Jason Holmberg

Jason Holmberg Email and Phone Number

401(k) Regional Vice President of the Rocky Mountain territory (CO, ID, UT, SD, ND, NE, MT, and WY) @ Equitable
Englewood, CO, US
Jason Holmberg's Location
Englewood, Colorado, United States, United States
Jason Holmberg's Contact Details
About Jason Holmberg

Registered Representative of Empower Financial Services, Inc., Member FINRA/SIPC. With a robust track record at Empower, my role as Senior Internal Sales Director focuses on revolutionizing retirement planning in special markets. My expertise in Sales Campaigns has been pivotal in enhancing our business units and supporting account executives. At Empower, we pride ourselves on providing industry-leading solutions and personalized advice, ensuring financial confidence for our clients' futures. See www.empower.com for more information. Our team's collaborative effort in the Government Markets and Special Markets has resulted in empowering employers and partners with streamlined processes and a shared vision of success. My commitment is rooted in leveraging my Series 6 certification to navigate complex retirement plan landscapes, ultimately driving growth and opportunity within Empower's ecosystem.

Jason Holmberg's Current Company Details
Equitable

Equitable

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401(k) Regional Vice President of the Rocky Mountain territory (CO, ID, UT, SD, ND, NE, MT, and WY)
Englewood, CO, US
Website:
equitable.com
Employees:
3190
Jason Holmberg Work Experience Details
  • Equitable
    401(K) Regional Vice President Of The Rocky Mountain Territory (Co, Id, Ut, Sd, Nd, Ne, Mt, And Wy)
    Equitable
    Englewood, Co, Us
  • Empower
    Senior Internal Sales Director
    Empower Jul 2022 - Present
    Greenwood Village, Co, Us
    We offer solutions to help people manage their money for today while saving more for their tomorrow.We are empowering people by helping them gain financial confidence through personalized advice.We are empowering employers by working together and living our values to help make their job more streamlined.We are empowering our partners by creating a shared vision of success and opportunity.
  • Empower
    Internal Sales Director - Government Markets
    Empower Jul 2019 - Feb 2022
    Greenwood Village, Co, Us
  • Icon Advisers, Inc.
    Mutual Fund Regional Sales Consultant
    Icon Advisers, Inc. Nov 2016 - May 2019
    Greenwood Village, Colorado, Us
  • Transamerica
    Retirement Plan Sales Consultant
    Transamerica Jun 2015 - Nov 2016
    Baltimore, Maryland, Us
  • Empower
    Life Insurance And Annuity Sales Director
    Empower Sep 2009 - May 2015
    Greenwood Village, Co, Us
  • Invesco Us
    Senior Mutual Fund Supervisor
    Invesco Us Apr 2003 - Aug 2009
    Atlanta, Ga, Us

Jason Holmberg Skills

Leadership Team Building Customer Service Coaching Team Leadership Customer Service Management Product Demonstration Relationship Management

Jason Holmberg Education Details

  • Regis University
    Regis University
    Business Administration And Management
  • Fort Lewis College
    Fort Lewis College
    General

Frequently Asked Questions about Jason Holmberg

What company does Jason Holmberg work for?

Jason Holmberg works for Equitable

What is Jason Holmberg's role at the current company?

Jason Holmberg's current role is 401(k) Regional Vice President of the Rocky Mountain territory (CO, ID, UT, SD, ND, NE, MT, and WY).

What is Jason Holmberg's email address?

Jason Holmberg's email address is ja****@****hoo.com

What schools did Jason Holmberg attend?

Jason Holmberg attended Regis University, Fort Lewis College.

What are some of Jason Holmberg's interests?

Jason Holmberg has interest in Poverty Alleviation, Children, Disaster And Humanitarian Relief.

What skills is Jason Holmberg known for?

Jason Holmberg has skills like Leadership, Team Building, Customer Service, Coaching, Team Leadership, Customer Service Management, Product Demonstration, Relationship Management.

Who are Jason Holmberg's colleagues?

Jason Holmberg's colleagues are Jose Otero - Alvarado, Sara Bove, Adam Hersh, Dean H., Jason Bridge, Fadi Boulos, Daniel Smith.

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