Bob Bielecki Email & Phone Number

Cornelius, NC, US

Indianapolis, Indiana, US

Working to expand the sales footprint for annuities through strong coaching and guidance.

Cornelius, NC, US

Teaming with the President Of Sales to coach the 50 plus (and growing) sales professionals to next level success.

Indianapolis, IN, US

Hired to cover NC and VA financial intuitions. 3 months in territory realignment due to channel consolidation shifted to banks and B/D in SC and TN.Sold Asset Care and PPA through its multiple funding sources.Maintained #5 in the company vs goal during the pandemic.Clients included Raymond James, 5/3, LPL, Wells Fargo, Stifel, Janney, Synovus, and others.

Boston, MA, US

Responsible for the NC and SC financial institutions selling of Liberty’s annuity lineup as well as their insurance products. Territory had a strong focus on the SPL product Estate MaximizerClients include 5/3, TD Bank, Regions, Wells Fargo, FNB, PNC, Sun Trust, Synovus and others

Responsible for the national RIA marketplace for this start up third party marketerDistribution included Nationwide and Athene index annuity lineup as well as the IUL from Minnesota life

Responsible for selling AXA’s annuity line and services to NC/SC wires and financial institutions Clients included Merrill Lynch, Wells Fargo, CUSO, Morgan Stanley, BB&T, First Citizens, RJ, UBS, LPL, and others.

Birmingham, Alabama, US

Sold Protective’s annuity lineup and services within the independent channel for North and South Carolina. Clients included UBS, RJ, NFP, FSC, LPL. Doubled production from prior year, 2011. Accomplished in a highly branded competitive territory despite Protective’s lack of name recognition.171% growth from year prior in 2012 was achieved by being focused.

San Diego, CA, US

• Responsible for sales of annuity products nationally Worked with product partners to develop synergistic relationships. Motivated and presented to the ever growing number of independent LPL financial advisors, while.
• Exceeded 2008 goal by 22%; Exceeded 2009 goal by 42%; Exceeded 2010 goal by 15%.
• Gained mindshare of financial advisors by continually showing them the opportunity, sales tools, and resources available to them to grow their annuity business.
• Led corporate initiative, providing due diligence on carriers, updated and created tools for the website, approved and monitored product lineup during challenging market environment.

Wholesaled AIG annuities to the BD channel for NC/SC

US

Conceived, and executed the marketing strategy for this highly customized fixed income separately managed account firm. Maintained $2 billion in AUM under extreme conditions for Fixed Income.

Boston, MA, US

Covered Wisconsin and Illinois Awarded Internal Wholesaler of the Year in the PCG channel, 2001