Profile

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As a business solutions strategist for the Truist Life Insurance Services (LIS) Business Solutions Team (BST), Robert Hoffman works with business clients of Truist's Commercial and McGriff lines of business. Robert specializes in the discovery, design, implementation, and management of complex planning solutions for business clients. With expertise in business succession strategies and non qualified employee benefits, Robert provides customized business solutions for successful corporations, their owners, and their respective families while adding valuable insight as a member of the team at Truist. Before joining Truist LIS in 2022, Robert was a life and annuity specialist for a Fortune 100 insurance company. He was responsible for developing and implementing critical strategies for his clients. During his tenure, Robert played an essential part in establishing a third-party agency, overseeing this project from start to completion. Additionally, Robert served as a wealth consultant for a large financial services company. He acted as a wholesaler in this role, building relationships with financial advisors and assisting them with their life insurance plans.