William Xv Email & Phone Number
Case Designer @ Modern Capital Inc.
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William Xv Location
- San Diego, CA, US
William Xv Work
- 2024 -now Case Designer @
- 2022 -2024 Internal Wholesaler @
- 2018 -2021 Wealth Planning Consultant @
- 2017 -2018 Business Development Manager @
- 2012 -2015 Senior Sales Management Coordinator @
- 2009 -2012 Senior Relationship Manager @
- 2008 -2009 Life Insurance Case Manager @
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
- Insurance
- Underwriting
- Health Insurance
- Commercial Insurance
- Life Insurance
- Index Universal Life
- Case Managment
- Account Management
- Agent Training
- Sales
- Sales Management
- CRM databases
- Universal Life
- Liability
- Case Design
- Customer Service
- Marketing
- Employee Training
- Public Speaking
- General Insurance
- Property & Casualty Insurance
- Employee Benefits
- Retirement
- Business Relationship Management
- Estate Tax Planning
- Microsoft Excel
- Contract Negotiation
- Bga
- Irrevocable Life Insurance Trusts
- Property and Casualty Insurance
- Agency Relationship Management
- Estate Planning
- Strategic Planning
- Hybrid Ltc
- Banking
- Case Management
- CRM Integration
- Business Development
- Carrier Relationship Management
- Life Case Design
- Whole Life Insurance
- Whole Life
- Agent Development
- Life Wholesale
- Retirement Planning
- Permanent Life Insurance
- Long Term Care Insurance
- Insurance Agency Management
- Agent Recruitment
- Leadership
- Insurance Marketing
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 Insurance, Underwriting, Health Insurance, Commercial Insurance, Life Insurance and more. William Xv has 2 emails on RocketReach.
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Top Modern Capital Inc. Employees
Greg Straka
Head of Distribution
Charleston, SC, US
John Tabb
Chief Operating Officer
Charleston, SC, US
Brad Atkins
CEO and Chairman of the Board
Charleston, SC, US
Richard de Wet
Chief Investment Officer
Los Angeles, CA, US
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