with and advised the Board Members and their staffs, the Executive Director, and key management personnel. Represented the Board with other state agencies on personnel matters. Assisted Division staff to work innovatively to meet Division and Agency goals, objectives and timelines.Served as Personnel Officer for the Department of Forestry 1980 - 1983. Worked in a variety of human resources supervisory and analytical positions at the State and Consumer Services Agency and the State Personnel Board between 1975 - 1980.

Jennifer L. Willis Skills

Estate Planning Sep And Simple Iras Buy Sell Agreements Deferred Compensation Plans Disability Income Insurance Financial Needs Analysis Mutual Funds Retirement Planning Series 6 And 63 Registrations Wealth Accumulation Supplemental Retirement Income Business Continuation Strategies Executive Benefits Strategies College Funding Strategies

Jennifer L. Willis Education Details

Frequently Asked Questions about Jennifer L. Willis

What company does Jennifer L. Willis work for?

Jennifer L. Willis works for National Coalition Of 100 Black Women, Inc., Sacramento Chapter

What is Jennifer L. Willis's role at the current company?

Jennifer L. Willis's current role is President and First Vice President.

What schools did Jennifer L. Willis attend?

Jennifer L. Willis attended California State University-Sacramento, American River College.

What skills is Jennifer L. Willis known for?

Jennifer L. Willis has skills like Estate Planning, Sep And Simple Iras, Buy Sell Agreements, Deferred Compensation Plans, Disability Income Insurance, Financial Needs Analysis, Mutual Funds, Retirement Planning, Series 6 And 63 Registrations, Wealth Accumulation, Supplemental Retirement Income, Business Continuation Strategies.

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