Christopher Walmsley

NASD Series 7 Licensed, Ohio Life Health & Annuity License

Bankers Life & Casualty is a captive firm focused on the needs of seniors.  As an Agency Field Trainer, responsible for training and developing new agents, mostly inexperienced in the insurance industry.  Trained on sales techniques and insurance products, including health products such as Medicare Supplement insurance, Long-Term Care insurance, and Critical Illness insurance.

As the only financial adviser internally, was responsible for reviewing and discussing investment options via joint-work with agents.  Sold more than $1 Million annually in indexed-annuity sales.

FINRA Series 7 Licensed, Ohio Life Health & Annuity License

As Associate General Agent, second in charge of an insurance agency with multiple offices generating greater than one million dollars of annual insurance production.  Responsible for coordinating with underwriting, product development, and participating in firm-level relationship building with outside vendors.

Additional responsibilies include:

Director of Recruiting & Development - Developed and implemented sophisticated recruiting process from scratch.  Designed comprehensive training platform for both new and experienced insurance agents and financial advisers.  Built and installed an exclusive Referral-based introduction process that improved referral gathering firm-wide.

Personal Producer - Performed all aspects of a comprehensive personal practice, including direct sales of individual and group retirement products, permanent and term life insurance, individual stock and ETF portfolios, and a variety of business insurance products and strategies.

Studying for FINRA Series 66 License; Have begun studying for ChFC Certification.

NASD Series 7 Licensed, Ohio Life Health & Annuity License

Financial Adviser responsible for all aspects of building a comprehensive investment and insurance practice, including sales, prospecting, target marketing, product research, investment analysis, and prompt, courteous service.  Worked one-on-one with business owners and affluent families by providing financial strategies, estate planning, business planning, and wealth management.

NASD Series 6, 26 Licensed

Successfully managed three different teams with a variety of responsibilities throughout career at Nationwide.

As Manager of the Quality Control team, was responsible for a team with more than fifteen individuals that reviewed all fixed and variable annuity applications for completeness.  This requires extensive knowledge of "Good Order" requirements on both company and federal/state regulation levels.  Understanding of product, forms, systems, hiring/staffing, and employee development was required.  Improved and maintained quality levels exceeding 99%.

As Manager of the ANBAS Support team, was responsible for a team of twelve individuals that provided high-quality internal support to sales, call center, and operations.  Created team, recruited and developed personnel, developed systems and processes, and achieved high service levels.

As Manager of the NRS Support team, was responsible for high-level and thorough servicing of large deferred compensation plans at the participant level.  Registered Principal required to review all correspondence and materials.  Inspired team to significant increases in productivity and quality.

Having worked with Aaron on several occasions, we've developed a close relationship over the twelve years that we've known each other.

Larry and I worked together at Columbus Financial Group, and developed a solid relationship that continues, even though technically we are in direct competition with each other.

Became first from family to make it to college, studying for Computer Engineering.  Personal research indicated that PC hardware would become an opportunistic career choice.  Worked part-time to pay for school.

Due to the death of parent, was required to leave school to take care of aging grandmother.  In order to provide the necessary services she needed, began working full-time in retail sales to fulfill these financial/medical obligations.

Realized working in sales and directly with people, and ultimately supervising, was more of a passion than the technical aspects of computer engineering.  Switched focus to studies on business.  Never quit learning, absorbing books and a variety of studies in the areas of business, finance, and leadership.

Desiring to achieve MBA, enrolled with a leading and accredited online university to begin and ultimately complete a lifelong dream of having a Master's degree.