Robert Holt is a sales leader with deep expertise in all facets of the life insurance industry to include life and annuity sales and marketing, sales and new business operations, and training and development. Robert is currently the Vice President of Life and Annuity Business Development for the Independent Insurance Agents and Brokers of America (the “Big I”) and its consumer brand Trusted Choice. In his current role, Robert leads the sales and marketing strategies and opportunities for Trusted Choice and evangelizes the power of life insurance and annuities to provide security and peace of mind before and after retirement. Robert began his insurance career selling term life insurance over the phone for an online broker before moving on to create and build a high‐performing life and annuity sales team for a non‐profit life insurance carrier. Robert led the design and launch of a whole life product that sold over $10,000,000 of premium in the first year. He has been on the forefront of the crusade to bring B2C marketing ideas and analytics along with CRM and marketing automation technology to the insurance advising and sales process. Robert thrives in motivating others to be their best; whether its coaching advisors and insurance professionals or a youth basketball team. Robert holds the Chartered Life Underwriter (CLU), Chartered Financial Consultant (ChFC), and Chartered Advisor for Senior Living (CASL) designations from the American College of Financial Services. He is a Salesforce.com Certified Administrator and has completed graduate work at the Northwestern University Kellogg School of Management.
Total Credits: 4 including 4 CE Credit
Audience: Agent and Customer Service Training
