Jon Leffew

Jon Leffew Email and Phone Number

Divisional Sales Manager / Transamerica @ Transamerica
maryland, united states
Jon Leffew's Location
Charlotte Metro, United States
About Jon Leffew

I am a versatile and highly productive financial sales executive with 20+ years of experience as Head of Sales/Distribution, Divisional Sales Manager and Territory Wholesaler for some of the most prestigious financial firms in the industry. During that time I oversaw multiple distribution platforms, channels, and investment strategies. I have consistently distinguished myself as a top performer, as both an individual producer and in sales management. I have hired, trained, and managed hundreds of wholesalers covering a range of investment classes, including various annuity structures, non-traded REITS and mutual funds. I take great pride in my ability to mentor new wholesalers, coach struggling ones and achieving even higher highs for the most seasoned and successful wholesalers.

Jon Leffew's Current Company Details
Transamerica

Transamerica

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Divisional Sales Manager / Transamerica
maryland, united states
Website:
transamerica.com
Employees:
14007
Jon Leffew Work Experience Details
  • Transamerica
    Divisional Sales Manager
    Transamerica Aug 2023 - Present
    United States
  • Barnabas Capital, Llc
    Head Of Sales/Distribution
    Barnabas Capital, Llc Jan 2021 - Present
    Barnabas Capital is a Strategic Financial Distributor for several highly rated Insurance Companies and Institutional Financial firms for both Structured Annuities and Structured Notes.Our team of wholesalers are here to help financial advisors and their clients prepare for the unexpected. Managing client’s expectation can be most difficult, doing so in volatile markets can be near impossible. Our All- Star line-up of Structured Annuities provide different levels of protection and participation when markets are most turbulent. Because we partner with multiple carriers, we are not tied to one companies’ product, this allows our clients the peace of mind that they will get an unbiased and objective approach. This type of Consultative advice offered to a registered rep or investment advisor is what makes Barnabas Capital unique and specialized in this space. -Registered Representative at Barnabas Capital, LLC, a wholesale broker-dealer and Member FINRA/SIPC
  • Cantor Fitzgerald
    Senior Vice President
    Cantor Fitzgerald Jan 2016 - Jan 2021
    Carolina'S And Georgia
    Senior Vice President at Cantor Capital, a division of Cantor Fitzgerald & Co. Cantor Capital is an open-architecture wholesale distribution platform that distributes a range of real estate and alternative investment programs. Jon works directly with registered representatives and investment advisors covering all channels in the Carolina's and Georgia markets. Founded in 1945, Cantor Fitzgerald is a global, middle-market focused financial services firm engaged in a broad array of businesses with a significant commitment to real estate. For over 70 years, Cantor has consistently fueled the growth of new ideas, pioneered new markets and provided superior service to investors. As one of the few remaining private partnerships on Wall Street, Cantor has the distinct advantage to focus on long-term value creation, while aligning our interests with investors.
  • Realty Capital Securities
    Southeastern Regional Sales Manager
    Realty Capital Securities 2012 - 2015
    Southeast Division
    I had full responsibility for all sales of multiple non-traded REITs and BDC's to independent broker dealers in the Southeast region, where I managed a team of 11 wholesalers in 8 states. Worked directly with hundreds of broker dealers and RIA's while participating in their national sales meetings either speaking on their panels or as a key note speaker. With the smallest number of selling agreements in the southeast and only 15% of the reps, was able to achieved 20% of total RCS business year after year. • Increased wholesalers in division by 25% during my tenure. • Grew sales by 80% to $1.2B in 2012, and then to $1.5B in 2013, and was able to maintained sales levels in 2015
  • Pacific Life
    Regional Vice President
    Pacific Life 2010 - 2012
    North And South Carolina
    I was fully responsible for all sales of annuities (index, fixed, and variable) and mutual funds in the independent planner channel across North and South Carolina. • Increased overall mutual fund sales by 80% (year over year 2010-2011), which included 220% growth within Edward Jones.
  • Axa
    Eastern Divisional Sales Manager
    Axa 2007 - 2010
    Eastern Divison
    I managed a top-producing team of 11 wholesalers in 10 states wholesaling multiple VA annuity solutions in the wire house channel. Achieved #1 market share in multiple firms; Merrill Lynch, UBS and Morgan Stanley. Worked with product development, compliance and risk management to create, market and launch a unique annuity line that increase additional revenue for the firm. • Achieved highest year-over-year production and sales percentage increase based on sales goal 2010. • Received Chairman Council Award in 2009 for exceeding $1B sales goal by 22%. • Managed Wholesaler with the largest percentage sales increase from previous year (2007).
  • The Hartford
    Southeast Divisonal Sales Manager
    The Hartford 2005 - 2006
    Southeast
    I led the strategy for driving sales of variable annuities in the Broker-Dealer, Financial Planner, and Bank channels across the Southern Division. During this time, I hired, trained, and coached 15 new wholesalers in multiple channels. • Ranked #1 Director VA Division in 2005 for total sales, with $600M closed, which was the largest divisional increase for that year. • Recognized as Top Divisional Wholesaler in both the Broker-Dealer and Bank channels in 2005 and 2006.
  • The Hartford
    North Carolina Wholesaler
    The Hartford 2000 - 2004
    North Carolina
    As wholesaler of variable annuities, mutual funds and retirement plans for the North Carolina territory, I was consistently ranked as a high sales performer, including Top-5 Broker-Dealer wholesaler throughout my tenure in this position. • Ranked #1 Wholesaler (out of 45 peers) in the Broker-Dealer channel in 2002, with $213M in sales. • Ranked #1 Mutual Fund Wholesaler in 2003 and #1 Director VA Wholesaler in 2002
  • J.C. Bradford
    North And South Carolina Wholesaler
    J.C. Bradford 1998 - 2000
    North And South Carolina Wholesaler
    As a wholesaler of MID and Hartford SPLV products, I built a new territory covering the Carolinas and West Virginia, from the ground floor. This included developing and managing relationships with 15 home office contacts through the Southeast region. • Grew territory sales from zero to $80M in 1999. • Ranked #2 Wholesaler (out of 12 peers) for sales outside of J.C. Bradford in 1999.
  • Multiple Firms
    Various Sales Management Positions
    Multiple Firms 1990 - 1999
    Various Location
    Prior to the financial services industry, I progressed through sales and sales management roles of increased responsibility and scope with various companies in different industries. During this period, in addition to consistently distinguishing myself as a top sales producer at firms like Xerox and others, I was also recognized as a high-performing business developer with a record of building underdeveloped regions, growing existing regions to new levels, and leading innovative marketing initiatives for generating brand awareness and driving sales.

