Rob Odle
Financial Advisor/Insurance Agent
OCEAN SHORES,WA
Summary
Conscientious Financial Advisor and Licensed Insurance Agent with expertise in creating comprehensive financial plans tailored to meet individual needs. Knowledgeable on wide range of investment options and strategies to maximize financial security. Uses excellent understanding of markets, financial products and taxes to provide best advice and guidance to clients.
Currently holds Series 7 & 66 Financial Licenses as well as Property, Casualty, Life and Disability Insurance Licenses.
Overview
36
36
years of professional experience
Work History
Agency Owner
AllState
07.2022 - 07.2023
- Assessed customer needs and developed individualized solutions to reach customer satisfaction.
- Designed strategic marketing and advertising campaigns to enhance agency development in market.
- Answered phone calls and e-mails regarding inquiries and arranged meetings for official business.
Financial Advisor
Merrill Lynch/Bank Of America
08.2012 - 06.2022
- Met with clients to discuss assets, expenses, and long-term and short-term investment goals to devise personalized financial plans.
- Developed personal rapport with each client to maintain customer loyalty and establish long-term accounts.
- Educated clients on various financial matters and provided professional recommendations on investment opportunities, products, and services based on each clients' individual needs.
- Developed comprehensive retirement planning strategies to help clients maximize retirement savings.
Agency Owner
AllState
10.2003 - 10.2010
- Assessed customer needs and developed individualized solutions to reach customer satisfaction.
- Designed strategic marketing and advertising campaigns to enhance agency development in market.
- Answered phone calls and e-mails regarding inquiries and arranged meetings for official business.
- Oversaw day-to-day production and growth of agency, turning over more than $750,000 per year through consistent supervision and dedicated partnerships.
Branch Manager
US Bank NA
03.2003 - 10.2003
- Maintained friendly and professional customer interactions.
- Assessed employee performance and developed improvement plans.
- Met deadlines by proactively managing individual and team tasks and streamlining processes.
- Engaged employees in business processes with positive motivational techniques.
Financial Advisor
Morgan Stanley
07.2001 - 02.2003
- Met with clients to discuss assets, expenses, and long-term and short-term investment goals to devise personalized financial plans.
- Developed personal rapport with each client to maintain customer loyalty and establish long-term accounts.
- Educated clients on various financial matters and provided professional recommendations on investment opportunities, products, and services based on each clients' individual needs.
- Developed comprehensive retirement planning strategies to help clients maximize retirement savings.
Agency Owner
AllState
09.1994 - 07.2000
- Oversaw business budget planning and administration, accounting functions, purchasing, and bi-weekly payroll to handle financial needs.
- Adhered to regulatory and policy changes and made necessary adjustments to maintain overall success.
- Worked with marketing teams to create print and online advertisements to bring in new customers.
- Prepared bank deposits and handled business sales, returns and transaction reports.
Claims Adjuster
AllState
02.1987 - 09.1994
- Examined claims forms and other records to determine insurance coverage.
- Reviewed police reports, medical treatment records, and physical property damage to determine extent of liability.
- Prepared summaries of damage, payments, and policy coverage.
- Researched and analyzed policy contracts to verify proper payment of claims.
Education
Bachelor of Arts - Speech
Washington State University
Pullman, WA06.1986
Skills
- Customer Needs Assessments
- New Business Development
- Process Improvement
- Sales Planning
- Professional Relationships
- Business Development
- Investment Expertise
- Business Presentations
Timeline
Agency Owner
AllState
07.2022 - 07.2023
Financial Advisor
Merrill Lynch/Bank Of America
08.2012 - 06.2022
Agency Owner
AllState
10.2003 - 10.2010
Branch Manager
US Bank NA
03.2003 - 10.2003
Financial Advisor
Morgan Stanley
07.2001 - 02.2003
Agency Owner
AllState
09.1994 - 07.2000
Claims Adjuster
AllState
02.1987 - 09.1994
Bachelor of Arts - Speech
Washington State University
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