William Milwee
Financial Economics, Public Policy, Insurance Broker, D2D Sales
- Role
- Sales Manager at Polaris Financial Services
- Location
- Phoenix, AZ, US
- LinkedIn followers
- 500 followers
Experience
Sales Manager
Feb 2025 — Present · Scottsdale, AZ, US
Promoted to sales manager within 60 days based on consistent top-tier production and contributions to agent development and systems infrastructure. Actively collaborate across Polaris and affiliated partner agencies to scale sales operations, recruit high-performing agents, and implement CRM-driven strategies that support long-term retention and growth.Highlights:$11K A/P written in week one; maintained elite-level production across multiple monthsProvide hands-on mentorship and performance coaching to agents across teamsWork closely with agency leaders to align team-building strategies and operational efficiency
Education
Southern Methodist University
Bachelor of Science - BS , Financial Economics (BS) & Public Policy (BA)
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