- Volunteering
- Avid Reader
- Participating in cooking contests and challenges to showcase culinary skills and creativity
- I participate in a variety of outdoor recreational activities
- Playing Sports
- Mindfulness Practices
- Gardening
- Cooking
Robert Pincus
Sales/Finance/Management/Training
Deltona,FL
Summary
Expertise in asset diversity, sales management, and strategic implementation based on economic and market cycles. Solely responsible for cultivating, developing, and securing client relationships using market and trend knowledge. Responsible for interfacing between wholesalers, accountants, CEOs, and professional bankers to ensure optimal client goal setting.
Experienced with team supervision and operational management. Utilizes strategic planning and conflict resolution to enhance team performance. Track record of fostering collaborative work environment and ensuring compliance with policies.
Overview
19
19
years of professional experience
5
5
Certifications
Work History
Supervising Agent
American Income Life / Globe Life
Deltona, FL
11.2023 - Current
- Life and Health licensed provider for several states
- Visited with families to discuss and evaluate their funeral and final expense desires
- Budget life and health insurance needs and qualifications for working class families
- Promoted to Supervising Agent within 6 weeks of starting with the company
- Consistently made the company’s weekly leader-board for production
- Remote
Mortgage Loan Officer
Paramount Residential Mortgage Group
Sea Girt, NJ
11.2020 - 11.2023
- Assist first time homebuyers in securing a mortgage
- Structure a loan program that meet the customer’s needs and budgets
- Oversee the process from inception to completion for an efficient mortgage experience
- Streamlined the loan application process for improved customer satisfaction and a higher volume of closed loans.
- Developed strong partnerships with local real estate agents to generate consistent referral sources for mortgages.
Senior Vice President
Buckman, Buckman, Reid
Little Silver, New Jersey
05.2017 - 10.2020
- Actively managed over $100M for clients to establish a predictable stream of income in any market environment
- Responsible for business development, maintenance, and growth among all asset classes
- Created custom strategies for individual client needs to achieve retirement goals
- Identified opportunities to improve business process flows and productivity.
- Restructured departments for increased efficiency, optimizing resource allocation and improving communication between teams.
Vice President and Sales Manager
Wells Fargo Advisors
Red Bank, New Jersey
06.2006 - 03.2017
- Spearheaded a recruitment marketing plan to grow the branches assets and revenue
- Responsible for recruiting and training new associates
- Provided cost analysis, portfolio management, and retirement planning services for branch accounts
- Collaborated with senior management to develop strategic initiatives and long term goals.
- Identified opportunities to improve business process flows and productivity.
- Demonstrated proficient leadership skills to motivate employees and build competent teams.
Education
Bachelor of Arts - Economics, Concentration in Finance
University of Maryland
College Park, MD06.1987
Skills
Certification
Series 7 (FINRA administered General Securities Representative Exam)
COMPETENCIES
- Strategic Planning
- Process Involvement
- New Business Development
- Business Retention
- Recruiting and Training
- Loss Management
- Budgeting
- Sales Management
- Marketing
Accomplishments
- Supervised team of 25 staff members.
- Documented and resolved financial which led to record performance.
Interests
Timeline
Supervising Agent
American Income Life / Globe Life
11.2023 - Current
Mortgage Loan Officer
Paramount Residential Mortgage Group
11.2020 - 11.2023
Senior Vice President
Buckman, Buckman, Reid
05.2017 - 10.2020
Vice President and Sales Manager
Wells Fargo Advisors
06.2006 - 03.2017
Bachelor of Arts - Economics, Concentration in Finance
University of Maryland
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