Robert Holt, Clu, Chfc, Casl Email and Phone Number
Robert Holt, Clu, Chfc, Casl work email
- Valid
Robert Holt, Clu, Chfc, Casl personal email
With over 20 years of experience in the insurance industry, I have developed a deep expertise in sales and marketing, sales leadership, sales and new business operations, and business development. I hold the Chartered Life Underwriter, Chartered Financial Consultant, and Chartered Adviser for Senior Living designations from The American College of Financial Services.Some of my key roles include overseeing the development and marketing of carrier products and services to the independent insurance agent community, leading sales and marketing operations including insurance sales, advertising, and sponsorships. I also direct and coordinate revenue goals, and advocate for increased adoption of insurance products. Some of my key accomplishments include growing premium revenue by 10% in the most recent year-over-year, implementing a robust data analytics program to optimize the marketing spend and increase conversion ratios and sales, and increasing new customer Net Promoter Score to industry leading levels. I am highly motivated to optimize employee engagement and grow revenue to achieve organizational goals and strategic objectives
5Star Life Insurance Company
View- Website:
- 5starlifeinsurance.com
- Employees:
- 83
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Vice President, Worksite Sales5Star Life Insurance CompanyWashington, Dc, Us
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Vice President, Products & ServicesNational Association Of Professional Insurance Agents Aug 2021 - Feb 2024-Spearheaded strategic relationships with insurance carriers and insurtech firms, promoting the independent agent distribution model.-Orchestrated the development and marketing of carrier products, ensuring alignment with the needs of the independent insurance agent community.-Led sales and marketing operations, driving revenue through insurance sales, advertising, and sponsorships.-Successfully met association revenue goals by coordinating and directing various initiatives. -
Vice President, Business DevelopmentIndependent Insurance Agents And Brokers Of America Oct 2019 - Aug 2021Alexandria, Virginia, Us-Led the establishment of solid relationships with carriers to promote product distribution within the independent insurance community.-Pioneered effective marketing strategies and opportunities, ensuring the successful growth of the Trusted Choice platform.-Achieved strategic planning, budgeting, and forecasting of sales and marketing initiatives, stimulating a consistent growth trajectory.-Facilitated compliance with state suitability regulations, boosting the sale of life and annuity products. -
Vice President, SalesNavy Mutual Aid Association Jul 2016 - Jul 2019Arlington, Va, Us-Directed sales initiatives for a military-focused life insurer, overseeing business development and new business operations, with emphasis on life insurance, annuities, and military benefits counseling.-Employed rigorous market analysis to identify growth opportunities and strategize sales directions.-Achieved a 10% year-over-year growth in premium revenue, by effectively managing new business operations and maximizing customer loyalty.-Enhanced conversion ratios and sales through the implementation of a robust data analytics program, targeted at optimizing marketing spend -
Director, SalesNavy Mutual Aid Association Jan 2012 - Jun 2016Arlington, Va, Us-Oversaw sales operations, driving strategic planning and staff development initiatives in a military-focused insurance association.-Pioneered the design and implementation of a new participating whole life insurance product, ensuring optimal performance.-Boosted premium growth by 5.8% year-over-year through meticulous coordination and execution of sales strategies.-Successfully managed sales department budgets on a quarterly and annual basis, contributing to the overall financial health
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Sales ManagerNavy Mutual Aid Association Aug 2009 - Dec 2011Arlington, Va, Us-Spearheaded a team of 14 representatives in a competitive life insurance and annuity sales environment, focusing on military benefits and financial planning.-Strategically analyzed operational records and forecasts to drive sales and enhance profitability.-Facilitated comprehensive training for new team members, fostering a culture of knowledge and high performance.-Successfully resolved escalated customer issues, contributing to improved customer satisfaction and loyalty.
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Sales ExecutiveNavy Mutual Aid Association Jun 2005 - Jul 2009Arlington, Va, Us-Provided comprehensive insurance and financial guidance to active and retired military service members, handling duties such as quote calculation and policy planning.-Successfully generated leads through strategic avenues such as referrals, database mining, and proactive cold calling.-Achieved an impressive average of 20 new sales every week, showcasing strong closing skills and product knowledge.-Capitalized on walk-in opportunities, effectively converting prospective policyholders into committed clients through tailored benefit planning.
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Sales AgentReliaquote May 2002 - Jun 2005-Spearheaded the identification and solicitation of sales prospects within agency databases, emphasizing the provision of exceptional customer service.-Implemented strategic consultative sales techniques daily, ensuring successful finalization of sales and collection of required deposits.-Executed precise insurance quote calculations, fostering customer knowledge enhancement through the education on various insurance options.-Achieved high customer satisfaction by tracking and diligently following up on unresolved issues.
Robert Holt, Clu, Chfc, Casl Skills
Robert Holt, Clu, Chfc, Casl Education Details
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Kellogg Executive EducationSales And Marketing Operations/Marketing And Distribution Teacher Education -
The American College Of Financial Services
Frequently Asked Questions about Robert Holt, Clu, Chfc, Casl
What company does Robert Holt, Clu, Chfc, Casl work for?
Robert Holt, Clu, Chfc, Casl works for 5star Life Insurance Company
What is Robert Holt, Clu, Chfc, Casl's role at the current company?
Robert Holt, Clu, Chfc, Casl's current role is Vice President, Worksite Sales.
What is Robert Holt, Clu, Chfc, Casl's email address?
Robert Holt, Clu, Chfc, Casl's email address is rh****@****ual.org
What schools did Robert Holt, Clu, Chfc, Casl attend?
Robert Holt, Clu, Chfc, Casl attended Kellogg Executive Education, The American College Of Financial Services.
What skills is Robert Holt, Clu, Chfc, Casl known for?
Robert Holt, Clu, Chfc, Casl has skills like Insurance, Salesforce.com, Account Management, Marketing Strategy, Strategic Planning, Email Marketing, Direct Sales, Lead Generation, Sales Operations, Business Development, Leadership, Program Management.
Who are Robert Holt, Clu, Chfc, Casl's colleagues?
Robert Holt, Clu, Chfc, Casl's colleagues are Cari Brundage, Syafiq Adri, Bardhyl Shabani, Alexander Kuys, Joshua Lehn, Mba, Boom Lim.z, Vivek Rajak.
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