
Bobby Malick
Helping agents achieve total client engagement by aligning your ideal clients with your philosophy, planning strategy and process.... | Elysburg, Pennsylvania, United States
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Bobby Malick’s Emails bo****@as****.com
Bobby Malick’s Phone Numbers No phone number available.
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Bobby Malick’s Location Elysburg, Pennsylvania, United States
Bobby Malick’s Expertise Helping agents achieve total client engagement by aligning your ideal clients with your philosophy, planning strategy and process. While keeping you compliant, transparent and operating with full disclosure. ABOUT ME I partner with financial professionals who specialize primarily in income and retirement planning. I have been in sales, marketing and management for 20 years. For the last six years, I have focused on fixed-index, traditional fixed, and variable annuities, as well as life insurance. I pride myself on case design and product placement to better guide my advisors in developing a strong financial path for each individual client. I believe that, if I put the client’s needs first, the final result will be a win-win for everyone involved. I bring considerable experience to the table: five years as a wholesaler with AIG; two years as a fully licensed banker with Chase Bank; seven years as a sales manager, loan officer and licensed real estate agent for Bay Pacific; and four years as a loan officer, manager and licensed account executive for Planet Mortgage. I graduated from Robert Morris University in Pittsburgh with a bachelor’s degree in marketing and a minor in psychology. WHO BENEFITS Advisors who want to grow their business and are open to new ideas about client acquisition, case design and improving client relations/retention. In addition, I want to keep my advisors up to date on current events in our industry, new products and educational programs while focusing on compliance in a post-D.O.L. world. I’m especially looking for advisors doing 1 million or more in fixed-index annuities annually. EXPECTED RESULTS My job is to take as much pressure off advisors as possible and promptly provide the information and tools they need in day-to-day client interactions. In addition to helping with specific financial solutions for their clients, I also offer my advisors industry-leading practice-management strategies designed to continuously expand their businesses.
Bobby Malick’s Current Industry Ash Brokerage
Bobby
Malick’s Prior Industry
Planet Mortgage
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Bay Pacific
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Jp Morgan Chase
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Aig Retirement Services
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Insurmark
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Shake Insurance
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Ash Brokerage
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Work Experience

Ash Brokerage
Retirement Income Specialist
Tue Mar 01 2022 00:00:00 GMT+0000 (Coordinated Universal Time) — Present
Shake Insurance
Insurance Consultant
Fri May 01 2020 00:00:00 GMT+0000 (Coordinated Universal Time) — Tue Mar 01 2022 00:00:00 GMT+0000 (Coordinated Universal Time)
Insurmark
Advisor Development Consultant
Sun Feb 01 2015 00:00:00 GMT+0000 (Coordinated Universal Time) — Fri May 01 2020 00:00:00 GMT+0000 (Coordinated Universal Time)
Aig Retirement Services
Regional Marketing Specialist
Sat Oct 01 2011 00:00:00 GMT+0000 (Coordinated Universal Time) — Sun Feb 01 2015 00:00:00 GMT+0000 (Coordinated Universal Time)
Jp Morgan Chase
Licensed Personal Banker
Mon Mar 01 2010 00:00:00 GMT+0000 (Coordinated Universal Time) — Sat Oct 01 2011 00:00:00 GMT+0000 (Coordinated Universal Time)
Bay Pacific
Manager/Senior Loan Officer
Thu Jan 01 2004 00:00:00 GMT+0000 (Coordinated Universal Time) — Fri Jan 01 2010 00:00:00 GMT+0000 (Coordinated Universal Time)
Planet Mortgage
Loan Officer
Tue Jan 01 2002 00:00:00 GMT+0000 (Coordinated Universal Time) — Thu Jan 01 2004 00:00:00 GMT+0000 (Coordinated Universal Time)