Summary
Overview
Work History
Education
Skills
Certification
Awards
Timeline
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Harold J. Hobbs II

Harold J. Hobbs II

Jacksonville,FL

Summary

Financial professional with 10+ years of experience in life insurance, annuities, and retirement planning. Proven ability to educate advisors, drive premium growth, and build lasting client relationships. Top producer and agency owner with multiple sales awards. Currently pursuing the ChFC designation to expand advanced planning expertise.

Overview

13
13
years of professional experience
1
1
Certification

Work History

Insurance Advisor

Amplify Life
01.2023 - Current
  • Delivered IUL strategies generating $1M+ premium in 12 months with a 36% conversion rate.
  • Partnered with financial professionals on case design and product education.
  • Remote

Agent / Owner

The Hobbs Insurance Agency
01.2018 - 01.2023
  • Founded and scaled an independent agency, serving clients across life, annuities, LTC, disability, and health.
  • Trained and mentored agents, increasing production and placement ratios.
  • Recognized as Elite Agent of the Year (2022).

Business Development Manager

Web.com
01.2015 - 01.2018
  • Expanded corporate accounts and generated new business revenue growth.
  • Conducted client presentations and negotiations to strengthen partnerships.
  • Negotiated and closed long-term agreements with new clients globally.
  • Established relationships with key decision-makers within customer's organization to promote growth and retention.

Financial Advisor

Principal Financial Group
01.2014 - 01.2015
  • Developed retirement, protection, and insurance strategies for individuals and small businesses.
  • Built and managed a growing client portfolio through prospecting and referral networks.
  • Helped individuals and families build and execute wealth management strategies based on unique goals and objectives.

Insurance Agent

SelectQuote
01.2013 - 01.2014
  • Consistently ranked as a top producer in monthly premium volume through consultative sales.
  • Averaged 70 policies monthly with an average premium of $800 annually.
  • Built relationships with clients using active listening and issue resolution to provide excellent service.

Financial Advisor

Merrill Lynch
01.2013 - 01.2013
  • Supported with investment strategies, retirement planning, and asset allocation.
  • Collaborated with senior advisors to develop customized financial roadmaps.
  • Educated clients on various financial matters and provided professional recommendations on investment opportunities, products, and services based on each clients' individual needs.

Education

Chartered Financial Consultant (ChFC) -

The American College of Financial Services
King Of Prussia, PA
01.2026

A.S. - Business Administration

Florida State College
Jacksonville
01-2011

Skills

  • Life Insurance & Annuities
  • Retirement & Legacy Planning
  • Case Design & Illustrations (Winflex, iPipeline, Ensight)
  • CRM Tools (Salesforce, AgencyBloc, Redtail)
  • Advisor Training
  • Client Acquisition & Retention
  • Financial planning

Certification

  • Licenses: 2-15 Life, Health & Annuities (Active)
  • Series 7 (Inactive)
  • Google Ads Certified

Awards

Elite Agent of the Year (2022) – Levinson & Associates, Amplify Life Sales Achievement — $1M premium, 36% conversion rate

Timeline

Insurance Advisor

Amplify Life
01.2023 - Current

Agent / Owner

The Hobbs Insurance Agency
01.2018 - 01.2023

Business Development Manager

Web.com
01.2015 - 01.2018

Financial Advisor

Principal Financial Group
01.2014 - 01.2015

Insurance Agent

SelectQuote
01.2013 - 01.2014

Financial Advisor

Merrill Lynch
01.2013 - 01.2013

Chartered Financial Consultant (ChFC) -

The American College of Financial Services

A.S. - Business Administration

Florida State College

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