Jeff Albert

Jeff Albert Email and Phone Number

Business Owner @ Albert Financial
California, United States
Jeff Albert's Location
Orange County, California, United States, United States
Jeff Albert's Contact Details

Jeff Albert personal email

About Jeff Albert

At Edward Jones, my focus is on empowering clients to navigate their financial journeys with confidence. With my knowledge in implementing multiple wealth strategies, our team offers comprehensive financial advice, business protection solutions, and 401k guidance. Our dedication to client relationships is evident through personalized advice and a commitment to long-term financial security.With hands-on experience in new business development and customer relationship management, we prioritize understanding unique financial challenges. The goal is to organize finances and offer investments that align with our clients' visions. By leveraging advanced technology and a robust support network, we're committed to crafting strategies that help turn financial goals into realities. For additional information, send me a LinkedIn message./*********/For instructions to opt out of Edward Jones commercial messaging and other important disclosures, see www.edwardjones.com/disclosures/social-media.

Jeff Albert's Current Company Details
Albert Financial

Albert Financial

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Business Owner
California, United States
Jeff Albert Work Experience Details
  • Albert Financial
    Business Owner
    Albert Financial
    California, United States
  • Edward Jones
    Financial Advisor
    Edward Jones 2023 - Present
    St. Louis, Mo, Us
    Throughout my life, helping others has been an integral part of who I am. I chose a career in financial services because I believe I can make a difference in the lives of families in my community. At Edward Jones, we offer investments, services, and tools our clients need to work toward their financial future. In addition, the firm has thousands of professionals and advanced technology supporting our branch offices to help clients reach their long-term financial goals. Please send me a message to start a conversation.
  • Albert Financial
    Business Owner
    Albert Financial 2013 - Present
    Helping individuals, families and businesses better understand where they currently are, where they are going, and where they want to be financially no matter their stage in life. Once clients understand this, the mission is to help them create and realize time and financial efficiencies, resulting in making their vision of financial success a reality.Financial planningOur financial planning conversations starts with you - your life, your family, your priorities, & goals. Once we have your big picture in focus, we'll tailor a plan from a range of financial options using multiple strategies designed specifically to help get you to where you want to be.Business planningProtecting businesses of all sizes against risk and managing growth, to attracting & retaining top talent, we have a range of solutions designed for you/your employees.Retirement planningWe tailor your plan to fit you/your goals with a range of financial options. Estate planning strategies.Helping you coordinate with your other advisors like attorneys & CPAs to do things like set up trusts, minimize taxes/admin costs that can protect the legacy you leave behind.Education fundingLong-term care.Freedom & control/choose where you could get care should a chronic illness or disabling injury prevents you from living on your own.Special needs planningCaring for a loved one with special needs can present unique challenges & assembling the right team including experts in law, social services, & more, can help you provide the highest possible quality of life for you/your loved ones.
  • Northwestern Mutual
    Financial Advisor
    Northwestern Mutual 2022 - Aug 2023
    Milwaukee, Wi, Us
    My mission is to develop enduring relationships with clients by providing expert guidance for a lifetime of financial security and my practice uses a simple approach in working with my clients...to understand their unique financial challenges, organize their finances, and reduce their income tax exposure. For additional information, send me a LinkedIn message or visit my website AlbertFinancial.com.To learn more about my specialties, visit my website AlbertFinancial.com.
  • Netspend
    National Sales, B2B At Netspend, A Global Payments Company
    Netspend 2017 - 2022
    Austin, Texas, Us
    Netspend has been in the prepaid space since 1999. On September 18, 2019, Netspend’s parent company, Total System Services, Inc. (TSYS), merged with Global Payments, Inc. (NYSE: GPN) forming the premier pure play payments technology company with extensive scale and unmatched global reach with the goal of being know as much more than a prepaid company.As a leading program manager, Netspend provides prepaid payroll card solutions, earned wage access (also know as EWA or On-Demand Pay), and wage/non-wage related payments giving employers the ability to pay and send funds electronically to their employee's and to other businesses. In charge of national sales for Netspend’s B2B Division, I help employers (F1000, F500, F100 Companies) lower costs, increase efficiencies, and properly utilize some of the below tools to help gain a competitive advantage in finding/retaining top talent.Payroll CardsIntegrated PartnershipsReal Time PaymentsAward CardsPublic SpeakingElectronic Payroll Strategies50-State Payroll Card CompliancePaycard ComplianceRelationship ManagementEmbed FinanceOpen BankingNational Account Sales ManagementConsultative Enterprise SalesElectronic Payment TrendsReal Time PaymentsTips, Mileage, Wage, Non-Wage DisbursementsFinancial ServicesRisk ManagementCheck ConversionStrategic PartnershipsEarned Wage Access (On-Demand Pay)
  • First Data Corporation
    Sales Director, Prepaid Solutions - Money Network Solutions - First Data, National Accounts
    First Data Corporation Jan 2015 - Oct 2017
    Brookfield, Wisc., Us
    I help employers reduce the costs of issuing and administering paper checks—for all employees, including those without a bank account or those who opt out of direct deposit. The processing of company-issued paper checks can be extremely costly for companies—particularly when 60 million adults are either unbanked or underbanked. To remain competitive, it’s become essential to reduce payroll expenses and streamline operations while providing a viable solution to employees.The Money Network® Payroll Distribution Service allows you to achieve 100% electronic pay across your organization even for exception pay, termination pay and employees without bank accounts.Employees can choose between direct deposit or the Money Network Service, which allows employees to access their pay with the Money Network™ Check and the Money Network® Card.*Simplify Termination PayEmployers, especially those with high turnover rates, need a simple, timely and compliant way to pay final wages to terminated employees. In fact, some states mandate that termination pay be settled immediately, which can increase your administrative burden and costs.The Money Network Instant Payment Solution helps you make payments to all terminated employees, even those not currently participating in the Money Network Payroll Distribution Service. Final wages are paid electronically using a Money Network Check drawn on the employer’s Corporate Funding Account. Employers can provide immediate pay at termination.*Achieve 50 State Compliance Payroll distribution laws are complex everywhere in the nation. It’s critical to have a payroll provider to help navigate, review and monitor the legal requirements from state to state.EPDS - Electronic Payroll Distribution System Electronic Payroll Strategies50-State Payroll Card Compliance - Paycard ComplianceRelationship ManagementNational Account Sales ManagementConsultative SalesElectronic Payment TrendsFinancial ServicesRisk ManagementCheck Conversion
  • Adp Totalsource Hr Bpo - Human Resources & Business Process Outsourcing
    District Manager - Adp Totalsource Division | Hr/Bpo Solutions | B2B Sales Orange County
    Adp Totalsource Hr Bpo - Human Resources & Business Process Outsourcing Jan 2012 - Dec 2014
    Roseland, New Jersey, Us
    I provide employers with a comprehensive Human Resources outsourcing solution that helps reduce the costs and complexities related to employment and human resources management.Helping employers deal with the costs, complexities, and administrative burdens of human resources and employment management is a must for all small and medium sized business' in todays competitive and complex world of business.I help provide integrated services which enable business owners to cost-effectively outsource the management of human resources, employee benefits, payroll processing and tax administration, workers’ compensation, state unemployment insurance, EEOC claims, and much more. Because a PEO (Professional Employer Organization) takes on the majority of HR management chores, a client company is freed to focus on the production and delivery of its products and/or services.I help design SpecialtiesStrategies for:• Asset protection• Increased productivity and profitability• Strategic vs. Tactical business initiatives• Attracting and retaining top talent• Creating stable and predictable cost structure• Risk mitigation related to employer liabilities • HR administration • Professional development training • HR Management System (HRMS)• Payroll and tax• Recruiting and selection• 401k Plans and AdministrationThese solutions help business owners:• Effectively manages critical human resource responsibilities and employer risks for clients.• Offer a better overall package of benefits and attract and retain employees.• Outsourcing frees up your time, so you can focus on the operational and revenue-producing side of the business• Employee benefits and Management• Safety and risk management• HR - Human Resources• BPO - Business Process Outsourcing
  • Cintas
    Territory Manager - Document Management | B2B Sales Orange County
    Cintas Sep 2009 - Jan 2012
    Mason, Oh, Us
    B2B SalesTerritory ManagerDocument Management
  • Cintas
    Territory Manager | B2B Sales
    Cintas Sep 2002 - Jan 2012
    Mason, Oh, Us
    •Strategic Prospecting, including brand awareness.•Advising new businesses how to meet and exceed all industry rules and regulations•Generated new deals for a document management servicesB2B Sales B2B Sales MasterTerritory Management
  • Cintas
    B2B Sales | Territory Manager | Sales Representative
    Cintas 2002 - Jan 2012
    Mason, Oh, Us
    B2B SalesTerritory Manager
  • Cintas
    Territory Manager
    Cintas Sep 2002 - Aug 2009
    Mason, Oh, Us

