Joseph Robins

About Joseph Robins

My name is Joseph Robins. I am a hardworking and passionate individual committed to…

Experience

1. Financial Professional

   Equitable Advisors

   Jun 2017 — Present · Baton Rouge, LA, US

   Assists clients with adequately planning for financial benchmarks and goals by using a variety of products and resources specifically tailored to their individual needs Provides resources to clients to aid them in proper estate planning and generational wealth building through the purchase of term, whole, universal, and variable life insurance products.Consults with established and developing institutions to assist with business planning strategies aimed at reducing overall tax liability and increasing employee retention through competitive benefit packagesCommunicates directly with diverse client base to provide quality investment and wealth management advise in order to assist with proper education, wealth, estate, and financial planning. Implements valuable asset management techniques to aid in decreasing market losses and capitalizing on market gains through the use of client specific fixed-income and equity investments.

Education

• Southern University and Agricultural and Mechanical College at Baton Rouge

  Bachelor’s Degree, Accounting and Finance

  2009 — 2014

Skills

• Time Management
• Public Speaking
• Business Analysis
• Cost Accounting
• Microsoft Word
• Team Leadership
• Accounts Receivable
• Training
• Outlook
• Microsoft Office
• Sales
• Forecasting
• Journal Entries
• Access
• Analysis
• Budgets
• Finance
• Sap
• Management
• Data Entry
• English
• Event Planning
• Business Planning
• Strategic Planning
• Accounting
• Retail
• Spreadsheets
• Financial Analysis
• Human Resources
• Windows
• Account Reconciliation
• Marketing
• Business Strategy
• Troubleshooting
• Teamwork
• Banking
• Risk Management
• Financial Modeling
• Financial Accounting
• Accounts Payable