Tom McWilliams Email & Phone Number
Regional Vice President @ Primerica
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Tom McWilliams Location
- Concord, NH, US
Tom McWilliams Work
- 2014 -now Regional Vice President @
- 1973 -2014 Owner @ Accurate Applications, Underwriting & Financial Services
- 2005 -2008 Senior Underwriting Consultant @ Best Innovative Underwriting Services, Inc.
- 2002 -2005 Senior Underwriter and Systems Consultant @
- 2000 -2002 Chief Underwriting Officer @
- 1977 -2000 AVP @
- 1977 -1980 Manager @ Cologne Life Re
Tom McWilliams Education
- Bryn Mawr College
CLU, ChFC (CLU, ChFC, Financial Planning)
1973-2008 - Penn State University
Bachelor of Science (BS) (Bachelor of Science (BS), Business Teacher Education)
1968-1972
Tom McWilliams Skills
- Insurance
- Investments
- Financial Education
- Public Speaking
- Marketing
- Recruting
- Training
- Representsative Training
- Customer Service
- Field Training
- People Skills
- Entrepreneurship
- Account Management
- Sales Presentations
- Referrals
- Income Protection
- Team Coaching
- Fixed Annuities
- Life Insurance
- Risk Management
- New Business Development
- Retirement Planning
- Variable Annuities
- Independent Financial Advice
- Retirement
- Pensions
- Mutual Funds
- Underwriting
- Financial Analysis
- Long Term Care
- Term Life Insurance
- Sales Management
- Financial Risk
- Strategic Financial Planning
- Health Insurance
Tom McWilliams Summary
- Tom McWilliams, based in Concord, NH, US, is currently a Regional Vice President at Primerica. Tom McWilliams brings experience from previous roles at Accurate Applications, Underwriting & Financial Services, Best Innovative Underwriting Services, Inc., Lincoln Financial Advisors and American Life Insurance Company. Tom McWilliams holds a 1973 - 2008 CLU, ChFC in CLU, ChFC, Financial Planning @ Bryn Mawr College. With a robust skill set that includes Insurance, Investments, Financial Education, Public Speaking, Marketing and more. Tom McWilliams has 1 emails and 1 mobile phone numbers on RocketReach.
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