Jon Leffew Skills

Series 63 Investments Sales Management Variable Annuities Strategic Planning Mutual Funds Series 6 Insurance Retirement Planning Fixed Annuities Wealth Management Asset Allocation Series 7 401k Series 65 Retirement Employee Benefits Business Development 401 Retirement Savings Plans Pricing Trading Term Life Insurance Underwriting Disability Insurance Health Insurance Wholesale Wholesaling National Sales Retail Distribution Commercial Real Estate Dst 1031 Exchange Alterantive Investing Series 24

Jon Leffew Education Details

Frequently Asked Questions about Jon Leffew

What company does Jon Leffew work for?

Jon Leffew works for Transamerica

What is Jon Leffew's role at the current company?

Jon Leffew's current role is Divisional Sales Manager / Transamerica.

What is Jon Leffew's email address?

Jon Leffew's email address is le****@****ail.com

What schools did Jon Leffew attend?

Jon Leffew attended Bob Jones University.

What skills is Jon Leffew known for?

Jon Leffew has skills like Series 63, Investments, Sales Management, Variable Annuities, Strategic Planning, Mutual Funds, Series 6, Insurance, Retirement Planning, Fixed Annuities, Wealth Management, Asset Allocation.

Who are Jon Leffew's colleagues?

Jon Leffew's colleagues are Amy Eastman, Steven Adlawan, Lara Witowski- Choudhury, Christopher Jensen, Csm, Mark Jones Almi, Bernadine Blazek, Isaac Owusu Asare.

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