Robert Engelhardt Email & Phone Number

New Orleans, Louisiana, United States

Top salesperson 2022 for entire New Orleans Metro-market out of 40 salespeople and ranked #1 in sales out of nearly 300 salespeople for entire "Major West" Sales Division (Houston, Dallas, Seattle, Las Vegas, Phoenix, Chicago and New Orleans). "Million dollar" plus producer again in 2023. Sell cemetery property and pre-arranged funeral plans (Life.

New Orleans, Louisiana

Trade futures and options contracts on equities, bonds, currencies and commodities on behalf of myself and my business partner.

• Successfully lead and motivated team of salespeople during a season of unprecedented industry turmoil.
• Implemented entirely new approach to sales management role including improved territory compensation plans, fostered a team environment and created a true franchise approach to each region.
• Using feedback from the field, worked with product development to bring a multi-strategy in a single unit-trust solution to market.

• Responsibilities include developing and maintaining relationships with financial advisors and RIAs through proactive sales calls with the objective of increasing sales. These efforts contributed to the quadrupling of.
• Creating quality product/sales ideas and communicating them to all Financial Advisors, RIAs and regional contacts in the 3 sales territories covered: New England, Southern California/Arizona, Wisconsin and Illinois.
• Providing first-rate service and answers for Financial Advisors, RIAs and retail clients regarding Claymore products and the market in general. This has included traveling to meet with $1.1 billion dollar RIAs, hosting.

Bs, Finance

International Business

Angers, France