William Davis

About William Davis

William Davis is a sales representative with extensive experience in the financial services sector. He has worked at Mutual of Omaha since 2007 and holds multiple licenses, including Series 7 and 66.

Work at Mutual of Omaha

William Davis has been employed at Mutual of Omaha since 2007, where he holds the position of Sales Representative. His tenure at the company spans 17 years, during which he has contributed to various sales initiatives. Prior to his current role, he worked in sales at Mutual of Omaha for two years from 2007 to 2009. His extensive experience in the insurance and financial services sectors enhances his effectiveness in this role.

Education and Expertise

William Davis has a diverse educational background that includes studies at several institutions. He attended the Securities Training Corp, where he studied for the Series 7 and Series 66 licenses, achieving both in 2007. He also studied at the Fortune School of Real Estate, earning a Real Estate Broker designation from 1983 to 1987. Additionally, he pursued business studies at Coastal Carolina University from 1983 to 1986 and studied biology at Wofford College from 1980 to 1983. His educational qualifications support his expertise in sales and financial services.

Previous Work Experience

Before his long-term role at Mutual of Omaha, William Davis worked as a Financial Services Representative at MetLife Financial Services for one year, from 2009 to 2010. His earlier experience includes a two-year stint in sales at Mutual of Omaha from 2007 to 2009. This progression through various roles in sales and financial services has equipped him with a broad skill set relevant to his current position.

Licenses and Certifications

William Davis has achieved significant professional licenses that enhance his qualifications in the financial services industry. He obtained the Series 7 and Series 66 licenses, which are essential for individuals involved in securities trading and investment advisory services. These licenses were achieved after his studies at the Securities Training Corp from 2006 to 2007, showcasing his commitment to professional development in the field.

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