Robert Ebeling Email & Phone Number
Retirement Plan Counselor @ Empower Retirement
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Robert Ebeling Location
- Charlotte, NC, US
Robert Ebeling Work
- 2026 - now Retirement Plan Counselor @
- 2024 - 2025 Strategic Accounts Manager @
- 2021 - 2024 Retention Sales Director @
- 2020 - 2021 Managing Director, National Sales Manager @
- 2016 - 2019 Vice President, Sales and Consultant Relations; Eastern Region Manager @
- 2013 - 2016 Managing Director, Head of Consultant Relations @
- 2012 - 2013 VP, Regional Managing Director, Institutional Services @
- 2010 - 2012 VP, Institutional Sales Officer @
- 2005 - 2009 VP, Relationship Management – Fidelity HR Outsourcing Division, Mega-Market @
- 2003 - 2005 VP, Sales - Retirement and Investment Services @
- 2000 - 2003 VP, Head of Consultant Relations @
- 1997 - 2000 Sales Consultant, Retirement and Outsourcing Services, Mega-Market @
- 1994 - 1997 Client Manager - Retirement Service - Mega-Market @
- 1992 - 1994 Coopers and Lybrand, Consultant Manager @
- 1989 - 1992 Account Relationship Manager @ CIGNA Group Pension Division
Robert Ebeling Education
- Miami University
Bachelor of Science (BS) Business (Accounting)
Robert Ebeling Skills
- Executive Visibility
- Business Planning
- Pricing Negotiations
- Hold Series 7
- 63 Licenses
- Coordinate Meetings
- Customer Satisfaction
- Regulatory Compliance
- Management Consulting
- Team Leadership
- Technical Sales Support
- Project Implementation
- Public Speaking
- Business Process Outsourcing (BPO)
- Trust Services
- Pricing Optimization
- Cross-functional Team Leadership
- Pricing Strategy
- Consultant Relations
- Teamwork
- Change Management
- Business Process Improvement
- Strategic Leadership
- Critical Thinking
- Strategic Thinking
- Sales and Marketing
- Consultative Selling
- Communication
- Financial Services
- 401k
- Retirement
- Employee Benefits
- Sales
- Pensions
- 401(k) Retirement Savings Plans
- Insurance
- Securities
- Leadership
- Business Relationship Management
- Defined Benefit
- Retirement Services
- Salesforce.com Reporting
- Sales Management
- Customer Relationship Management (CRM)
- Forecasting
- Salesforce.com
- Cross Selling
- Customer Retention
- RFP
- Customer Engagement
- Marketing Strategy
- Sales Presentations
- Series 7
- Series 63
- Series 24
- P&L Management
- Outsourcing
- Mutual Funds
- Management
- Strategy
- Strategic Planning
- FINRA
- Defined Contribution
- Customer Service
- Business Development
- Project Management
- Marketing
- Relationship Management
- Investment Management
- Risk Management
- Retirement Planning
- CRM
- Retirement Benefits
- Customer Relationship Management Crm
- 401K Retirement Savings Plans
- Services
- 401 Retirement Savings Plans
- Customer Relationship Management
Robert Ebeling Summary
- Robert Ebeling, based in Charlotte, NC, US, is currently a Retirement Plan Counselor at Empower. Robert Ebeling brings experience from previous roles at PCS Retirement, Empower, Schwab Advisor Services and Schwab Retirement Plan Services. Robert Ebeling holds a Bachelor of Science (BS) Business in Accounting @ Miami University. With a robust skill set that includes Executive Visibility, Business Planning, Pricing Negotiations, Hold Series 7, 63 Licenses and more. Robert Ebeling has 5 emails and 5 mobile phone numbers on RocketReach.
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