Robert Bartley
Fixed Annuity & Social Security Information Resource, Retirement Software Trainer
- Role
- Senior Account Specialist at Simplicity Group
- Location
- Scottsdale, AZ, US
- LinkedIn followers
- 500 followers
Sales & Business DevelopmentView LinkedIn profile
About Robert Bartley
Annuity Marketing consultant and sales coach with over 20 years of experience in direct…
Experience
Senior Account Specialist
Nov 2010 — Present · Scottsdale, AZ, US
Skills
- Financial Services
- Long-Term Care
- Life Insurance
- Finance
- Wealth Management
- Indexed Annuities
- Marketing Management
- 401k
- Sales Operations
- Leadership
- Customer Service
- Strategic Planning
- Management
- Team Building
- Small Business
- Lead Generation
- Series 7
- Retirement
- Strategic Financial Planning
- Annuity Sales
- Integrated Marketing
- Account Management
- Insurance
- Sales
- Sales Management
- Underwriting
- Fixed Annuities
- Disability Insurance
- Direct Sales
- Marketing
- Health Insurance
- Investments
- Term Life Insurance
- Marketing Strategy
- Financial Advisory
- Financial Planning
- Mortgage Lending
- Retirement Planning
- Employee Benefits
- Estate Planning
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