William Xv Email & Phone Number
Case Designer @ Modern Capital Inc.
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William Xv Location
- San Diego, CA, US
William Xv Work
- Case Designer @ (November 2024 - Present)
- Internal Wholesaler @ (January 2022 - May 2024)
- Wealth Planning Consultant @ (November 2018 - November 2021)
- Business Development Manager @ (May 2017 - July 2018)
- Senior Sales Management Coordinator @ (November 2012 - March 2015)
- Senior Relationship Manager @ (September 2009 - November 2012)
- Life Insurance Case Manager @ (September 2008 - September 2009)
William Xv Education
- Mike Russ Schools
CA Life & Health State License (Life & Health Insruance)
2005-2005 - San Diego Mesa College 1999-2001
- Rancho Bernardo High School 1996-1999
William Xv Skills
- Account Management
- Advanced Planning
- Agency Relationship Management
- Agent Recruitment
- Agent Training
- BGA
- Business Relationship Management
- CRM Integration
- CRM databases
- Carrier Relationship Management
- Case Design
- Case Design & Illustration Software - Carrier Software, Winflex, Ensight
- Case Management
- Commercial Insurance
- Contract Negotiation
- Customer Service
- Employee Benefits
- Employee Training
- Estate Planning
- Estate Tax Planning
- Executive Benefit Strategies
- Hybrid LTC
- Index Universal Life
- Insurance Agency Management
- Insurance Marketing
- Insurance Planning
- Irrevocable Life Insurance Trusts
- Life Case Design
- Life Insurance
- Life Wholesale
- Long Term Care Insurance
- Marketing
- Permanent Life Insurance
- Point of Sale (POS) Systems
- Protection Strategies
- Public Speaking
- Retirement
- Retirement Planning
- Sales
- Sales Management
- Underwriting
- Insurance
- Health Insurance
- Case Managment
- Universal Life
- Liability
- General Insurance
- Property & Casualty Insurance
- Microsoft Excel
- Property and Casualty Insurance
- Strategic Planning
- Banking
- Business Development
- Whole Life Insurance
- Whole Life
- Agent Development
- Leadership
William Xv Summary
- William Xv, based in San Diego, CA, US, is currently a Case Designer at Modern Capital Inc.. William Xv brings experience from previous roles at Crump Life Insurance Services, PACIFIC SOUTHWEST FINANCIAL & INS SERVICES and Underwriting Services of America, Inc.. William Xv holds a 2005 - 2005 CA Life & Health State License in Life & Health Insruance @ Mike Russ Schools. With a robust skill set that includes Account Management, Advanced Planning, Agency Relationship Management, Agent Recruitment, Agent Training and more. William Xv has 2 emails and 1 mobile phone numbers on RocketReach.
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