Hannah Willauer
Regional Director at Fidelity Investments | Kansas City Metropolitan Area
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Hannah Willauer currently serves as the Regional Director at Fidelity Investments, where she leverages her extensive experience in investment sales and client relationship management to drive growth and enhance client engagement across the Kansas, Kansas City, Nebraska, and Tulsa regions. Recognized as the Internal Wholesaler of the Year in 2014, Hannah has consistently demonstrated her ability to build strong partnerships and deliver tailored investment solutions that meet the diverse needs of her clients.
In her role, Hannah is responsible for overseeing a dynamic team of financial professionals, ensuring they are equipped with the latest market insights and product knowledge to effectively communicate Fidelity's value proposition. Her expertise in sales strategies, cold calling, and market research has been instrumental in expanding Fidelity's footprint in her territory. With a solid foundation in investment products, including mutual funds and retirement solutions, she adeptly navigates complex client inquiries and fosters trust through transparent communication.
Hannah's proficiency in utilizing tools such as Microsoft Office and her strong analytical skills enable her to conduct thorough market analyses, ensuring her team remains competitive in a rapidly evolving financial landscape. Her commitment to professional development and continuous learning is evident as she actively participates in industry conferences and workshops, further enhancing her knowledge of regulatory changes and emerging investment trends. As a dedicated leader, Hannah Willauer is not only focused on achieving sales targets but also on empowering her team to excel in delivering exceptional service to clients, ultimately contributing to Fidelity Investments' reputation as a leader in the financial services industry.
Regional Director at Fidelity Investments in March 2024 to Present
Regional Vice President Sales at Transamerica Capital Inc in November 2015 to March 2024
Internal Wholesaler at American Century Investments in July 2011 to November 2015
529 Sales Consultant at American Century Investments in January 2010 to June 2011
Direct Sales & Service at American Century Investments in February 2007 to January 2010
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Series 7
Salesforce.com
Sales
Cold Calling
Sales Prospecting
Microsoft Office
Microsoft Excel
Microsoft Word
Customer Service
PowerPoint
English
Windows
Research
Photoshop
Public Speaking
Mutual Funds
Investments
Series 63
Series 6
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Discover more about Fidelity InvestmentsWhat is Hannah Willauer email address?
Email Hannah Willauer at [email protected]. This email is the most updated Hannah Willauer email found in 2026.
What is Hannah Willauer phone number?
Hannah Willauer phone number is +19136171377.
How to contact Hannah Willauer?
To contact Hannah Willauer send an email to [email protected]. If you want to call Hannah Willauer try calling on +19136171377. (updated on October 30, 2024)
What is Hannah Willauer net worth?
Hannah Willauer has an estimated net worth of $250,000 to $374,999
What company does Hannah Willauer work for?
Hannah Willauer works for Fidelity Investments
What is Hannah Willauer's role at Fidelity Investments?
Hannah Willauer is Regional Director
What industry does Hannah Willauer work in?
Hannah Willauer works in the Insurance industry.
Hannah Willauer Email Addresses
Hannah Willauer Phone Numbers
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