Bob Bielecki Email & Phone Number
RVP Southeast Annuity @ InSource Inc
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Bob Bielecki Location
- Cornelius, NC, US
Bob Bielecki Work
- 2024 -now RVP Southeast Annuity @
- 2021 -2024 Sales Manager @
- 2018 -2021 Regional Sales Manager @
- 2016 -2018 Regional Director @
- 2015 -2016 Sales Director @ RIA Sources
- 2014 -2015 Regional Vice President @ AXA
- 2010 -2013 Divisional Sales Director - NC and SC Independent Channel @
- 2007 -2010 Fixed Annuity Sales Director @
- 2007 -2007 RVP - B and D channel - NC SC VA WVA @
- 2004 -2007 Director Of Business Development @
- 1999 -2004 Internal Wholesaler @
Bob Bielecki Education
- University at Buffalo
BA, International Business (International Business)
1989-1993
Bob Bielecki Skills
- Microsoft Excel
- Customer Engagement
- Relationship Management
- Sales Management
- Investments
- Fixed Annuities
- Mutual Funds
- Series 7
- Financial Services
- Financial Advisory
- Retirement Planning
- Asset Allocation
- Sales
- 401k
- Securities
- Wealth Management
- Fixed Income
- Insurance
- Portfolio Management
- Alternative Investments
- Life Insurance
- Investment Strategies
- Long-term Care
- Financial Planning
- Bonds
- Estate Planning
- Strategic Financial Planning
- New Business Development
- Business Development
- Product Management
- Direct Sales
- Business Relationship Management
- Partner Relationship Management
- Variable Annuities
- Series 63
- Separately Managed Accounts
- Wealth Management Services
- Life & Health Insurance Licenses
- Long Term Care Insurance
- Permanent Life Insurance
- Guaranteed Lifetime Income
- Variable Products
- Series 24
- Business Analysis
- JavaScript
- Microsoft Office
- Investment Advisory
- Retirement
- Uniform Combined State Law
- Leadership
- Hedge Funds
- Strategy
- Long Term Care
- Series 6
- Public Speaking
- Life and Health Insurance Licenses
- Series 65
- Asset Management
- FINRA
- Disability Insurance
- Team Building
Bob Bielecki Summary
- Bob Bielecki, based in Cornelius, NC, US, is currently a RVP Southeast Annuity at FIG INSTITUTIONAL. Bob Bielecki brings experience from previous roles at Financial Independence Group, OneAmerica, Liberty Mutual Insurance and RIA Sources. Bob Bielecki holds a 1989 - 1993 BA, International Business in International Business @ University at Buffalo. With a robust skill set that includes Microsoft Excel, Customer Engagement, Relationship Management, Sales Management, Investments and more. Bob Bielecki has 2 emails and 2 mobile phone numbers on RocketReach.
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