Jared Baker, Ricp® Email & Phone Number
@seniormarketsales.com
2 phones found area 402 and 800
LinkedIn matched
Who is Jared Baker, Ricp®? Overview
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Jared Baker, Ricp® is listed as Sales and Marketing Consultant at Senior Market Sales Inc, a company with 303 employees, based in Omaha, Nebraska, United States. AeroLeads shows a work email signal at seniormarketsales.com, phone signal with area code 402, 800, and a matched LinkedIn profile for Jared Baker, Ricp®.
Jared Baker, Ricp® previously worked as Investment Advisor Representative at Sequent Planning and Registered Rep/Wholesaler at Peak. Jared Baker, Ricp® holds Bachelor Of Arts, Economics from University Of Nebraska-Lincoln.
Email format at Senior Market Sales Inc
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AeroLeads found 1 current-domain work email signal for Jared Baker, Ricp®. Compare company email patterns before reaching out.
About Jared Baker, Ricp®
Since I was young, I have been attracted to a career in financial services, and given my personality, it made sense to pursue a career in sales. I love the freedom of working with a diverse group of clients who share my mission of impacting people’s lives in a very positive way. Retirement planning is a vast undertaking and relying on skilled and trusted professionals is critical in this age of uncertainty.Throughout my career, I have been a consistent top achiever skilled in financial services sales, leadership, relationship building, recruiting, onboarding, educating agents and advisors, understanding their needs, and implementing strategic methods for improvement. I am highly respected as a collaborative business partner and advisor to some of the nation’s most successful financial services professionals in the Retirement Planning and Securities marketplaces. In my current role, I have led, trained, and coached teams of advisors, recruited more than 500 producers, and maintained a team of up to 160 revolving producers in the areas of retirement planning, income planning, tax planning, social security planning, product placement, business planning, and revenue growth. I have also assisted with the onboarding and relationship management of 10+ new Broker-Dealers partners.As a leader, I take a people-first approach--my style is transformational and affiliative. I help each team member understand that their contribution is valued. I set clear expectations and encourage my team to take ownership of their work while knowing I am available for guidance and direction. I strive to make every member of the team feel valued and appreciated. Everyone benefits when the culture is positive, and team morale is high.SKILLS SUMMARYFinancial Services Consulting | Sales Team Leadership | Agent, Advisor, Producer SupportRevenue & Profit Growth | Sales & Marketing Consulting | Relationship BuildingRecruiting, Training, Coaching | Customer Acquisition & Retention | Business Development & Sales Financial Planning | Insurance & Annuities | Fintech Software / SaaS | Communication & InfluenceFinancial Modeling & Budgeting | Data Mining & Data Analysis | Regulatory RequirementsProject Management | Cross-Functional CollaborationSPECIALIZATIONS: sales team leadership, building client relationships, financial planning, capital preservation, risk management, practice management, needs analysis, asset allocation, wealth transfer, and Social Security, tax, and legacy planning.
Listed skills include Fixed Annuities, Retirement, Retirement Planning, Insurance, and 46 others.
Jared Baker, Ricp®'s current company
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Jared Baker, Ricp® work experience
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Investment Advisor Representative
Current
Registered Rep/Wholesaler
Current
Sales & Marketing Consultant
Current- Optimized the marketing and placement of over $300M of fixed indexed annuity business, over $50M of fixed annuity business; cross-sold over $10M of Life, Long Term Care (LTC), & Medicare solutions.
- Coached and steered my Top 20 Advisors to achieve 90% retention rate (84% for the Top 50 Producers) and grow their book of business by an average of 46%.
- 8-year Attendee – Annexus University (Top 75 Marketers Nationally)
- Recruited more than 500 producers over 10 years and maintained a team of up to 160 revolving producers in the areas of retirement planning, income planning, tax planning, social security planning, product placement.
- Directed and assisted in the onboarding 12+ new Broker-Dealers.
- Initiated advanced planning strategies with top producers to maximize business growth.
Marketing Coordinator
Regional Sales Director
- Wholesaled a co-designed, proprietary Fixed Indexed Annuity product, with limited distribution, for a Fortune 500 Company in the financial services industry.
- Developed and maintained new relationships with financial advisors within the Independent Broker-Dealer channel.
- Delivered product training, sales strategies, and case design to educate and support sales advisors.
- Contributed to advisors’ business growth and provided advisor clients with solutions to meet changing needs.
