Eric B. Jackson, Clu, Lutcf

Eric B. Jackson, Clu, Lutcf Email and Phone Number

VP of Agency Diversity, Equity and Inclusion @ New York Life Insurance Company
Atlanta, GA, US
Eric B. Jackson, Clu, Lutcf's Location
Atlanta Metropolitan Area, United States, United States
Eric B. Jackson, Clu, Lutcf's Contact Details

Eric B. Jackson, Clu, Lutcf work email

Eric B. Jackson, Clu, Lutcf personal email

n/a
About Eric B. Jackson, Clu, Lutcf

At New York Life, leading Agency Diversity, Equity, and Inclusion efforts has been my focus, driving the charge towards a more equitable financial services industry, while providing access to financial literacy and creating financial empowerment for the clients we serve. Our mission is to continually integrate DE&I principles into our core business strategy, ensuring that our commitment to social justice, equity and belonging are not just aspirational, but transformative and actionable.With over a two decades of experience in market strategy and sales processes, my mission extends beyond the conventional scope—cultivating strategic internal and external partnerships that foster enduring change. Our team's dedication to equitable access and inclusion doesn't just shape New York Life's culture but is also sets a precedent for the sector at large, and positively impacts the communities in which we live and work across the country. .

Eric B. Jackson, Clu, Lutcf's Current Company Details
New York Life Insurance Company

New York Life Insurance Company

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VP of Agency Diversity, Equity and Inclusion
Atlanta, GA, US
Website:
newyorklife.com
Company phone:
212-576-7000
Company email:
socialmedia@newyorklife.com
Eric B. Jackson, Clu, Lutcf Work Experience Details
  • New York Life Insurance Company
    Vp Of Agency Diversity, Equity And Inclusion
    New York Life Insurance Company
    Atlanta, Ga, Us
  • New York Life Insurance Company
    Vp Of Agency Diversity, Equity And Inclusion
    New York Life Insurance Company Nov 2021 - Present
    New York, New York, Us
  • New York Life Insurance Company
    Corporate Vice President And Market Manager
    New York Life Insurance Company 2018 - Present
    New York, New York, Us
    *Develop and manage the innovative implementation of overall market strategy for New York Life's African-American Market Unit;*Implement phase two of the $50B Billion Community Empowerment Movement;*Curate and grow corporate and community partners within centers of influence for strategic cooperation;*Forecast and provide analysis of the market;*Oversee retention efforts of sales agents
  • New York Life Insurance Company
    Corporate Vice President - Field Director
    New York Life Insurance Company 2014 - 2018
    New York, New York, Us
    *Lead Ambassador of the $50 Billion Community Empowerment Movement;*Developed and managed influential relationships with African American business, professional and community-based organizations;*Developed and managed recruiting and sales programs;*Analyzed, managed, and maintained market recruiting, retention, manpower/productivity case rate and premium data;*Created culturally specific and targeted training for field agents, managers, and Home Office personnel;*Grew annuity, investment, and life sales;*Exceeded department goals and increased market share*Led team of agents across the goal of $50B in sales in 2017
  • New York Life Insurance Company
    Affluent Market Life Specialist
    New York Life Insurance Company 2012 - 2018
    New York, New York, Us
    *Primarily responsible for supporting and promoting the sale of Affluent Market Life Products within assigned sales territory (33 Offices).*Works with other internal and external consulting teams to optimize overall Affluent Market Life efforts, with a special focus on corporate sales initiatives*Recognized expert in the assigned territory for integrating Insurance + Investments, as well as being a product subject matter expert*Manages the relationship with high potential agencies in the assigned territory as determined by the Home Office Corporate team.*Responsible for identifying gaps in Affluent sales and marketing materials with a specific goal of improving materials.*Develops sales presentations for use by advisers, and field consultants.Works with Home Office Corporate team to identify gaps in agent training materials, and provide subject matter expertise to create new materials.
  • Eagle Strategies, Llc
    Lifetime Wealth Specialist
    Eagle Strategies, Llc 2010 - 2012
    New York, Ny, Us
    *Successfully managed a sales territory which included 13 states and 150+ Investment Adviser Representatives within targeted budget guidelines*Piloted key corporate initiative to develop tools integrating the sales and management of insurance and investment products*Met and Exceeded corporate sales goals; Assets Under Managements Results include $32 Million in 2010, $154 Million in 2011, and $90 Million Jan-June, 2012*Worked with corporate structure to develop processes for working with institutional accounts*Worked to increase RIA recruitment efforts across assigned territory*Conducted weekly group and individual training/development sessions focused on product knowledge and sales skills.

Eric B. Jackson, Clu, Lutcf Skills

Fixed Annuities Insurance Life Insurance Sales Training Marketing Management Sales Management Customer Service Team Building Marketing Strategy Recruiting Coaching Mutual Funds Wealth Management Employee Benefits Budgets Business Development Relationship Management New Business Development Project Management Strategic Financial Planning Employee Training Leadership Development

Eric B. Jackson, Clu, Lutcf Education Details

  • Johnson C. Smith University - Jcsu
    Johnson C. Smith University - Jcsu
    Business - Management
  • American College For Financial Services
    American College For Financial Services
    Insurance

Frequently Asked Questions about Eric B. Jackson, Clu, Lutcf

What company does Eric B. Jackson, Clu, Lutcf work for?

Eric B. Jackson, Clu, Lutcf works for New York Life Insurance Company

What is Eric B. Jackson, Clu, Lutcf's role at the current company?

Eric B. Jackson, Clu, Lutcf's current role is VP of Agency Diversity, Equity and Inclusion.

What is Eric B. Jackson, Clu, Lutcf's email address?

Eric B. Jackson, Clu, Lutcf's email address is lu****@****ife.com

What schools did Eric B. Jackson, Clu, Lutcf attend?

Eric B. Jackson, Clu, Lutcf attended Johnson C. Smith University - Jcsu, American College For Financial Services.

What skills is Eric B. Jackson, Clu, Lutcf known for?

Eric B. Jackson, Clu, Lutcf has skills like Fixed Annuities, Insurance, Life Insurance, Sales, Training, Marketing, Management, Sales Management, Customer Service, Team Building, Marketing Strategy, Recruiting.

Who are Eric B. Jackson, Clu, Lutcf's colleagues?

Eric B. Jackson, Clu, Lutcf's colleagues are Laura Willwerth, Ajay Dwivedi, Kuldeep Kaur, Safeer Akbar, Muriel Harr, Ruben Mendoza, Samantha Schuh.

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