DIRECTOR
James (Jim) Robinson RHU, CLU, ChFC, CFP, MSFS
Director: Auburn Mountain Financial Education Services
About Jim Robinson
Mr. Robinson has held the position of Manager Of Agency Training at the Prudential Insurance Company of America’s Greater Mid-Atlantic Agency since 2003. Prudential offers a variety of products and services, including life insurance, mutual funds, annuities, pensions, retirement services, asset management, securities brokerage, banking and trust services, real estate brokerage franchises and relocation services.
Mr. Robinson’s work involves training, developing, and coaching the Financial Services Professionals that are charged with growing and protecting wealth in their communities.
After a successful career as a Life Training Wholesaler at New York Life, Jim was recruited to the Prudential Greater Mid-Atlantic Agency by it’s star Managing Director; Scott Absher. Jim currently contributes to the management group as Manager Of Agency Training for one the largest territorial agencies with this global leader, serving Maryland, Virginia and Washington D.C. Jim manages the Federal Securities i.e. Series 7, and Series 6, the Registered Investment Advisor (RIA) i.e. Series 66, and Series 63 & 65 and the Life and Health Insurance licensing process in the agency. Jim is also responsible for training experienced career producers and field management. Jim creates and manages a diverse multi-cultural learning environment within the four offices in his assigned territory. Jim also recruits new talent as a part of the sales management team.
Jim ranked among the top Managers Of Agency Training in the company in 2005 and 2007, and won Manager of Agency Training Awards in 2004 and 2006. In 2005, The Greater Mid-Atlantic Agency earned the Prudential President’s Citation, finishing # 3 in the country and in 2006, the agency finished # 1 in total New Associate production. In 2007, the Greater Mid-Atlantic Agency qualified for another citation, ranking # 2 overall in the nation.
Jim’s community involvement includes The Boy Scouts of America (BSA). BSA is the largest youth organization in the United States, with over five million members. Jim served as District Commissioner (Umoja District). Jim is also a member of the National Sales Network. This membership organization’s objective is to meet the professional and developmental needs of African-American sales and sales management professionals. (www.salesnetwork.org <http://www.salesnetwork.org>)
Jim is the author of “Changing Faces - America’s Wealth Advisors.” In his book, Jim deploys “Story Telling” to educate, inform and coach aspiring Financial Services Professionals. Jim’s inspiration for writing the book is his passion to bring the best people of color to the Financial Services Industry. Jim’s desire is to clean up the recruiting food chain by delivering a better-informed candidate to the doors of Financial Services Companies. These candidates will populate the management teams and leadership teams of these companies in years to come. Meanwhile, this new blood will grow into the Financial Services forces that are responsible for growing and protecting the wealth of all nations.
Jim also teaches CLU insurance sessions to students majoring in Business and International Finance at Howard University in Washington, D.C. Jim has also served as Finance Committee Chairperson of a large United Methodist Church.
Jim has a Bachelor Degree in Economics/Marketing from DePaul University as well as a Masters of Science In Financial Services from The American College. In addition, Jim holds varied credentials, including the Registered Life Underwriter-RHU, Charter Life Underwriter-CLU, Chartered Financial Consultant-ChFC, and Certified Financial Planner-CFP.
Jim is a passionate advocate of the CFP program and has taught the CFP certificate program at Oglethorpe University in Atlanta Georgia, as well as through the American College Horizons program. Jim is Board Certified: International Board of Standards-College of Financial Planning. Jim also served as Technology Committee Chairperson (2002) for the Financial Planning Association of Georgia.
Contact Jim at Directors@auburnmountain.com