Jack Curtis
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Jack Curtis Email & Phone Number

Regional Sales Consultant at Prime Pensions, Inc.
Location: Greater Boston, United States, United States 11 work roles 2 schools
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Current company
Prime Pensions, Inc.
Role
Regional Sales Consultant
Location
Greater Boston, United States, United States
Company size
45 employees

Who is Jack Curtis? Overview

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Jack Curtis is listed as Regional Sales Consultant at Prime Pensions, Inc., a company with 45 employees, based in Greater Boston, United States, United States. AeroLeads shows a matched LinkedIn profile for Jack Curtis.

Jack Curtis previously worked as Regional Vice President of Sales (East) at Prime Pensions, Inc. and Partner at New York Life Insurance Company. Jack Curtis holds Bachelor Of Arts, English from University Of Massachusetts.

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Email format at Prime Pensions, Inc.

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Prime Pensions, Inc.

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Profile bio

About Jack Curtis

As the Regional Sales Consultant for Prime Pensions, Inc. for the New England territory, I aim to establish new relationships and enhance existing relationships with financial advisors, CPAs, and tax attorneys. I have over 20 years of experience working with local business owners and financial professionals to create solutions for their retirement plan needs, including designing plans and preparing illustrations for prospective clients. My experience includes both defined contribution (401k, 403b, 457) and defined benefit plans (cash balance).At Prime Pensions, Inc., we understand that retirement planning is not a one-size-fits-all endeavor. Each client's aspirations and financial situations are unique, and our approach reflects that understanding. I pride myself on my ability to listen attentively to my clients' needs, concerns, and dreams, translating them into comprehensive retirement plans that pave the way for a secure and fulfilling future.I believe that by working closely with financial advisors, recordkeepers, and plan sponsors, together we can create retirement solutions that grow with you and your organization.

Current workplace

Jack Curtis's current company

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Prime Pensions, Inc.
Prime Pensions, Inc.
Regional Sales Consultant
Boston, MA, US
Website
primepensionsinc.com
Employees
45
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Company profile
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11 roles

Jack Curtis work experience

A career timeline built from the work history available for this profile.

Regional Vice President Of Sales (East)

Current
Prime Pensions, Inc.

Florham Park, New Jersey, US

Jul 2024 - Present

Regional Sales Consultant

Prime Pensions, Inc.

Florham Park, New Jersey, US

As the Regional Sales Consultant for Prime Pensions, Inc. for the New England territory, I aim to establish new relationships and enhance existing relationships with financial advisors, CPAs, and tax attorneys. I have over 20 years of experience working with local business owners and financial professionals to create solutions for their retirement plan.

Aug 2023 - Aug 2024

Partner

New York Life Insurance Company

New York, New York, US

My overall objective is the continued dedication to hiring and developing capable men and women from all backgrounds who can provide effective and innovative solutions for the problems people and businesses face. My expertise includes recruiting within the financial services industry, with the focus on attracting, hiring, and retaining outstanding.

Apr 2022 - Aug 2023

Sales Director

Mutual Of Omaha

Omaha, NE, US

Disclosures:‎ This is not an offer or solicitation in any jurisdiction where weare not authorized to do business 1.‎ Insurance Licensed in: MA, NH, ME,VT,RI,VA,GA‎2. Disclosure: http://www.mutualofomaha.com/disclosure/ ‎‎3.‎ Securities and advisory services offered through Mutual of Omaha Investor Services, Inc., Member FINRA.

Jan 2019 - May 2022

Regional Sales Director

Lincoln Financial Distributors

Radnor, PA, US

Unique ability to simplify complex ideas and present them in a clear and compelling manner. My mission is to offer proven retirement solutions to business owners and their employees on qualified plans including 401(k), profit sharing and defined benefit plans.I also specialize in helping financial advisors find opportunities to grow their.

Mar 2016 - Apr 2018

Regional Vice President

Guardian Life

New York, NY, US

Unique ability to simplify complex ideas and present them in a clear and compelling manner. My mission is to offer proven retirement solutions to business owners and their employees on qualified plans including 401(k), profit sharing and defined benefit plans.I also specialize in helping financial advisors find opportunities to grow their.

