William Ellis
About William Ellis
William Ellis serves as the Sales Director for Brokerage Life Sales at Mutual of Omaha, where he has worked since 2015. He has a background in business development and financial analysis, having held positions at Post Advisory Group, Bank of America, and Advantage Insurance Network.
Work at Mutual of Omaha
William Ellis has served as the Sales Director for Brokerage Life Sales at Mutual of Omaha since 2015. In this role, he manages a team that is responsible for sales and wholesaling across a platform of twelve insurance carriers. His responsibilities include establishing and implementing daily, weekly, quarterly, and annual goals for the sales team to achieve production and strategic objectives.
Previous Experience in Financial Services
Before joining Mutual of Omaha, William Ellis held several positions in the financial services industry. He worked at Advantage Insurance Network as the Head of Wholesaling Services from 2007 to 2015. Prior to that, he was a Senior Product Development and Financial Analyst at Bank of America from 2005 to 2006. He began his career as a Business Development Analyst at Post Advisory Group from 2004 to 2005.
Education and Expertise
William Ellis earned a Bachelor of Science degree in Engineering Science from Vanderbilt University, where he studied from 1996 to 2000. His educational background provides a strong foundation for his roles in sales and financial analysis, contributing to his expertise in developing strategic direction and actionable goals within organizations.
Leadership and Strategic Development
In his previous role at Bank of America, William Ellis developed strategic direction for the AIN Leadership Council. He focused on streamlining broad objectives into actionable goals, demonstrating his capability in leadership and strategic development. His experience in these areas has been integral to his success in managing sales teams and achieving organizational objectives.