Senior Retirement Business Consultant / Advanced Underwriter
- : Consulted with and supported Sales Directors, Wholesalers, and other channels. Proposed group annuity options for defined benefit plan terminations, terminal funding annuities, executive benefits, corporate annuity.
- Delivered education, training, and support for over 50 clients on account management, business development, sales planning, relationship building, underwriting, and plan consulting and design.
- Designed and consulted on group annuity proposals for defined benefit plan terminations with plan assets of up to $15M.
Hybrid Wholesaler
- Delivered internal and external sales and sales support and operated as an Internal Wholesaler for the Western Region of the United States.
- Specialized in the consultative selling of defined benefit plan terminations, executive benefits, corporate purchase annuity products, and qualified plan rollover annuities, conducted sales calls, webinars, and.
- Pursued, built, and maintained sales relationships through multiple distribution channels, including Broker-Dealers, FMO - IMO’s, TPAs, employee benefits firms, accounting firms, actuarial firms, and attorneys.
Colleagues at Senior Market Sales Inc
Other employees you can reach at seniormarketsales.com. View company contacts for 303 employees →
Anna Ferrin
Colleague at Senior Market Sales IncOmaha Metropolitan Area, United States
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William Kauffman, Jr., Clu, Chfc, Llif
Colleague at Senior Market Sales IncOmaha, Nebraska, United States, United States
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Steve Rohrig
Colleague at Senior Market Sales IncOmaha, Nebraska, United States, United States
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Crystal Hansen
Colleague at Senior Market Sales IncOmaha, Nebraska, United States, United States
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Ray Peltz
Colleague at Senior Market Sales IncOmaha, Nebraska, United States, United States
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Alan Radda
Colleague at Senior Market Sales IncOmaha, Nebraska, United States, United States
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Kinsey Strom
Colleague at Senior Market Sales IncOmaha, Nebraska, United States, United States
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RM
Roger Marvel
Colleague at Senior Market Sales IncGlenwood, Iowa, United States, United States
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JB
Jack Batho Iii
Colleague at Senior Market Sales IncOmaha Metropolitan Area, United States
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CD
Christina Douglas
Colleague at Senior Market Sales IncOmaha, Nebraska, United States, United States
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Jared Baker, Ricp® education
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University Of Nebraska-Lincoln
Frequently asked questions about Jared Baker, Ricp®
Quick answers generated from the profile data available on this page.
What company does Jared Baker, Ricp® work for?
Jared Baker, Ricp® works for Senior Market Sales Inc.
What is Jared Baker, Ricp®'s role at Senior Market Sales Inc?
Jared Baker, Ricp® is listed as Sales and Marketing Consultant at Senior Market Sales Inc.
What is Jared Baker, Ricp®'s email address?
AeroLeads has found 1 work email signal at @seniormarketsales.com for Jared Baker, Ricp® at Senior Market Sales Inc.
What is Jared Baker, Ricp®'s phone number?
AeroLeads has found 2 phone signal(s) with area code 402, 800 for Jared Baker, Ricp® at Senior Market Sales Inc.
Where is Jared Baker, Ricp® based?
Jared Baker, Ricp® is based in Omaha, Nebraska, United States while working with Senior Market Sales Inc.
What companies has Jared Baker, Ricp® worked for?
Jared Baker, Ricp® has worked for Senior Market Sales Inc, Sequent Planning, Peak, The Annexus® Group – Annexus Distributors, and Mutual Of Omaha.
Who are Jared Baker, Ricp®'s colleagues at Senior Market Sales Inc?
Jared Baker, Ricp®'s colleagues at Senior Market Sales Inc include Anna Ferrin, William Kauffman, Jr., Clu, Chfc, Llif, Steve Rohrig, Crystal Hansen, and Ray Peltz.
How can I contact Jared Baker, Ricp®?
You can use AeroLeads to view verified contact signals for Jared Baker, Ricp® at Senior Market Sales Inc, including work email, phone, and LinkedIn data when available.
What schools did Jared Baker, Ricp® attend?
Jared Baker, Ricp® holds Bachelor Of Arts, Economics from University Of Nebraska-Lincoln.
What skills is Jared Baker, Ricp® known for?
Jared Baker, Ricp® is listed with skills including Fixed Annuities, Retirement, Retirement Planning, Insurance, Employee Benefits, Sales, Life Insurance, and Customer Service.
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