Summary
Overview
Work History
Education
Skills
Websites
Certification
Honorsandawards
Timeline
Generic
Robert J Young

Robert J Young

St. Louis County,United States

Summary

Seasoned Insurance Broker with extensive experience at Global Green Krupp Agency, focusing on risk management and customer relationship management. Successfully enhanced policyholder coverage while leading teams to consistently exceed sales targets. Demonstrated expertise in financial planning and relationship development, resulting in high levels of client satisfaction and retention. Career aspirations include furthering industry impact through innovative client solutions.

Overview

29
29
years of professional experience
1
1
Certification

Work History

Insurance Broker

Global Green Krupp Agency
, Missouri
08.2024 - Current
  • Manage employees.
  • Review existing policyholders' coverage, and prepare proposals to better cover their needs.
  • Service existing policyholders.
  • Prospecting phone leads and mailers.

Senior Internal Wholesaler

Covr
St Louis, MO
04.2024 - 07.2024
  • The primary goal was to teach the Sales Specialist how to work with Citi Bank's programs and introduce them to Financial Advisors and Wealth Managers at Citi Bank.
  • This was a temporary position.

Insurance Support Specialist

Citi
03.2022 - 04.2024
  • Work with Financial Advisors in New York, Virgina, Maryland, Washington D.C, New Jersey and Connecticut primarily

Registered Representative

Western & Southern Financial Group
06.2021 - 03.2022

Financial Representative

Western & Southern Financial Group
07.2020 - 06.2021

Financial Services

Transamerica Agency Network
11.2011 - 01.2018

Agency Owner

Allstate
06.2002 - 10.2011

Insurance Agent

Reliable Life Insurance Company
01.1996 - 05.2002

Education

Associate of Science (A.S.) - Business, Management, Marketing, and Related Support Services

Jefferson College
01.1988

Skills

  • Financial analysis
  • Customer Relationship Management (CRM)
  • Long-Term Care Insurance
  • Risk Management
  • Insurance consulting
  • Account Management
  • Business ownership
  • Team Leadership
  • Fixed annuities
  • Financial planning
  • Property and casualty products
  • Customer advocate
  • Proactive team player
  • Salesforce
  • Relationship development skills
  • Sales presentations
  • Retirement planning
  • Financial planning products
  • Risk mitigation
  • Warm and cold leads development

Certification

  • Life Underwriter Training Council Fellow
  • Securities Industry Essentials (SIE)
  • Series 6
  • Series 63

Honorsandawards

  • MVP, Allstate, 2004 & 2005
  • Award of Distinction, Allstate Financial Services, LLC, 2007, Recognizing charity in the community
  • Rookie of the Year Award, Reliable Life Insurance Company, 01/01/96
  • Convention Trip Winner, Reliable Life Insurance Company, 3 times
  • Olympic Club Award, Reliable Life Insurance Company, Awarded as an agent and a staff manager
  • Presidents Club Life and Fire, Reliable Life Insurance Company, 10 years
  • Tatman Award Winner, Reliable Life Insurance Company, 01/01/97, New business production

Timeline

Insurance Broker

Global Green Krupp Agency
08.2024 - Current

Senior Internal Wholesaler

Covr
04.2024 - 07.2024

Insurance Support Specialist

Citi
03.2022 - 04.2024

Registered Representative

Western & Southern Financial Group
06.2021 - 03.2022

Financial Representative

Western & Southern Financial Group
07.2020 - 06.2021

Financial Services

Transamerica Agency Network
11.2011 - 01.2018

Agency Owner

Allstate
06.2002 - 10.2011

Insurance Agent

Reliable Life Insurance Company
01.1996 - 05.2002

Associate of Science (A.S.) - Business, Management, Marketing, and Related Support Services

Jefferson College

Similar Profiles

CREATE PROFILE
Robert J Young