Bob Woods
About Bob Woods
Bob Woods serves as the National Sales Manager at Mutual of Omaha, where he has worked since 2020. With over 15 years of experience in the financial services industry, he specializes in retirement plan sales and collaborates with financial advisors to create customized solutions.
Current Role as National Sales Manager
Bob Woods currently serves as the National Sales Manager at Mutual of Omaha. He has held this position since 2020, focusing on overseeing sales strategies and managing sales personnel within the organization. His role involves collaborating with financial advisors to create customized retirement plan solutions that meet the needs of clients and prospects.
Previous Experience at Mutual of Omaha
Prior to his current position, Bob Woods held several roles at Mutual of Omaha. He served as the Eastern Divisional Sales Director from 2017 to 2020 in Boston, Massachusetts. Additionally, he worked as a Business Development Manager for one year and as a National Account Manager for two years, from 2015 to 2017. His experience at Mutual of Omaha spans various aspects of sales management and business development.
Experience at Guardian Life
Before joining Mutual of Omaha, Bob Woods worked at Guardian Life as a Key Accounts Manager from 2007 to 2014. In this role, he managed key client accounts and contributed to the company's growth in the financial services sector. His tenure at Guardian Life added to his extensive experience in the industry.
Educational Background
Bob Woods studied at Stonehill College from 2000 to 2004. His education provided a foundation for his career in the financial services industry, equipping him with the necessary skills and knowledge to excel in various sales and management roles.
Professional Licenses and Designations
Bob Woods holds several professional licenses, including Series 7 and 63 licenses, which are essential for his work in the financial services industry. He also holds the Accredited Investment Fiduciary (AIF) designation, further demonstrating his expertise in retirement plan sales and fiduciary responsibilities.