William Imig
Southaven
Summary
Achieve award-winning results by solving complex issues with appropriate instruments
Overview
25
25
years of professional experience
5
5
years of post-secondary education
1
1
Certification
Work History
Relationship Banker
JP MORGAN CHASE
Napa
01.2021 - 12.2024
- Work with our customers with their banking needs and partner with our FAs, Mortgage Processors and Business Banking Relationship managers to help our customers solve their financial needs.
Wealth Planning Consultant
CAPITAS FINACIAL
Beatrice
01.2019 - 01.2020
- Wells Fargo eliminated their Insurance Division and I assumed the same territory and responsibilities as my position as a Wells Fargo Insurance Specialist but now as a "consultant".
Wealth Insurance Specialist, Vice President
WELLS FARGO ADVISORS
Lincoln
01.2014 - 01.2019
- Developed and implemented targeted financial risk management concepts and marketed them to the advisors for their clients.
- Territory included NE, IA, KS. MO, SD, ND, MN and Southern IL.
- Awarded 2015 Top Wealth Insurance Specialist Sales Team for exceeding goals.
- Recognized for exceeding expectations multiple times with advisors through frequent, personalized service and accomplishing difficult underwriting challenges.
Insurance Planning Specialist, Vice President
CITI SMITH BARNEY/MORGAN STANLEY SMITH BARNEY
Beatrice
01.2005 - 01.2014
- Developed and implemented targeted financial risk management instruments to solve customers needs.
- Covered NE, IA, KS, MO and Southern IL.
- Coordinated with insurance carrier partners in implementing strategic revenue driven marketing.
- Achieved 2009 and 2010 Top Insurance Planning Specialist award for attaining top 10 national sales ranking.
Regional Vice President
HARTFORD LIFE
Beatrice
01.2000 - 01.2005
- Facilitated insurance coverage with independent broker dealer and Edward Jones Advisors across NE, IA, and KS, enhancing market penetration.
- Achieved 2001 Top External Independent Broker Dealer Division through strategic development of new territory and distribution channel.
- Recognized with 2003 and 2004 President's Cabinet for consistently leading top national sales performance.
Education
Bachelor of Science (BS) - Business Education
University of Nebraska-Lincoln
Lincoln, NE 08.1977 - 06.1982
Skills
- Client relationship management
- Customer acquisition
- Cross-selling techniques
- Business development
- Portfolio management
- Financial risk assessment
- Financial processes
- Team collaboration
- Team performance enhancement
- Attention to detail
- Time management
- Problem solving
- Adaptability
- Effective communication
- Customer Service-oriented
- Relationship building and management
Websites
Certification
- NASD Series 7, 66 and 63, CA
- Life, Health and Long Term Care licensed, CA
- Notary Public, CA
Timeline
Relationship Banker
JP MORGAN CHASE
01.2021 - 12.2024
Wealth Planning Consultant
CAPITAS FINACIAL
01.2019 - 01.2020
Wealth Insurance Specialist, Vice President
WELLS FARGO ADVISORS
01.2014 - 01.2019
Insurance Planning Specialist, Vice President
CITI SMITH BARNEY/MORGAN STANLEY SMITH BARNEY
01.2005 - 01.2014
Regional Vice President
HARTFORD LIFE
01.2000 - 01.2005
Bachelor of Science (BS) - Business Education
University of Nebraska-Lincoln
08.1977 - 06.1982