Years of experience: 39

Business Owner๐Ÿงจ Consulting๐Ÿ SportsInvestment OfficerFinancial AnalystSales Manager

Trust Score

Exceptionally trusted; proven professional excellence.

80%
Robert's Career Path
Financial ProfessionalOct. 2022 -
Aug. 2024
Prudential LifeFinancial Professional
United States, Andersonโ€ข Worked closely with current clients and new prospects to help them develop a financial plan to reach their dreams and goals. โ€ข Attended seminars and workshops to increase my skills within the Prudential system
Agency ManagerJun. 2019 -
Oct. 2022
United States, Greenvilleโ— Managed 10 team members across 2 departments, resulting in an approximate 80% increase in annual revenue year to year. โ— Complied with FINRA and Insurance laws and funding requirements at each level of government from local to federal. โ— Directed management meetings to enhance collaboration and maintain culture based on trust and group problem-solving. โ— Interviewed and hired strong candida...
Associate DirectorApr. 2016 -
Jan. 2019
TransamericaAssociate Director
United States, Greenevilleโ— Managed staff performance of staff by proactively addressing deficiencies and training weaknesses. โ— Established performance goals for employees and provided feedback on methods for reaching those milestones. โ— Set aggressive targets for employees to drive company success and strengthen motivation. โ— Planned, created, tested, and deployed system life cycle methodology to produce high qualit...