Experienced Insurance & Financial Advisor

ROBERT HARBEKE

********@*****.*** +1-602-***-**** Mesa, AZ 85212

Proven Insurance Agent and Financial Advisor with a track record of leveraging client retention skills and expertise in life insurance to deliver exceptional service at TruStage and Wells Fargo Advisors. Excelled in identifying investment opportunities, enhancing portfolio performance, and maximizing after-tax returns. Demonstrates strong networking abilities and a commitment to meeting clients' financial objectives. Life insurance

Licensed insurance agent

Quotes and sales

Client retention

Insurance Agent TruStage - AZ 02/2021 - 01/2025 Maintained a thorough understanding of insurance products, services, procedures, laws, and regulations. Presented insurance products to clients to meet needs and discuss financial investment and return on investment. Collaborated with renewal and servicing teams to deliver consistent, personalized sales and customer service to clients.

Serviced existing insurance clients by soliciting additional policy renewals. Fnancial Advisor Wells Fargo Advisors - Phoenix, AZ 01/1987 - 07/2019 Assisted in the preparation of presentations for prospective clients outlining services offered by the firm. Identified new business opportunities through networking and referrals. Assisted clients with planning for and funding retirements using mutual funds and other strategies. Researched and recommended investment opportunities and products that align with clients' financial objectives. Monitored client portfolios to ensure that recommended investments remain in line with their goals and objectives. Implemented tax-efficient investment strategies to maximize clients' after-tax returns. North Dakota State University Fargo, ND 03/1971 Bachelor of Science: Agriculture Economics

Summary

Skills

Experience

Education and Training

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