Bob Crandall Email and Phone Number
Bob Crandall work email
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Bob Crandall personal email
Experienced Representative with a demonstrated history of working as a Wholesaler, Financial Advisor, and in the Insurance Industry. Strong professional skilled in Sales, Commercial Insurance, Retirement Planning, Insurance, and General Insurance.
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Associate Vp National Ria Accounts, Sales, NorthwestCapital Square Sep 2024 - PresentNewport Beach, California, United States
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Associate Vice President At Bluerock Capitol MarketsBluerock Capital Markets Feb 2022 - Sep 2024Newport Beach, California, United States -
DmdValuteachers, Inc. Jul 2021 - Feb 2022United States -
Owner Robert Crandall Farmers Insurance AgencyFarmers Insurance Jul 2018 - Jun 2021Lakewood, CaliforniaIncrease sales through consultative-sales practices to identify opportunities -
Reserve AgentFarmers Insurance Mar 2017 - Jul 2018Long Beach, Ca
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Benefits AdvisorAflac Jun 2017 - Sep 2020Los Alamitos, California• Prospect for business owners to provide voluntary benefits and increase sales. • Recruit and Develop new broker agents and career agents to work with and sell AFLAC. • Manage agents for enrollments and enroll employees. Continued servicing of customers. • Conduct employer meetings to offer AFLAC to employees. • Assist broker agents with all questions and train them with sales techniques and sales ideas. • Manage brokers and follow up with them for increased ongoing sales. -
Regional Director-External WholesalerLiberty Mutual Insurance Mar 2006 - Mar 2016Southern California, Arizona, Colorado, Utah, Idaho And WyomingTeach and train bank reps on how to prospect for and close business with their clients.Increase production and new rep count for the banks.Made sales and closed business for reps at client meetings.Generate increased sales in my territory with new and existing reps.Provide training and support to reps.Perform client seminars and National Sales Conference meeting presentations. -
Senior Internal WholesalerPacific Life Jun 2000 - Mar 2006Newport Beach, CaMVP-Internal Wholesaler of the Year.100% club for 6 years in a row in all territories I was responsible for.Most business commitments in the department.Schedule appointments in the region for RVP/FW at more than 150% of goal.Conduct profile calls to qualify registered representatives in my region exceeding 110% of goal.Preparing historical illustrations, Morning star reports and doing competitive analysis.Develop and provide sales ideas, marketing materials, articles and handle problem resolution.Presentations to Internal Wholesaler’s and management on a regular basis. Presentations to reps at due diligence meetings, B/D conferences and on trips to my territory. Increased annuity production in my assigned regions by making outbound marketing calls.Ongoing professional development utilizing sales training classes, articles and readings. -
Compliance ExaminerFinancial Network Investment Corporation May 1998 - May 2000Torrance, CaWork with OSJ managers on a daily basis to achieve compliance goals.Conduct branch reviews in the field and follow-up on findings.Perform presentations on compliance objectives for OSJ field office personnel.Review financial plans; make comments and recommendations for the advisors.Point of contact for field office questions concerning compliance. Responsible for dissemination of this information to all field offices that may have similar issues.Counsel on NASD advisory messages, fingerprint reports and review discretionary accounts. Handle customer complaints with letters to the NASD and client follow-up.
Bob Crandall Skills
Bob Crandall Education Details
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Business-Marketing With Small Business And Entrepreneurship
Frequently Asked Questions about Bob Crandall
What company does Bob Crandall work for?
Bob Crandall works for Capital Square
What is Bob Crandall's role at the current company?
Bob Crandall's current role is Working with financial professionals on investment strategies..
What is Bob Crandall's email address?
Bob Crandall's email address is bo****@****ers.com
What schools did Bob Crandall attend?
Bob Crandall attended California State University-Dominguez Hills.
What skills is Bob Crandall known for?
Bob Crandall has skills like Customer Service, Insurance, Retirement Planning, General Insurance, Investments, Sales, Financial Services, Life Insurance, Commercial Insurance, Financial Planning, Retirement.
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Bob Crandall
Beatrice, Ne -
1surewest.net -
1pacbell.net -
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