Michael Robinson is a high-skilled expert, that works in The Blueprint Insurance Services main office of which is in 353. on the position of Co-Founder and Your Business Development Partner since 2014. This person has earned professional experience in more than 12 positions at various companies. Michael Robinson went to the Assumption College and got education from 2002 to 2006. Shrewsbury, Massachusetts is the area, where this professional was lastly known to be situated. Michael Robinson's email address and phone number can be easily accessed through Connexy on demand.
Name variants:
Mikael Robinson,
Mychael Robinson,
Mike Robinson,
Mikey Robinson,
Mick Robinson,
Mickey Robinson,
Micky Robinson,
Michl Robinson,
Mischa Robinson
Contact Information
Last Update
Jul 8, 2022
Email
mr**@gmail.com
Location
Shrewsbury, MA
Company
The Blueprint Insurance Services
Workplace
Co-Founder and Your Business Development Partner
Work History
Co-Founder and Your Business Development Partner
600 B St, San Diego, CA 92101
Michael's responsibilities at the BluePrint is to work with partner advisory firms on understanding their business, integrating into their workflow, and nurturing the partnership. Michael's ...
from Apr 2014
Customer Service Representative (Contractor)
Accessed 40 client/broker calls a day in an active call center
Processed numerous account trades and redemptions
Operated numerous systems to research customer inquiries.
Jan 2011 — Mar 2012
Document Scanner/Warehouse Worker
I was initially hired in June 2010 to scan confidential documents at Recall Document Management Service, as a month long assignment. When the scanning assignment was completed, I saw a need ...
Jun 2010 — Oct 2010
Founder
4751 Best Rd SUITE 140, Atlanta, GA 30337
Robinson Consulting, LLC is a General Agency for Fixed and Fixed Index Annuities, Life Insurance and Long Term Care Solutions. We help producers and advisors specialize in innovative and un...
Mar 2010 — Oct 2014
Member Appeals and Grievances Employee
My position at Fallon entailed reviewing member appeals and grievances for denied medical services and writing the respective reports. Reports were thorough and swift due to the importance o...
Jun 2009 — Aug 2009
Client Service Representative
My time as a customer service representative for the triage group at Fidelity taught me the importance of listening to any details a customer might divulge very carefully. When someone first...
Nov 2008 — Jan 2009
Client Service Representative
My time as an inbound call center representative for PNC taught me about the diversity of the financial industry. PNC serves as a contractor, providing customer service representatives to co...
Feb 2008 — Oct 2008
Director of Marketing
Carlsbad, CA
Annuity and Marketing Director - Building relationships with groups and individual financial advisors. Improved annuity sales from 32 million 156 million in two years and eight months.
● F...
Dec 2007 — Mar 2010
Client Services Representative
My period as a telephone service representative at Putnam Investments afforded me with invaluable experiences about how to deal with the public. This was a high-pressure environment, the ave...
Feb 2007 — Nov 2007
Business Consultant
15050 Avenue Of Science SUITE 100, San Diego, CA 92128
●Financial services business building and marketing
●Fixed, Fixed Index Annuities,
●Income for Life
●Life Insurance
●Long Term Care
●Wealth Transfer
●Retirement Planning and Income Di...
2005 — 2007
Regional Vice President
1 Sun Life Park, Wellesley Hills, MA
Independent channel for Variable Annuities. covering all five boroughs of New York and all of Long Island.
●Financial services business building and marketing
●Variable Annuities, Fixed I...
2000 — 2005
Global Fixed Income - Trading Assitant
100 Federal St, Boston, MA 02110
Putnam Investments is a global money management firm with over 70 years of investment experience.
●Reconciled $60 million of bond inventory with mutual fund partners daily
●Executed bond ...
Feb 1993 — 2000
Education
2002 — 2006
1990 — 1992
1988 — 1990
Occupations
Executive
Team Leader
Sales Specialist
Client Service Officer
Contractor
Agent
Warehouse Clerk
Operations Manager
Customer Service
Independent Business Owners
Sales Representative
Clerical Specialist
Skills
Microsoft Excel
Microsoft Office
Research
Powerpoint
Microsoft Word
Outlook
Data Entry
Lotus Notes
Customer Service
Social Media
Project Management
Software Documentation
Time Management
Teamwork
Office Management
Fixed Annuities
Retirement Planning
Life Insurance
Insurance
Long Term Care
Investments
Financial Advisory
Wealth
Retirement
Financial Services
Mutual Funds
Marketing
Training
Securities
Disability Insurance
Finance
Wealth Management
Product Marketing
Term Life Insurance
Small Business
Coaching
Variable Annuities
Estate Planning
Investment Strategies
Asset Management
Investment Advisory
Iras
Long Term Care Insurance
401K
Strategic Financial Planning
Whole Life
Series 63
Series 7
Wealth Management Services
Fixed Income
Salesforce Training
Financial Planners
Pensions
Universal Life
Series 6
Bonds
Asset Allocation
Alternative Investments
Personal Finance
Indexed Annuities
Wealth Transfer
Annuity
Annuities
Investment Management