Jeff Ellis

Jeff Ellis Email and Phone Number

SVP, Partnership Development, Benefit Bank Distributors @ Benefit Bank Distributors, Inc
cedar park, texas, united states
Jeff Ellis's Location
Greater Kalamazoo Area, United States
Jeff Ellis's Contact Details
About Jeff Ellis

Responsible for building partnerships with banks offering savings based insurance (SBI). BBD is an industry leading distributor of indexed life insurance and annuity products.

Jeff Ellis's Current Company Details
Benefit Bank Distributors, Inc

Benefit Bank Distributors, Inc

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SVP, Partnership Development, Benefit Bank Distributors
cedar park, texas, united states
Website:
nwlfd.com
Employees:
25
Jeff Ellis Work Experience Details
  • Benefit Bank Distributors, Inc
    Svp, Partnership Development
    Benefit Bank Distributors, Inc Jun 2018 - Present
    Austin, Texas
    Responsible for exploring opportunities and managing relationships with banks, promoting life insurance and annuity initiatives.
    View
  • Liberty Life Assurance Company Of Boston
    Director Of National Accounts
    Liberty Life Assurance Company Of Boston Feb 2009 - Apr 2018
    Responsible for serving national accounts for Liberty Life and developing new relationships with banks and broker/dealers across the United States.
    View
  • Popular Community Bank
    Program Manager, Popular Investments, Svp
    Popular Community Bank Jan 2002 - Apr 2008
    Responsible for building a seven state broker dealer of 30 financial advisors and 100+ licensed bankers. Popular Investments had $1B assets under management in six years. Responsible for all aspects of the business including strategy, recruiting, sales, and compliance supervision.
    View
  • Abn Amro/Lasalle Bank
    State Sales Manager
    Abn Amro/Lasalle Bank Sep 1996 - Jan 2002
    Greater Chicago Area
    Responsible for growing LaSalle Financial Services from 28 to more than 100 financial consultants including more than 285 licensed bankers from 1996 to 2002. Annual sales in 2002 more more than $1B, generating $50M in revenues. Responsible for recruiting, hiring, supervision of regional sales managers and financial advisors.
  • Citicorp Investment Services
    Financial Consultant
    Citicorp Investment Services Jul 1992 - Jun 1996
    View
  • Shearson Lehman Hutton
    Financial Consultant
    Shearson Lehman Hutton Oct 1989 - Jul 1992

Jeff Ellis Skills

Insurance Financial Services Strategy Leadership Banking Investments Mutual Funds Business Development Management Retirement Planning Finance Fixed Annuities Retirement Executive Management Strategic Planning Series 7 Asset Management Term Life Insurance Training Strategic Partnerships Sales Organization Relationship Management Asset Allocation Portfolio Management Wealth Management Product Innovation Series 63 Credit Risk Management Life Insurance Underwriting Finra Long Term Care Series 6 Public Speaking Vendor Management Sales Management Financial Advisory Securities Investment Advisory Employee Benefits Strategic Financial Planning Budgets Mergers And Acquisitions Program Management Sales Operations Start Ups Alternative Investments 401k

Jeff Ellis Education Details

Frequently Asked Questions about Jeff Ellis

What company does Jeff Ellis work for?

Jeff Ellis works for Benefit Bank Distributors, Inc

What is Jeff Ellis's role at the current company?

Jeff Ellis's current role is SVP, Partnership Development, Benefit Bank Distributors.

What is Jeff Ellis's email address?

Jeff Ellis's email address is je****@****msn.com

What is Jeff Ellis's direct phone number?

Jeff Ellis's direct phone number is +163054*****

What schools did Jeff Ellis attend?

Jeff Ellis attended Abilene Christian University.

What skills is Jeff Ellis known for?

Jeff Ellis has skills like Insurance, Financial Services, Strategy, Leadership, Banking, Investments, Mutual Funds, Business Development, Management, Retirement Planning, Finance, Fixed Annuities.

Who are Jeff Ellis's colleagues?

Jeff Ellis's colleagues are Russell Clune Cltc, Logan Fischer, Steve Horton, Leigh Freeman, Luisa Gonzalez Cfp®️, Sean T. Carter, Kristen Moura.

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