William Banks in

William Banks

Critic · DISC type C
Financial Advisor at Bankers Life
📍 Wilmington, Delaware, United States

William Banks is a Financial Advisor at Bankers Life with over a decade of experience helping clients grow and protect their assets. He specializes in retirement income, Medicare, and legacy transfers for his community. William holds a Bachelors degree from The Pennsylvania State University and has a background in business management and marketing.

He has a keen interest in following market news and major technology trends. Based on his alma mater, he likely follows Penn State athletics. His career path shows a unique transition from skilled trades like construction and roofing into the financial services industry, demonstrating a diverse range of experience.

Unique fact: Despite his career in finance, he holds a Tugger and Switcher certification.

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Experience
19 Years
Current Role
Financial Advisor
Location
Wilmington, Delaware, United States
Personality Overview

How William shows up

Information Seeker
Critic
ROI Driven

It is very likely that they will negotiate pricing or other important terms. They prefer to analyze logically and value objective facts over emotions. Unless the value is proven by data, they are unlikely to value fancy features.

Priorities

Topics William cares about

Retirement Security
His professional focus is on helping people in the community plan for a "safe and happy retirement" through income and asset protection.
Financial Education
He focuses on educating clients about Medicare, Social Security, and how to manage their financial assets when leaving an employer.
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Career

Work history

2-2024
Financial Advisor
Bankers Life
7-2023 - 12-2023
Insurance Agent
State Farm
5-2020 - 1-2024
Service Technician
Bachman's Roofing, Building & Remodeling, Inc.
10-2019 - 5-2020
Construction Laborer
Reitz Construction
7-2019 - 10-2019
Management Trainee
84 Lumber
In the press

Media appearances

William Banks – Bankers Life Agent Profile. Featured in Bankers Life (Agents portal)
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Education
2004 - 2009
Bachelor's degree
The Pennsylvania State University
1999 - 2003
High School Diploma
William Tennent High School
Social presence
in
Behavioral profile

DISC profile (public)

C

Calculativeness (C)

Calculativeness (C) reflects the degree to which a person is likely to be cautious, systematic and analytical. Those scoring high tend to emphasise quality and accuracy.

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