Robert Rickard

About Robert Rickard

Ultimately my expertise empowers my advisors to achieve their goals and set new ones that continue to push them toward heightened levels of success. I help pinpoint obstacles producers may encounter and provide detailed steps for moving beyond them. I do this through a developed and refined process.I work to establish a strong understanding of who you are and how your practice operates to see where I can best contribute and offer a fresh perspective.

Experience

1. VP Senior Advisor Development Consultant

   Simplicity Insurmark

   Aug 2015 — Present

   I provide business refinement solutions primarily for a select group of high level financial professionals who among other things are looking to elevate and professionalize their client experience and also aspire to a work optional lifestyle. The objective is to leverage my skills to enhance your business practice by working as your strategic partner.

Education

• The Wharton School

  Advanced Studies, Organizational Management

  1984 — 1986

Skills

• Lead Management
• Marketing
• Fixed Annuities
• Strategic Planning
• Networking
• Competitive Analysis
• Selling
• Sales
• International Sales
• Staff Development
• Data Analysis
• Team Restructuring
• Leadership
• Management Assesment
• Account Management
• Change Management
• Solution Selling
• Direct Sales
• Databases
• Business Development
• Matrix Management
• Management
• Crm
• Lead Generation
• Cold Calling
• Sales Force Alignment
• Sales Management
• Incentive Programs
• Insurance
• Thought Leadership
• Marketing Strategy
• Salesforce.com
• Goal-Driven Leader
• Sales Operations
• Training
• New Business Development