Robert L. Chang

Regional Vice President at Horace Mann

Robert L. Chang has a diverse work experience in the finance and insurance industry. Robert L. currently serves as the Managing Partner at Chang and Associates, a financial services firm specializing in investment management and financial planning. In this role, they focus on financial advisory, portfolio management, economic research, stock analysis, and client service.

Prior to this, Robert worked as the Managing General Agent at Farmers Insurance.

Robert L. also had extensive experience at Horace Mann, where they held multiple roles including Regional Vice President, Field Sales Leader, Financial Sales Consultant, Sales Development Leader, and Agency Owner. In these roles, they were responsible for driving sales, relationship development, revenue maximization, consolidation, training, hiring, and success of the agency managers and exclusive agents.

Robert L. Chang earned a Bachelor's degree in Economics from Seattle University, completing their studies from 1992 to 1994. Additionally, they obtained certifications in Series 7, 63, and 26 from FINRA. Robert L. also holds certifications in LUTCF and FSCP from the American College.

Links

Timeline

  • Regional Vice President

    January, 2016 - present

  • Field Sales Leader

    June, 2015

  • Financial Sales Consultant

    January, 2014

  • Sales Development Leader

    June, 2013

  • Agency Owner

    June, 2010

View in org chart