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Robert Terry has a diverse work experience in the financial industry. Robert started their career as a Payroll Specialist at Benefit Consultants Group from September 2004 to April 2007. Robert then worked as a Financial Operations employee at BCG Securities from April 2007 to May 2008. Robert returned to Benefit Consultants Group in May 2008 and held various roles, starting as an Advisor Services Consultant until October 2015. During this time, they gained extensive knowledge in retirement plan business, provided sales support to financial advisors, and played a key role in implementing new business. From October 2015 to January 2021, they served as the Retirement Plan Sales Manager, where they directed sales distribution, developed strategic sales plans, and led sales and implementation teams. Currently, Robert holds the position of Director of Client Relations at Benefit Consultants Group starting from January 2021.

Robert Terry attended La Salle University from 2004 to 2008, where they obtained a Bachelor's degree in Finance & Risk Management and Insurance.