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Bob Barrett Sweet profile image

Bob Barrett Sweet

Director Of Operations at <a class="not-italic font-text_font text-[18px] font-bold cursor-pointer text-link_color" target="_blank" href="/companies/the-smith-companies-ltd-">The Smith Companies, Ltd.</a>
Intro Book
Seasoned insurance professional with 21 years of experience in competitive intelligence, marketing, sales, and business planning.
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Location
Boston, Massachusetts, United States, US
Skills
  • Competitive Intelligence
  • Marketing
  • Insurance
  • Sales
  • Strategic Planning
  • Show all
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Bio

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Bob Barrett-sweet is a seasoned insurance professional with 21 years of experience in competitive intelligence, marketing, sales, and business planning. He has worked with various insurance carriers and companies, including The Smith Companies, Ltd. and Allmerica Financial Corporation. He holds multiple certifications, including MSFS, ChFC, CLU, and CASL.

Credentials

  • CASL - Chartered Advisor in Senior Living
    The American College
    Feb, 2014
    - May, 2026
  • Series 6 Registered Representative of The Leaders Group, Inc. Member FINRA
    Financial Industry Regulatory Authority (FINRA)
    Aug, 2000
    - May, 2026
  • AAPA - Associate, Annuity Products and Administration
    LOMA
  • ChFC - Chartered Financial Consultant
    The American College of Financial Services
  • CLU - Chartered Life Underwriter
    The American College of Financial Services
  • MSFS - Master of Science in Financial Services
    The American College of Financial Services
  • PCS - Professional, Customer Service
    LOMA
  • RHU - Registered Health Underwriter
    The American College of Financial Services

Experience

  • The Smith Companies, Ltd.
    • United States
    • Financial Services
    • 1 - 100 Employee
    • Director Of Operations
      • Jan 2018 - Present

      Operational activities, supervision of various staff, evaluate business efficiency, financial review and profitability, company polices and implementation, analyzing and interpreting data and metrics. National Account and Life Insurance Carrier relationship management.

    • Director of Marketing
      • Jun 2013 - Jan 2018

      I work with about 25 different insurance carriers as a product and illustration director for life insurance. I specialize in the areas of carrier competitiveness, niche marketing, product and state availability, pricing, transition guidelines, etc. I've also consulted with different insurance carriers on their development of new insurance products and software systems.

    • Associate Director of Marketing
      • Jan 2003 - Jun 2013

      I worked with about 25 different insurance carriers as a product and illustration specialist for life insurance. I specialize in the areas of carrier competitiveness, niche marketing, product and state availability, pricing, transition guidelines, etc. I've also consulted with different insurance carriers on their development of new insurance products and software systems.I also market Long Term Care Insurance and Disability Insurance.

  • Allmerica Financial Corporation
    • Worcester, MA
    • Client Service Representative
      • Jun 2000 - Jan 2003
      • Worcester, MA

      Serviced Variable and Fixed Annuities as well as Variable, Whole, and Universal Life Insurance in an inbound Call Center.

Education

  • 2006 - 2008
    The American College
  • 1996 - 2000
    Clark University
  • 1992 - 1996
    Amesbury High School

Suggested Services

This profile is unclaimed. These are suggested service rates with 0% commision upon successful connection

Industry Focus. “Insurance”

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