We found the following information about Josh Willink at Independent Insurance, where this professional has worked as a Insurance Professional since 2010. Josh's total work experience is over five years, during which time Josh Willink had at least five jobs at different companies to develop professional skills. Josh studied at the Davenport University from 2012 to 2014. This person received the following certifications: General Securities Representative - Series 7, Uniformed Combined State Law - Series 66, and Life, Accident and Health Insurance Producer. Currently, Josh lives in Scottsdale, Arizona. You can contact with Josh by searching for phone number or email or find exhaustive information by requesting access to this professional's further details.
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Joshua Willink
Last updated May 21, 2024
Contact Information
Workplace
Colleagues
Work History
Insurance Professional
Conshohocken, PA
Generating business and sales through independent lead sources
Creating and implementing a business model to succeed in the independent insurance field
Scheduling appointments and followi...
Aug 2010 — Jan 2014
Director of Marketing
13710 Struthers Rd SUITE 115, Colorado Springs, CO 80921
Some of my responsibilities include:
Managing the corporate marketing team for both Summit Wealth Group and Summit Accounting Solutions through effective communication, delegating tasks an...
from Jan 2014
Tax Preparer
1716 Corporate Landing Pkwy, Virginia Beach, VA 23454
Preparing income tax returns for individuals and small-business owners
Providing counsel to clients in regards to tax codes and appropriate deductions
Advising clients on current tax laws...
Jan 2013 — Apr 2013
Financial Planning Intern
2910 Lucerne Dr southeast, Grand Rapids, MI 49546
Worked under and provided direct administrative support to a Certified Wealth Manager
Assisted in client account management and meeting preparations
Assisted in use of software and techno...
May 2012 — Sep 2012
Bankruptcy Financial Counselor
5750 Major Blvd SUITE 175, Orlando, FL 32819
Provided professional financial planning advice to clients going through the bankruptcy process
Guided clients through the pre-filing bankruptcy program and budget building process
Helped...
Jun 2009 — Jul 2010
Education
Occupations
Executive
Marketing Director
Insurance Agent
Insurance Professional
Artist
Model
Accountant
Finance and Accounting Specialist
Marketer
Brand Planner
Designer
Graphic Design Specialist
SEO Specialist
Photographer
Video Editing Professional
Chief Executive
Underwriter
Accounting Bookkeeper
Bookkeeper
Brand Representative
Marketing Manager
Graphic Designer
Web Marketer
Video Editor
Skills
Life Insurance
Strategic Financial Planning
Insurance
Sales
Health Insurance
Customer Service
Marketing
Finance
Personal Finance
Personal Budgeting
Tax Returns
Budgets
Retirement Planning
Medicare
Tax Preparation
Baseball
Microsoft Office
Banking
Student Financial Aid
Client Counseling
Photography
Videography
Portrait Photography
Event Photography
Basketball
Football
Office Administration
Research
FAQs about Josh Willink
What is the main profession of Josh Willink?
Josh Willink is a Director of Marketing.
What are the profession of The professional?
These person's professions are Executive and Marketing Director
Where does Josh Willink currently live?
Josh lives in Scottsdale, Arizona.
How many companies did Josh Willink work at?
Josh Willink worked at five jobs.
Where has Josh Willink studied?
Josh studied at the Davenport University from 2012 to 2014.
What are the certifications of Josh Willink?
This professional received the following certifications: General Securities Representative - Series 7, Uniformed Combined State Law - Series 66, and Life, Accident and Health Insurance Producer.
What is professional industry that Josh Willink is connected to?
This person works in Financial Services industry.
What are the skills of Josh Willink?
Josh has the following skills: Life Insurance, Strategic Financial Planning, Insurance, Sales, Health Insurance, Customer Service, Marketing, Finance, Personal Finance, and Personal Budgeting.