Bob Phillips Email and Phone Number
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Specialize in building & developing successful Sales and Marketing platforms and teams in the financial services and insurance industries. Consult on building, distributing & recruiting, merging, and managing distribution channels. Development and growth of traditional and alternative distribution channels and networks. B2C, D2C, B2B platforms, Variable, Index and hybrid Products, Distribution in multiple channels and channel platforms.Distribution, marketing and operational experience in Independent, Bank, RIA & Broker-Dealer, 501(c)3s and Career Channels. FINRA Arbitrator and Industry Panel Chairman (since 1995)FINRA series 7, 24, 65, 63, 22 Life & Health License- All 50 states, DC & PR
Wea Member Benefits (Retirement And Insurance Programs For Wisconsin Public Scho
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- weabenefits.com
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- 68
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Wea Member Benefits (Retirement And Insurance Programs For Wisconsin Public SchoMadison, Wi, Us
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Executive-Vp Of Sales And MarketingWea Member Benefits (Retirement And Insurance Programs For Wisconsin Public School Employees) Feb 2019 - PresentMadison, Wi, UsAs a member of the Executive team, I work with all of our team members in Sales, Distribution and Marketing. I am tasked with growing our current retirement. investment and insurance business to go deeper and building platforms out of state to go wider. Also charged with distributing our current and ancillary product lines to market through multiple channels and distribution strategies. Additional responsibilities include strategic planning, business planning and execution, development of goals, budgets, training, distribution, marketing and communication. WEA Member Benefits has been helping Wisconsin public school employees achieve their financial goals for 50 years by providing personal insurance and retirement and investment programs that are designed with unique qualities that set us apart from other commercial providers.We operate as a trust that reinvests our profits/surplus back into programs that benefit participants. We have no shareholders. This allows us to focus on meeting the needs of those we serve with high quality products that are competitively priced rather than increasing profits.Outstanding customer service is what you can expect from Member Benefits. In fact, we have one of the highest customer retention and satisfaction rates in the industry with over 80,000 clients and over $5.4 Billion in managed assets.
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ArbitratorFinra Mar 1996 - PresentWashington, District Of Columbia, UsFinra Arbitrator and Panel Chairman- Industry Representative -
Board Member & Founding PrincipalUsap- Us Annuity Partners Apr 2013 - Dec 2019USAnnuity Partners (USAP) is a nationally recognized annuity wholesaling company serving the Financial Institution and Broker-Dealer communities. USAP has built multiple new innovative annuities for the bank, RIA & BD channels, as well as niche markets.
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FounderAlternative Brokerage Oct 2012 - Jul 2019As founder and President/CEO of a national IMO/NMO, Alternative Brokerage brought extensive experience in working with Broker-Dealers, Banks & Credit Unions, traditional producer groups and Registered Investment Advisers (RIAs) as they expanded their product offering to include fixed, indexed and alternative/hybrid products.
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Board Of Directors/ Chairman Of The BoardNafa (National Association For Fixed Annuities) Aug 2006 - Dec 2018Washington, D.C., UsBoard of Directors 2010-2015 NAFAPast Chairman, Vice Chairman, Operations Chair, IMAC MemberAided in establishment of The Society for Annuity Facts & Education (SAFE), Inc. and its mission to raise awareness and provide the public with reliable information about annuities. Organized By NAFA (National Association for Fixed Annuities) as a 501(c)3 nonprofit, educational association, SAFE’s primary focus is to provide factual information about the benefits, features and uses of annuities to American consumers. -Served on SAFE Board of Directors 2012, 2018-2019 -
Member Board Of DirectorsIalc 2011 - 2013Bismarck, North Dakota , UsIndex Annuity Leadership Council (IALC) promotes the value of Indexed products to consumers, the marketplace and industries.I served on the Board of directors as the National Association for Fixed Annuities (NAFA) representative. -
President, Cmo Of Eca MarketingNfp Aug 2006 - Dec 2012New York, New York, UsI served as the President and CMO for ECA Marketing, an acquired division of National Financial Partners, ECA is a National Annuity and Life Marketing Organization doing business in all 50 states and several U.S. territories. From 2006 through 2012, ECA Marketing produced over $4 Billion in Fixed Annuity Premium and $180 million in Life Premium. DNA Brokerage, an Annuity IMO based in West Des Moines, IA was acquired in January of 2007. Also purchased Senior Marketing Service and several smaller agencies and AFMOs. During my tenure, we grew EBITDA to $10.7 million from 3.5 million. -
Board Of Directors- Nfp Life BrokerageNfp Jan 2007 - Dec 2011New York, New York, UsNational Financial Partners Life Brokerage (NFPLB) Board of Directors.Group of Member Firms represented 40% of NFPs total annual Life insurance ($600+ Million) sales and all of their annual Fixed Annuity production ($1.5 Billion) premium.Also, set up and served on NFP Foundation Board
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National Sales Director, Independent Brokerage (Bga) & Nq/Exec Benefits DivisionsPrincipal Financial Group Jul 2003 - Aug 2006Des Moines, Iowa, UsBuilt-out and managed the Brokerage (BGA) wholesaling platform and Non-Qualified (COLI) wholesaling platform for multiple distribution channels. Managed 47 external wholesalers and 17 support personnel throughout the US. -
Dvp/Rvp/ WholesalerAmeritas. Ge Financial And Mainstay Funds Group 1994 - 2003
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Stock Broker, Financial Planner, RiaLegg Mason, Phillips & Associates (Dba Financial Planning Svcs. International 1985 - 1994
Bob Phillips Skills
Bob Phillips Education Details
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Virginia TechBiological Sciences -
Heriot-Watt University, Edinburgh Business SchoolMba Curriculum- Distance Learning Program
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The American College Of Financial ServicesClu & Chfc Programs - 2022 Completion
Frequently Asked Questions about Bob Phillips
What company does Bob Phillips work for?
Bob Phillips works for Wea Member Benefits (Retirement And Insurance Programs For Wisconsin Public Scho
What is Bob Phillips's role at the current company?
Bob Phillips's current role is Executive-VP of Sales and Marketing, WEA Member Benefits | Finra Arbitrator.
What is Bob Phillips's email address?
Bob Phillips's email address is b_****@****msn.com
What is Bob Phillips's direct phone number?
Bob Phillips's direct phone number is +151549*****
What schools did Bob Phillips attend?
Bob Phillips attended Virginia Tech, Heriot-Watt University, Edinburgh Business School, The American College Of Financial Services.
What skills is Bob Phillips known for?
Bob Phillips has skills like Strategic Planning, Business Development, Sales Management, Business Planning, Business Strategy, Retirement Planning, Mergers And Acquisitions, Budget Management, P&l Management, Marketing, Financial Services, Change Management.
Who are Bob Phillips's colleagues?
Bob Phillips's colleagues are Kristina Schiller, Cap-Pm, Mos, Steve Bader, Shobi Samuel Crps, Beth Gold, Sarah Stender Errington (She/her), Vickie Yang, Rahul Gupta.
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