Bobby Malick Email & Phone Number

Helping agents achieve total client engagement by aligning your ideal clients with your philosophy, planning strategy and process. While keeping you compliant, transparent and operating with full disclosure.ABOUT MEI partner with financial professionals who specialize primarily in income and retirement planning.I have been in sales, marketing and management for 20 years. For the last six years, I have focused on fixed-index, traditional fixed, and variable annuities, as well as life insurance. I pride myself on case design and product placement to better guide my advisors in developing a strong financial path for each individual client. I believe that, if I put the client’s needs first, the final result will be a win-win for everyone involved.I bring considerable experience to the table: five years as a wholesaler with AIG; two years as a fully licensed banker with Chase Bank; seven years as a sales manager, loan officer and licensed real estate agent for Bay Pacific; and four years as a loan officer, manager and licensed account executive for Planet Mortgage.I graduated from Robert Morris University in Pittsburgh with a bachelor’s degree in marketing and a minor in psychology.WHO BENEFITSAdvisors who want to grow their business and are open to new ideas about client acquisition, case design and improving client relations/retention. In addition, I want to keep my advisors up to date on current events in our industry, new products and educational programs while focusing on compliance in a post-D.O.L. world. I’m especially looking for advisors doing $1 million or more in fixed-index annuities annually.EXPECTED RESULTSMy job is to take as much pressure off advisors as possible and promptly provide the information and tools they need in day-to-day client interactions. In addition to helping with specific financial solutions for their clients, I also offer my advisors industry-leading practice-management strategies designed to continuously expand their businesses.

Listed skills include Investments, Series 63, Retirement Planning, Mortgage Lending, and 18 others.

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  Robert Morris University

  Marketing