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Levi Robinson has over 8 years of experience in the financial services industry. He currently works as a Specialist II in E-Learning at Aviva USA, where he creates online training materials and webcasts to increase sales. Previously he worked as a Marketing Specialist and Investment Counselor. He holds a Bachelors degree in Business Administration and is pursuing his CLU and FLMI designations.
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- 1. Levi Robinson, ALMI9350 Greenspire Drive, West Des Moines, IA 50266Cell: 515-447-2887Work: 515-342-4958Levi.robinson@avivausa.comCAREER OBJECTIVETo pursue further growth opportunities in a position in life insurance, annuities, investments, and/or wholesaling that allows me to continue taking advantage of my experience, education and gives me an opportunity to grow with a progressive organization. SummaryOver 8 years of experience in the financial services industry.Extensive life insurance and annuity knowledge.Technological skills ranging from WebEx, BrainShark, to Life Portraits Sales Solutions.Training & Adult Learning experience.Enthusiastic and experienced in the investment & life insurance industry, including distribution systems.Top level service to Key Distribution field partners. Strong key relationship contacts with Underwriting, Product Development, Software Development, Compliance, and New Business.EducationBachelors Degree in Business AdministrationAIB College of Business, Des Moines, IA2008Associates Degree in Business Administration Sales & MarketingAIB College of Business, Des Moines, IAAssociate, Life Management Institute (ALMI) 20052010Currently pursuing my CLU and FLMI. Anticipated completion 20112010Career History & AccomplishmentsSpecialist II E-Learning Aviva USAPrimary responsibility is to increase sales and brand awareness of current products and distribution channels with customized learning applications.High caliber training both in person and web based to key distribution partners; BGA, IMO (NMO), PPGA, and CMO.Created and maintained over 70 BrainShark presentations ranging from Products, Sales Ideas and “How To Conduct Business” with Aviva.Created and maintained a monthly webcast schedule.Primary responsibility for sales brochure concepts used in field.2008 to PresentMarketing Specialist I, Aviva USADaily relationship building with field personnel to increase sales of products. This included illustration support, website support, new business, contracting, sales ideas and product selection.Achieved highest sales output on team; calls taken, agent sales assistance.Key contact on the team in regards to technology questions; e-app, website, and illustration software.2007 to 2008Investment Counselor, Principal Financial GroupDirect client sales to increase retention and asset goals.Met and exceeded monthly sales goal of $100k.Gave investment advice regarding Mutual Funds, CDs, Life & Annuity investment options.2006 to 2007TechnologyProficient in: Microsoft PowerPoint, Microsoft Word, Microsoft Excel, Microsoft Outlook, BrainShark, WebEx, Life Portraits Sales Solution Software, WinFlex, VitalSigns, and LifeSpecs.<br />