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, ND03-1971
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
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