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Robert Smith

Robert Smith

Executive Sales Leader

Followers of Robert Smith488 followers
location of Robert SmithNew Braunfels, Texas, United States

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  • Timeline

  • About me

    Customer Success and Retention Professional

  • Education

    • Texas A&M University

      -
      Bachelor's degree History

      Activities and Societies: Aggie Band '91 I was a Platoon Officer in the Aggie Band (Corps of Cadets).

  • Experience

    • Preferred Advisors

      -
      Executive Sales Leader

    • Jordan Ford ltd

      Dec 2010 - Aug 2016
      Sales Professional

      I am a new and pre-owned automotive sales specialist. My expertise also includes leasing. I also am a member of the J.E.T. (Jordan Enhancement Team) that does outside charity work for the dealership, as well as handle internal issues with employee complaints and morale.

    • New York Life Insurance Company

      Oct 2016 - Oct 2018
      Life Insurance Agent

      Conducted financial needs assessments for prospective and current clients in order to understand their vision for retirement and provide financial planning solutions to help achieve their financial goals. Created and delivered compelling presentations and public speaking engagements for a variety of audiences.

    • HealthMarkets

      May 2018 - Mar 2021
      Insurance Agent

      Health insurance agent

    • Preferred Advisors

      Apr 2020 - now
      Sales Leader

      I am a health and life insurance broker.

  • Licenses & Certifications

    • Ford sales master certified

      Ford Motor Company

    • General Lines

    • General Lines

      Certified for the state of Texas for Life Insurance

    • Registered Representative

      Member FINRA/SIPC