Jay Farley

Jay Farley Email and Phone Number

Regional Sales Director at Victory Capital @ Victory Capital
san antonio, texas, united states
Jay Farley's Location
Denver Metropolitan Area, United States
Jay Farley's Contact Details
About Jay Farley

More than thirty years in the investment industry. Twenty-three years of experience working with financial advisors throughout the Four Corners states with practice support and innovative investment products to enhance their ability to serve clients.Contact Jay: jfarley@vcm.com | 303.517.2003

Jay Farley's Current Company Details
Victory Capital

Victory Capital

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Regional Sales Director at Victory Capital
san antonio, texas, united states
Website:
vcm.com
Employees:
325
Jay Farley Work Experience Details
  • Victory Capital
    Regional Sales Director
    Victory Capital Jun 2016 - Present
    Colorado, Arizona, Utah, New Mexico
    Providing practice management support and innovative investment solutions to help financial advisers better serve their clients in Arizona, Colorado, New Mexico and Utah.
  • Willis Towers Watson
    Producer/Consultant, Human Capital Practice
    Willis Towers Watson Oct 2014 - Jun 2016
    Greater Denver Area
    Specialized in consulting and brokerage services for healthcare cost containment strategies. Provided financial analysis, funding alternatives, plan design options, wellness and marketing strategies.
  • Mercury Financial Group
    Vice President, Planning Specialist, Wealth Advisory Group
    Mercury Financial Group Jun 2013 - Oct 2014
    Serving Colorado
    Mercury Financial Group, a national advisory firm which works with the top Wall Street based firms as well as banks, broker/dealers, accounting firms and other financial institutions.Mercury's role is to be the "advisor to the advisor". Mercury partners with financial advisors to help facilitate and coordinate the planning process for the advisor and their high net worth clients. Mercury has built an eviable and leading reputation in the industry as the "go to" firm for advisors' most important clients.
  • The Hartford
    Regional Marketing Director
    The Hartford Oct 2002 - Mar 2013
    Colorado
    •Wholesale distribution of mutual funds, 529 plans and 401(k) product placement to Financial Advisors, with coverage in bank, brokerage and independent broker-dealer channels.•Inherited a territory with <$30M annual run rate of annuity and mutual fund products, growing it to production of over $120M in mutual funds alone.•Mentored Financial Advisors how to increase sales and run more efficient and effective practices resulting in 300% growth in annual sales.•Delivered over 700 public seminars generating an average of $200,000 of AUM growth per event.•Field trained fellow wholesalers in sales skills, networking and marketing resulting in significant production increases.
  • Hartford Life Insurance
    Regional Marketing Director
    Hartford Life Insurance Jun 2000 - Oct 2002
    Sw United States
    Led start-up unit promoting life insurance sales with advisors in the independent brokerage channel in the Four Corner States, southern Nevada and Hawaii.
  • Union Central
    Brokerage General Agent
    Union Central 1999 - 2000
    Greater Denver Area
    One of five original General agents hired to promote sales in markets outside Union Central’s traditional career general agencies. Worked with life insurance professionals and independent broker dealers throughout Colorado.
  • Unumprovident
    Regional Director Of Life Insurance Sales
    Unumprovident 1997 - 1999
    Western Us
    Assisted Unum’s traditional disability insurance wholesalers in developing awareness of, and sales in, their life insurance product portfolio. Covered western half of the US in that capacity, primarily working with established life insurance brokers.
  • The New England (Now New England Financial)
    Agent
    The New England (Now New England Financial) 1988 - 1997
    Hawaiian Islands, Colorado
    Provided comprehensive insurance, estate and business continuity planning to clients in Hawaii and Colorado. Repeat attendee of The New England’s Leaders Conference, recognizing top 10% annual sales nationally.

Jay Farley Skills

Mutual Funds Wealth Management Life Insurance Retirement Series 6 Leadership Series 63 Estate Planning Financial Services Investments Sales Portfolio Management Insurance Disability Insurance Finance 401k Variable Annuities Asset Allocation Wealth Securities Iras Finra Investment Strategies Investment Advisory Building Strong Business Relationships Uniform Combined State Law Separately Managed Accounts Series 65 Seminars 401 Retirement Savings Plans Trading Securities Regulation Series 7

Jay Farley Education Details

Frequently Asked Questions about Jay Farley

What company does Jay Farley work for?

Jay Farley works for Victory Capital

What is Jay Farley's role at the current company?

Jay Farley's current role is Regional Sales Director at Victory Capital.

What is Jay Farley's email address?

Jay Farley's email address is ja****@****nds.com

What schools did Jay Farley attend?

Jay Farley attended University Of Colorado At Boulder.

What skills is Jay Farley known for?

Jay Farley has skills like Mutual Funds, Wealth Management, Life Insurance, Retirement, Series 6, Leadership, Series 63, Estate Planning, Financial Services, Investments, Sales, Portfolio Management.

Who are Jay Farley's colleagues?

Jay Farley's colleagues are Regina Conklin, Cfa, Cpa, Patricia Mcclain, Tom Morrison, Cima®, Aif®, Cathy Savvas, Cathy Savvas, Alyssa Smith, Caron Tanghe.

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