Robert (Bob) Mitton

Robert (Bob) Mitton Email and Phone Number

CDFA®, Wealth Management Advisor and Senior Retirement Planning Specialist @ Savannah Wealth Group
Bluffton, SC, US
Robert (Bob) Mitton's Location
Bluffton, South Carolina, United States, United States
Robert (Bob) Mitton's Contact Details
About Robert (Bob) Mitton

My passion for the last 20 years has been to help financial advisors become more successful in solving the challenges they face in their practice and those that their clients face when working to achieve their goals, pursue their passions and dream bigger dreams. I love to challenge conventional thinking, by getting my clients and colleagues out of the "box" to solve the puzzles of today and anticipate what is coming tomorrow. If you are interested in seeing what I can do for you, do not hesitate to reach out!303-775-4135

Robert (Bob) Mitton's Current Company Details
Savannah Wealth Group

Savannah Wealth Group

View
CDFA®, Wealth Management Advisor and Senior Retirement Planning Specialist
Bluffton, SC, US
Employees:
1216
Robert (Bob) Mitton Work Experience Details
  • Savannah Wealth Group
    Cdfa®, Wealth Management Advisor And Senior Retirement Planning Specialist
    Savannah Wealth Group
    Bluffton, Sc, Us
  • Brighthouse Financial
    Regional Vice President Of Sales
    Brighthouse Financial Jan 2017 - Present
    Greater Philadelphia Area
    - Consistently grew sales of RILA, Variable, and Indexed Annuities through trusted partnerships with Advisors- Leveraged my marketing, strategic and analytical experience to help advisors become more efficient, better marketers, and ultimately helped them grow their practices- Constant pursuit to use data and process improvement to create a more efficient territory - Coached my peers to help them be the best they can be- Have fun every single day!
  • Metlife
    Regional Sales Vice President
    Metlife Apr 2016 - Dec 2016
    Pennsylvania
  • Jackson
    Avp - Marketing & Investment Product Strategy
    Jackson Nov 2012 - Feb 2016
    Denver, Co
    Brand owner responsible for leading and providing direct oversight to teams dedicated to developing and furthering the strategic marketing direction for the firm's flagship annuity product lines. Served as a strategic conduit to organizational company stakeholders to further the firm's success by preparing and innovating processes, tactics and strategies for changes in consumer and advisor engagement behaviors, as well as regulatory changes. Developed and road tested digital marketing programs, championing the results and supporting data to influence the future of the partnership that exists between sales and marketing, as well as the larger organization
  • Metlife
    Senior Manager Of Annuity Product Strategy
    Metlife Jul 2010 - Nov 2012
    Greater New York City Area
    - Drove thought leadership and strategies as the channel approached the retirement income planning market.- Provided unique field experience perspective during new product development, launches, and implementation.- Designed and implemented channel wide virtual training system surrounding annuity product offerings and sales concepts.- Managed Annuity Advisory Council and provided strategic direction to council efforts and objectives.
  • Metlife Financial Services
    Annuity Wholesaler
    Metlife Financial Services Jun 2007 - Oct 2010
    Senior team member responsible for wholesaling Variable, Immediate Income, Fixed Deferred, and Longevity Insurance Annuities in highest profile and largest producing territories in the country during 3 years in internal wholesaling capacity. Traveled extensively in the territories to cover key events, managed relationships with important advisors, and presented complex products and sales solutions. Segmented key clients to maximize territory growth and efficiency.
  • Janus Capital Group
    Sales
    Janus Capital Group 2005 - 2007
    Greater Denver Area
    - Contributed to designing marketing strategies custom tailored to promote portfolio management teams and investment strategies to insurance based institutional clients, financial advisors and end clients.- Gained extensive experience in the strategic proves of large account sales and sales management.- Obtained strong knowledge base of sub-advised accounts, insurance firms, and annuity products.
  • San Juan Land Development, Llc
    Owner & Founder
    San Juan Land Development, Llc Aug 2001 - Dec 2004
    Durango, Colorado
    OWNER & FOUNDER, SPECULATIVE LAND DEVELOPER & HOME BUILDERIdentified opportunities for developing speculative residential projects in Durango Colorado. Each project valued at or near $500,000. Performed market analysis, financial due diligence, and managed all aspects from design to final sale.

Robert (Bob) Mitton Skills

Insurance Fixed Annuities Financial Services Investments Management Mutual Funds Strategy Crm Sales Retirement Series 6 Retirement Planning Variable Annuities Series 63 Series 7 Strategic Planning Financial Advisory Marketing Strategy Marketing New Business Development 401k Entrepreneurship Account Management Project Management Financial Planning Strategic Financial Planning Estate Planning Public Speaking Coaching Competitive Analysis Selling Wholesale 401 Retirement Savings Plans Wholesaling Distribution Management Annuities Consultative Selling Customer Relations Annuity Relationship Managment Corporate Product Marketing Local Marketing Execution Territory Management Product Development Retirement Income Strategy Training Design Digital Marketing Digital Strategy Social Media Marketing Analytics

Robert (Bob) Mitton Education Details

Frequently Asked Questions about Robert (Bob) Mitton

What company does Robert (Bob) Mitton work for?

Robert (Bob) Mitton works for Savannah Wealth Group

What is Robert (Bob) Mitton's role at the current company?

Robert (Bob) Mitton's current role is CDFA®, Wealth Management Advisor and Senior Retirement Planning Specialist.

What is Robert (Bob) Mitton's email address?

Robert (Bob) Mitton's email address is ro****@****ail.com

What is Robert (Bob) Mitton's direct phone number?

Robert (Bob) Mitton's direct phone number is +151732*****

What schools did Robert (Bob) Mitton attend?

Robert (Bob) Mitton attended Fort Lewis College.

What skills is Robert (Bob) Mitton known for?

Robert (Bob) Mitton has skills like Insurance, Fixed Annuities, Financial Services, Investments, Management, Mutual Funds, Strategy, Crm, Sales, Retirement, Series 6, Retirement Planning.

Who are Robert (Bob) Mitton's colleagues?

Robert (Bob) Mitton's colleagues are Jacqueline Curran, Tony Hathaway, James Pritchatd, Shelly Hemler, Steven Mcwilliams, Nicole Coleman, Alexa Miller.

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