Summary
Overview
Work History
Education
Skills
Timeline
Generic

Robert Harbeke

Mesa,AZ

Summary

Proven Insurance Agent and Financial Advisor with a track record of leveraging client retention skills and expertise in life insurance to deliver exceptional service at TruStage and Wells Fargo Advisors. Excelled in identifying investment opportunities, enhancing portfolio performance, and maximizing after-tax returns. Demonstrates strong networking abilities and a commitment to meeting clients' financial objectives.

Overview

38
38
years of professional experience

Work History

Insurance Agent

TruStage
, AZ
02.2021 - 01.2025
  • Maintained a thorough understanding of insurance products, services, procedures, laws, and regulations.
  • Presented insurance products to clients to meet needs and discuss financial investment and return on investment.
  • Collaborated with renewal and servicing teams to deliver consistent, personalized sales and customer service to clients.
  • Serviced existing insurance clients by soliciting additional policy renewals.

Fnancial Advisor

Wells Fargo Advisors
Phoenix, AZ
01.1987 - 07.2019
  • Assisted in the preparation of presentations for prospective clients outlining services offered by the firm.
  • Identified new business opportunities through networking and referrals.
  • Assisted clients with planning for and funding retirements using mutual funds and other strategies.
  • Researched and recommended investment opportunities and products that align with clients' financial objectives.
  • Monitored client portfolios to ensure that recommended investments remain in line with their goals and objectives.
  • Implemented tax-efficient investment strategies to maximize clients' after-tax returns.

Education

Bachelor of Science - Agriculture Economics

North Dakota State University
Fargo, ND
03-1971

Skills

  • Life insurance
  • Licensed insurance agent
  • Quotes and sales
  • Client retention

Timeline

Insurance Agent

TruStage
02.2021 - 01.2025

Fnancial Advisor

Wells Fargo Advisors
01.1987 - 07.2019

Bachelor of Science - Agriculture Economics

North Dakota State University
Robert Harbeke