Jay Bloom Email & Phone Number

Tampa/St. Petersburg, Florida Area

Jay is responsible for overall health, retention and growth of key channel client relationships throughout the entire lifecycle from proposal to steady state support. Provides management oversight for the day-to- day support of all account service functional activities and targeted initiatives to insure Aspire is consistently meeting and or exceeding.

Tampa/St. Petersburg, Florida Area

Responsibilities:Jay is responsible for developing IFP’s Plan Advisor division into a leader in a rapidly evolving retirement landscape. He and the executive team are working diligently to ensure IFP offers a unique robust platform of resources to IFP’s growing retirement advisor affiliates. Jay’s client first philosophy delivers value to his clients and.

Jupiter Florida

• Today’s defined contribution market is becoming increasingly competitive making it more important than ever to differentiate your retirement focused practice from the many generalist advisors with retirement plans.
• Create name recognition with prospects you want to acquire.
• Deliver timely and relevant educational content using a unique platform.
• Track and analyze responses of video recipients.
• Customize and target your audience using interactive question slides to uncover opportunity.
• Simplify & prioritize follow up and sales efforts.Outsource with Confidence!!! Maintain control of the message reaching your target audience. Avoid the reputational risks associated with other outsource programs.

Industry leading source of business development, market intelligence and due diligence services; · Monitored and managed existing institutional client relationships with broker dealer, investment management, TPA and recordkeeper and intermediary clients. · Responsible for 28% of firm revenue through institutional relations and sales. · Designed, developed.