Bob Wilson
Strategic Executive Leader | Sales, Financial & Operational Excellence | ChFC, Series 6/63/65 | Building High-Performing Teams & Market Growth at State Farm ®
- Role
- Sales Leader at State Farm
- Location
- High Point, NC, US
- LinkedIn followers
- 500 followers
About Bob Wilson
Insurance & Financial Services Executive | ChFC | FINRA 6/63/65 | Client Growth & Advisory LeadershipAs a seasoned insurance & financial services executive (ChFC, Series 6/63/65), I’m passionate about helping teams and clients reach their financial potential.Over 35 years, I’ve led growth strategies across diverse markets, developed advisory and financial planning teams, and implemented education and compliance programs that improved client outcomes and agent performance.I combine analytical discipline with relationship-driven leadership — building trust, ensuring compliance, and achieving sustainable financial success. Mission: To contribute my leadership and expertise to an insurance/financial organization that values integrity, performance, and long-term client growth.Core Strengths: Wealth Management Strategy Insurance/Financial Coaching & Sales Growth🤝 Client Relationship Leadership🧭 Regulatory Compliance & Advisory Training
Experience
Sales Leader
Apr 2013 — Present
Growing the sales territory by increasing market share using:>Sale coaching with State Farm agents/team members,>Recuriting new Agents and >Developing new agents
Education
University of Virginia Darden School of Business
Organizational Leadership
Alabama State University
Bachelor of Science (BS), Computer and Information Sciences, General
1984 — 1988
Skills
- Insurance
- Term Life Insurance
- Marketing Strategy
- Homeowners
- Liability
- Territory Growth/Development
- Financial Services
- Professional Liability
- Small Business
- Underwriting
- Motorcycle
- Recruiting
- New Business Opportunities
- Team Leadership
- General Insurance
- Property & Casualty Insurance
- Universal Life
- Increase Productivity
- Whole Life Insurance
- Disability Insurance
- Commercial Insurance
- Customer Service
- Legal Liability
- Mutual Funds
- Casualty Insurance
- Fixed Annuities
- Casualty
- Sales
- Retirement Planning
- Whole Life
- Salesforce.com
- Renters
- Workers Compensation
- Long-Term Care
- Health Insurance
- Team Building
- Long Term Care Insurance
- College Savings Plans
- Coaching
- Business Analysis
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