Roseville Ca 95747  (916) 298-6463  wms7@sbcglobal.net
Frank Williams
Roseville Ca 95747  (916) 298-6463  wms7@sbcglobal.net
Career
Objective
Sales professional with over twenty years of success. Experienced in sales, sales management,
customer service and marketing. Focused on net business growth.
Core
Competencies
 Customer Service
 Communication
 Detailed and Organized
 Relationship selling
Professional
Experience
Acosta
Sales & Marketing
 Customer service
 Territory Management
American Family Life Assurance Company, AFLAC
Licensed Agent
 Manage and provide customer service for new and existing business
 Business to Business relationship acquisition
 Group presentation and enrollment
AAA Insurance, NCNU
SSA , Sales & Service Associate
 DMV Transactions
 Cash Management
 Quoting new business (Personal Lines)
 Auto Endorsements, adding and removing vehicles , drivers, SR22
 Homeowners Endorsements, renters and dwelling. Coverage evaluation, addition of
personal articles riders, etc.…
**Current Licenses, California Property and Casualty agent/broker
California Life Health & disability
Harrison Companies, Columbus Life Insurance Co
Associate Agent
 Mortgage protection Insurance
 Universal Life, Whole Life
Merchant Services, Payment Processing
Account Executive 1999-2013
WorldPay US
 Boarded 60 new merchants in first six months
 E2EE End to End encryption and PCI compliance
 Pursue leads through Chamber of commerce, leads groups, cold
calling, etc...
 Pursue new business / grow personal portfolio
 Manage CRM system
Wells Fargo Merchant Services
Payment Processing Direct
Independent contractor
 Maintain Master agent/sub agent training, hiring, goal setting.
 100% self-sourced
 Pursue leads through Chamber of commerce, leads groups, cold
calling, etc...
 Pursue new business / grow personal portfolio
 Manage customer service issues with existing customers.
First Data Merchant Services Walnut Creek, CA
 100% Plan achievement every year possible
Roseville Ca 95747  (916) 298-6463  wms7@sbcglobal.net
Education
Additional
Skills
Personality
Strengths
Awards and
Honors
 Represented several alliances, Banks, and associations.
California Association of College Book Stores, Association of
Retail Tire Stores, California organization of Ophthalmologist.
 Pursue leads through Chamber of commerce, leads groups, cold
calling, etc...
 Valutec & FDMS gift card, custom and standard programs.
 Telecheck Sales to plan achievement
Kaplin University
Property and Casualty License Courses , Licensed
AD Banker
Life, Health, Disability Courses , Licensed
Chabot College
Business Courses
PSSIII Professional sales training
Proficient in Microsoft Office, Excel , Power Point, Word, Photo Shop
CRM Management
Gallup Strengths Finder Assessment 2015
Top Five Strengths , Frank Williams
Communication Belief
Restorative Empathy
Activator
Awarded rookie of the year in 2006
Achieved Presidents club multiple years
Earned trips to San Diego & Cabo San Lucas, Mexico.
Roseville Ca 95747  (916) 298-6463  wms7@sbcglobal.net
Frank Williams
Roseville Ca 95747  (916) 298-6463  wms7@sbcglobal.net

2016 Res AAA

  • 1.
    Roseville Ca 95747 (916) 298-6463  wms7@sbcglobal.net Frank Williams Roseville Ca 95747  (916) 298-6463  wms7@sbcglobal.net Career Objective Sales professional with over twenty years of success. Experienced in sales, sales management, customer service and marketing. Focused on net business growth. Core Competencies  Customer Service  Communication  Detailed and Organized  Relationship selling Professional Experience Acosta Sales & Marketing  Customer service  Territory Management American Family Life Assurance Company, AFLAC Licensed Agent  Manage and provide customer service for new and existing business  Business to Business relationship acquisition  Group presentation and enrollment AAA Insurance, NCNU SSA , Sales & Service Associate  DMV Transactions  Cash Management  Quoting new business (Personal Lines)  Auto Endorsements, adding and removing vehicles , drivers, SR22  Homeowners Endorsements, renters and dwelling. Coverage evaluation, addition of personal articles riders, etc.… **Current Licenses, California Property and Casualty agent/broker California Life Health & disability Harrison Companies, Columbus Life Insurance Co Associate Agent  Mortgage protection Insurance  Universal Life, Whole Life Merchant Services, Payment Processing Account Executive 1999-2013 WorldPay US  Boarded 60 new merchants in first six months  E2EE End to End encryption and PCI compliance  Pursue leads through Chamber of commerce, leads groups, cold calling, etc...  Pursue new business / grow personal portfolio  Manage CRM system Wells Fargo Merchant Services Payment Processing Direct Independent contractor  Maintain Master agent/sub agent training, hiring, goal setting.  100% self-sourced  Pursue leads through Chamber of commerce, leads groups, cold calling, etc...  Pursue new business / grow personal portfolio  Manage customer service issues with existing customers. First Data Merchant Services Walnut Creek, CA  100% Plan achievement every year possible
  • 2.
    Roseville Ca 95747 (916) 298-6463  wms7@sbcglobal.net Education Additional Skills Personality Strengths Awards and Honors  Represented several alliances, Banks, and associations. California Association of College Book Stores, Association of Retail Tire Stores, California organization of Ophthalmologist.  Pursue leads through Chamber of commerce, leads groups, cold calling, etc...  Valutec & FDMS gift card, custom and standard programs.  Telecheck Sales to plan achievement Kaplin University Property and Casualty License Courses , Licensed AD Banker Life, Health, Disability Courses , Licensed Chabot College Business Courses PSSIII Professional sales training Proficient in Microsoft Office, Excel , Power Point, Word, Photo Shop CRM Management Gallup Strengths Finder Assessment 2015 Top Five Strengths , Frank Williams Communication Belief Restorative Empathy Activator Awarded rookie of the year in 2006 Achieved Presidents club multiple years Earned trips to San Diego & Cabo San Lucas, Mexico.
  • 3.
    Roseville Ca 95747 (916) 298-6463  wms7@sbcglobal.net Frank Williams Roseville Ca 95747  (916) 298-6463  wms7@sbcglobal.net