logo
Keep in touch with meI'm using Intch to connect with new people. Use this link to open chat with me via Intch app
Work Background
Financial Professional
Prudential LifeFinancial Professional
Oct. 2022 - Aug. 2024United States, Anderson• Worked closely with current clients and new prospects to help them develop a financial plan to reach their dreams and goals. • Attended seminars and workshops to increase my skills within the Prudential system
Agency Manager
Western & Southern Financial GroupAgency Manager
Jun. 2019 - Oct. 2022United States, Greenville● Managed 10 team members across 2 departments, resulting in an approximate 80% increase in annual revenue year to year. ● Complied with FINRA and Insurance laws and funding requirements at each level of government from local to federal. ● Directed management meetings to enhance collaboration and maintain culture based on trust and group problem-solving. ● Interviewed and hired strong candidates for team openings, using newspapers, job boards and social media to find applicants. ● Managed, trained, and motivated Financial Reps and Staff Managers to continuously improve knowledge and abilities in the Financial Services field.
Associate Director
TransamericaAssociate Director
Apr. 2016 - Jan. 2019United States, Greeneville● Managed staff performance of staff by proactively addressing deficiencies and training weaknesses. ● Established performance goals for employees and provided feedback on methods for reaching those milestones. ● Set aggressive targets for employees to drive company success and strengthen motivation. ● Planned, created, tested, and deployed system life cycle methodology to produce high quality systems to meet and exceed customer expectations. ● Coached staff on daily performance and conducted evaluations to constructively address concerns
Sales Manager
Baltimore LifeSales Manager
Nov. 2013 - Apr. 2016United States, Greeneville● Handled customer relations issues, enabling quick resolution and client satisfaction. ● Held weekly meetings with Agents to identify techniques to overcome sales obstacles. ● Coached employees in successful selling methods and encouraged cross-selling to drive revenue. ● Identified, hired and trained highly qualified staff by teaching best practices, procedures and sales strategies
Agency Development Manager
Colonial LifeAgency Development Manager
Oct. 2011 - Nov. 2013United States● Attended seminars, conferences and organizational activities to maintain management expertise. ● Approved staff hiring, termination, promotions and department transfers. ● Managed staff performance of staff by proactively addressing deficiencies and training weaknesses. ● Complied with Insurance laws and funding requirements at each level of government from local to federal. ● Effectively supervised staff implementing company policies, protocols, work rules and disciplinary action.
Independent Insurance Agent
Creative Benefit SolutionsIndependent Insurance Agent
Jan. 2002 - Dec. 2007United States, Anderson● Called potential customers daily to expand customer base. ● Determined client needs and financial situations by listening to and scheduling fact-finding appointments. ● Explained features and benefits of policies to customers to help.
Intch is a Professional Networking App for the Future of Work
300k+ people
130+ countries
AI matching
See more people like Robert on Intch
Sales & BizDev
135583 people
16
Pharma and healthcare analysis
15
Desk Manager @ GFI Group
25
Managing Director @ BME Group
Sales & BizDevBusiness Development Manager
33772 people
16
Pharma and healthcare analysis
18
Business Development Manager @ Bluecorp SRL
23
Entrepreneur @ Self-Employed