Phillip Baker, Crc

Phillip Baker, Crc

Regional Vice President @ Protective Life

About Phillip Baker, Crc

Phillip Baker, CRC, serves as the Regional Vice President at Protective Life in Cincinnati, OH, where he has worked since 2011. He has a background in financial advisory and a strong focus on business development within the insurance industry.

Work at Protective Life

Phillip Baker has served as the Regional Vice President at Protective Life since 2011. Based in Cincinnati, OH, he has held this position for 13 years. In this role, he focuses on business development, emphasizing growth and client acquisition within the insurance sector. His leadership contributes to the company's strategic initiatives and overall market presence.

Previous Experience at Prudential Financial

Before joining Protective Life, Phillip Baker worked as a Financial Advisor at Prudential Financial from 2009 to 2011. During his two years in this role, he developed skills in client management and financial planning. His experience at Prudential laid the foundation for his subsequent success in the insurance industry.

Education and Expertise

Phillip Baker earned a Bachelor of Arts (B.A.) degree from Miami University in Ohio. His educational background supports his expertise in financial compliance and investment products, particularly in Series 6 and Securities Regulation. This knowledge is essential for navigating the complexities of the financial services industry.

Industry Skills and Specializations

Phillip Baker possesses a robust skill set in mutual funds, reflecting his deep understanding of investment vehicles and portfolio management. His expertise in these areas enhances his ability to advise clients effectively and contribute to business growth within the insurance industry.

Business Development Focus

Phillip Baker demonstrates a strong history of business development within the insurance industry. His focus on growth and client acquisition has been a significant aspect of his career, allowing him to drive success for the organizations he has been part of.

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