managing director @ pacific life | chfc cltc@ Pacific Life
Charlotte, North Carolina, United States
Becky Lynn Robinson
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San Antonio College
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FlashIntel GPT
Tell me more about Becky Lynn Robinson?
FlashIntel GPTBecky Lynn Robinson is a highly experienced professional with 15.7 years of work experience in investments, series 7, series 63, portfolio management, and mortgage lending. Based in the United States, Becky has a strong focus on providing financial advice to families and business owners to develop sound financial goals and navigate the investment market. With a strong belief in accountability and integrity, Becky has successfully created solutions where others have seen challenges. Her extensive work experience includes roles at Prudential Financial, Brighthouse Financial, Retirement Clearinghouse, and GE Financial.
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About
My entire career has been dedicated towards providing families and business owners with the education, tools and financial advice necessary to: develop sound financial goals, successfully navigate the investment market and to achieve their financial dreams. My strong belief in accountability and integrity based sales have made me especially successful at creating solutions where others have seen challenges.
Work Experience
managing director @ pacific life | chfc cltc
Financial Services
Becky Lynn Robinson's Professional Milestones
- Life Insurance Wholesaler (2018-10-01~2020-01-01): Increasing client base by 20% through comprehensive business development strategies and effective supplier relationships.
- Life Insurance Wholesaler (2020-01-01~): Expanding market reach through strategic partnerships and targeted customer acquisitions.
Education
Liberal Arts,
Humanities,
General Studies,
Associates,
Associate Of Arts
2015-2016Skill
Investments
Series 7
Series 63
Portfolio Management
Mortgage Lending
Financial Advisory
Series 65
Life Insurance
Wealth Management Services
Mortgage Banking
High Net Worth Individuals
Strategic Financial Planning
401k
Fixed Annuities
Insurance
Retirement Planning
Financial Planning
Wealth Management
Iras
Wealth Accumulation
Survivor Income
Finra
Group Meetings
Long Term Care Insurance
Territory Development
Presentations
Insurance Brokerage
Strategic Planning
Sales Presentations
Leadership
Cross-selling
Point Of Sale
Certification
Colleagues
Shane Dugan
Senior Product Owner | Customer Activities Platform
Brian Gable
product owner - pacific life
Valerie Nash, PMP, CSM, CSPO
technical product owner | aws certified
Joe Pelton
product owner senior systems analyst appian designer
Heather Allison
Product Owner
Other Named Becky Lynn Robinson
Frequently asked questions
We found 3 Becky Lynn Robinson's email addresses
We found 2 Becky Lynn Robinson's phone numbers
Becky Lynn Robinson's social media include: Linkedin,
Becky Lynn Robinson works for Pacific Life
Becky Lynn Robinson's role in Pacific Life is managing director @ pacific life | chfc cltc
Becky Lynn Robinson works in the industry of Financial Services
Becky Lynn Robinson's colleagues are Shane Dugan,Brian Gable,Valerie Nash, PMP, CSM, CSPO
Becky Lynn Robinson's latest job experience is managing director @ pacific life | chfc cltc at Pacific Life
Becky Lynn Robinson's latest education in San Antonio College
