Jake Martin Email and Phone Number
Jake Martin work email
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Jake Martin personal email
My mission is to provide everyone with the financial literacy they deserve. I truly take pride in helping families and healthcare professionals navigate the tough road towards financial freedom. I do free consultations because everyone deserves the opportunity for financial literacy and the ability to start their path towards freedom. Whatever your financial needs are, I can help you put together the missing puzzle pieces you need!
True Path Financial And Insurance Services
View- Website:
- truepathfinancialpartners.com
- Employees:
- 48
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Account ManagerTrue Path Financial And Insurance ServicesGilbert, Az, Us
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Financial Services Professional / Account ManagerTrue Path Financial And Insurance Services Feb 2021 - PresentIrvine , California, UsHandles complex level projects and/or initiatives including managing project timelines, milestones and deliverables. Ensures that goals and objectives of the project are accomplished within prescribed time frame. Developed retirement plans for clients. Educated clients and found insurance and wealth building opportunities to add value.Mentored and helped junior advisers manage and navigate their business and markets. Provide 24/7 support to clientele on their insurance and retirement needs. Experienced in taking prospects through the entire sales cycle and cross sell opportunities as well. Jake Martin is licensed to sell insurance in CA,AZ,OK,VA. An endorsement of this individual may not reflect others’ views or experience. CA Insurance License Number: 4105949TC122783(0821)P -
Customer Service RepresentativeElixir Nov 2023 - PresentPhiladelphia, Pa, Us -
Sales Development RepresentativeBoard.Org (Part Of Fiscalnote) Feb 2023 - Jun 2023Austin, Texas, Us -
Sales Development RepresentativeFiscalnote Aug 2022 - Feb 2023Washington, District Of Columbia, Us -
Basketball RefereeCamarillo Youth Basketball Association Jan 2013 - Mar 2015Provided a leadership role to younger and less experienced referees. Also, developed communication skills within a team and organization.
Jake Martin Skills
Jake Martin Education Details
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California Lutheran UniversityGeneral -
Ventura CollegeGeneral
Frequently Asked Questions about Jake Martin
What company does Jake Martin work for?
Jake Martin works for True Path Financial And Insurance Services
What is Jake Martin's role at the current company?
Jake Martin's current role is Account Manager.
What is Jake Martin's email address?
Jake Martin's email address is ja****@****ard.org
What schools did Jake Martin attend?
Jake Martin attended California Lutheran University, Ventura College.
What skills is Jake Martin known for?
Jake Martin has skills like Teaching, Communication, Microsoft Excel, Organized, Interpersonal Skills.
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