Bobby J Watson

Licensed FINRA Regional Sales Consultant regarded for critical thinking skills to identify and improve sales opportunities within assigned multi-state territory. Demonstrated experience collaborating directly with financial advisors through effective proactive sales and consulting skills. Exceptional communication and people skills enabling relationship building to increase and exceed sales goals while collaborating with members at all levels within financial advisory practices.

Successful in using technology to support sales goals and simplifying the client experience.

Licenses: Hold 30 states registrations for Life-Health/Variable Insurance License, FINRA SIE, FINRA Series 7, FINRA Series 63. Completed all courses needed to sit for the CFP® Exam.

Regional Sales Director - RiverSource Insurance - Remote

(2021-01)

• Made proactive outbound sales calls, took inbound sales calls, participated in virtual meetings with 718 financial advisors and clients, gave group sales presentations
• Exceeded annual sales goals within a multi-state territory

Licensed Registered Representative - CSR - Tata Consultancy Services - Transamerica Insurance Company - Remote

(2020-01 - 2021-12)

• Provided client insurance services on an inbound call queue
• Conducted securities transactions, ran illustrations, setup policy loans and surrenders
• Provided high level client services

Licensed Retirement Services Sales Advisor - AIG-VALIC - Houston, TX

(2019-01 - 2020-12)

• Retirement Specialist helping clients in financial transactions including creating financial plans, insurance planning, life insurance sales
• Prepared documents for client accounts

Financial Planner PMD Trainee - Merrill Lynch - Bank of America - Sugarland, TX

(2017-01 - 2018-12)

Began study toward Series 7, Series 66

Operations Assistant | Contracted Life Insurance Salesperson - Oak Tree Wealth Management, LLC. - Corpus Christi, TX

(2012-01 - 2017-12)

• Sold Life Insurance
• Managed daily operations and new client accounts
• Recorded securities trades
• Ensured client sales insurance illustrations were correct according to underwriting standards of Midland Insurance, Gradient Financial Group, and Mutual of Omaha
• Developed new procedures to keep clients, increasing the retention rate by 50%
• Advised Financial Advisors within the practice on recent technology and process improvements

Master's Business Administration - Strategic MBA - University of Houston - Victoria (2017-01 - 2017-12)

Bachelor of Applied Arts and Science - General Business - University of Houston - Victoria (2014-01 - 2014-12)

Associate of Arts - Paralegal Studies - Keiser University (2012-01 - 2012-12)