Cheryl Williams

Passionate about helping families build generational wealth.

Role
Senior Manager at Experior Financial Group
Location
Charlotte, NC, US
LinkedIn followers
500 followers
General Business & ManagementView LinkedIn profile

Experience

  1. Senior Manager

    Experior Financial Group

    Oct 2018 — Present · NC, US

    Develop and maintain strong relationships with clients, providing personalized insurancesolutions based on their unique needs and risk profiles.• Drive sales growth through proactive prospecting, networking, and referrals, resulting inconsistent achievement of sales targets.• Conduct comprehensive policy reviews, identify coverage gaps, and make appropriaterecommendations to ensure clients are adequately protected.• Collaborate with underwriters and insurance carriers to negotiate competitive terms andpricing for clients.• Actively participate in industry events, conferences, and trade shows to stay updated onmarket trends and emerging insurance products.

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Cheryl Williams — Senior Manager at Experior Financial Group in Charlotte, NC, US | Unifers