Jeff Albert Skills

Sales B2b Leadership Selling Management Sales Management Sales Operations Cold Calling Sales Process Account Management Strategy Recruiting Sales Presentations Human Resources Team Building Outsourcing Direct Sales Business Development New Business Development Salesforce.com Customer Retention Negotiation Employee Benefits Crm Talent Management Solution Selling Lead Generation Relationship Building Business Coaching Strategic Consulting Hr Consulting Sales Force Development Personnel Management Selling Skills Hris Time Management Business To Business Saas Territory Management Closing Deals It Outsourcing Building Relationships Deal Closure Customer Relationship Management Human Resources Information Systems Software As A Service Marketing Marketing Strategy Social Media Marketing Public Speaking

Jeff Albert Education Details

  • Uc Irvine
    Uc Irvine
    Economics
  • Long Beach City College
    Long Beach City College
    Economics - Basic Undergraduate

Frequently Asked Questions about Jeff Albert

What company does Jeff Albert work for?

Jeff Albert works for Albert Financial

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

Jeff Albert's current role is Business Owner.

What is Jeff Albert's email address?

Jeff Albert's email address is jeff.albert@nm.com

What schools did Jeff Albert attend?

Jeff Albert attended Uc Irvine, Long Beach City College.

What are some of Jeff Albert's interests?

Jeff Albert has interest in Family, Writing/publishing, Helping Others Succeed.

What skills is Jeff Albert known for?

Jeff Albert has skills like Sales, B2b, Leadership, Selling, Management, Sales Management, Sales Operations, Cold Calling, Sales Process, Account Management, Strategy, Recruiting.

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