Sep 2012 - Nov 2015

Financial Advisor

Merrill Lynch

New York, NY, US

As a Merrill Lynch financial advisor I am committed to being an essential financial partner for my clients by serving their needs with integrity while providing a comprehensive service to achieve their financial objectives. I implement consultative approach using an efficient and automated process with sustainable, repeatable, and measurable long term.

Jun 2010 - Aug 2012

Internal Wholesaler

Sun Life Financial

OO

Prospected new sales leads, initiated and scheduled appointments, followed through with potential clients to drive sales, and built and maintained broker relationships for the following territories: Arizona, New Mexico, Alabama, Louisiana, Mississippi, New York, El Paso, Texas, San Diego, California and Las Vegas, NV

Sep 2006 - May 2010

Business Analyst

The Lentell Group, Inc

· Assisted in establishing an independent financial office. · Through direct client contact, assisted with financial planning inquiries and customer service. · Organized client seminars · Grew and maintained successful client relations. · Conducted securities and fund research as well as portfolio analyses and reviews. · Specialized in 401k planning and.

Jan 2003 - Sep 2004

Retirement Team Leader

Wachovia Securities, Inc

· Served as a client contact, assisted with financial planning inquiries and customer service. · Maintained successful client relations. · Conducted securities and fund research as well as portfolio analyses and reviews. · Specialized in 401k/retirement planning and prospecting.Licenses & TrainingMassachusetts Insurance--Life & HealthSequoia System: Core.

Jan 2001 - Jan 2002
Team & coworkers

Colleagues at Prime Pensions, Inc.

Other employees you can reach at primepensionsinc.com. View company contacts for 45 employees →

GC Gabrielle Cano-Cortes Gabrielle Cano-Cortes Colleague at Prime Pensions, Inc. Middlesex, New Jersey, United States, United States View → MF Matthew Feit, Qka Matthew Feit, Qka Colleague at Prime Pensions, Inc. Livingston, New Jersey, United States, United States View → MR Mike Redmon Mike Redmon Colleague at Prime Pensions, Inc. Jacksonville, Florida, United States, United States View → LH Luci Hartman Luci Hartman Colleague at Prime Pensions, Inc. Muncy, Pennsylvania, United States, United States View → BR Bob Riebesehl Bob Riebesehl Colleague at Prime Pensions, Inc. Hopewell Junction, New York, United States, United States View → MS Michael Sofia Michael Sofia Colleague at Prime Pensions, Inc. Morris Plains, New Jersey, United States, United States View → LD Luke Divich Luke Divich Colleague at Prime Pensions, Inc. Denver Metropolitan Area, United States View → LM Lindsay Maron Lindsay Maron Colleague at Prime Pensions, Inc. Florham Park, New Jersey, United States, United States View → DH Dena Hadzinikolov, Qkc, Qka Dena Hadzinikolov, Qkc, Qka Colleague at Prime Pensions, Inc. Muncy, Pennsylvania, United States, United States View → ST Stephanie Trostle Stephanie Trostle Colleague at Prime Pensions, Inc. Montgomery, Pennsylvania, United States, United States View →
2 education records

Jack Curtis education

Bachelor Of Arts, English

University Of Massachusetts

English

University Of Hartford
FAQ

Frequently asked questions about Jack Curtis

Quick answers generated from the profile data available on this page.

What company does Jack Curtis work for?

Jack Curtis works for Prime Pensions, Inc..

What is Jack Curtis's role at Prime Pensions, Inc.?

Jack Curtis is listed as Regional Sales Consultant at Prime Pensions, Inc..

Where is Jack Curtis based?

Jack Curtis is based in Greater Boston, United States, United States while working with Prime Pensions, Inc..

What companies has Jack Curtis worked for?

Jack Curtis has worked for Prime Pensions, Inc., New York Life Insurance Company, Mutual Of Omaha, Lincoln Financial Distributors, and Guardian Life.

Who are Jack Curtis's colleagues at Prime Pensions, Inc.?

Jack Curtis's colleagues at Prime Pensions, Inc. include Gabrielle Cano-Cortes, Matthew Feit, Qka, Mike Redmon, Luci Hartman, and Bob Riebesehl.

How can I contact Jack Curtis?

You can use AeroLeads to view verified contact signals for Jack Curtis at Prime Pensions, Inc., including work email, phone, and LinkedIn data when available.

What schools did Jack Curtis attend?

Jack Curtis holds Bachelor Of Arts, English from University Of Massachusetts.

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