Retirement Plan Manager
Jun 2021 - Apr 2024
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Jonathan Sacks Email & Phone Number
Qualified Retirement Plans
1 work email found
@valic.com
LinkedIn matched
✓ Verified July 2026
4 data sources
Profile completeness 86%
Role
Qualified Retirement Plans
Location
Katy, Texas, United States
Who is Jonathan Sacks? Overview
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Quick answer
Jonathan Sacks is listed as Qualified Retirement Plans based in Katy, Texas, United States. AeroLeads shows a work email signal at valic.com and a matched LinkedIn profile for Jonathan Sacks.
Jonathan Sacks previously worked as Retirement Plan Manager at Guardian Life and Pension Plan Sales at American National Insurance. Jonathan Sacks holds Bachelor Of Business Administration, Management from Sam Houston State University.
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Email format at valic.com
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{first}.{last}@valic.com
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Profile bio
About Jonathan Sacks
Highly motivated, detail oriented, and reliable professional with extensive experience in sales and marketing, relationship building, management, business development, national marketing, presentations, and territory management. Offering a unique combination analytical skills, creativity, excellent listening and interpersonal communication skills, and the ability to develop comprehensive solutions for clients.SELECTED ACHIEVMENTSSuccessfully created a sales division for The Planning GroupExclusively chosen to start up a national sales team for American GeneralManaged, directed, and ran highly successful fly-in seminars for American GeneralCreated, sold, and implemented over 100 qualified plans during my first year at American National; equal in volume to that of the senior plan designer.Successfully organized and delivered retirement plan sales and training seminars for brokers that includes sales techniques and strategies, plan education, development and implementation, and document completion.KEY SKILLSFirm background in sales, marketing, and project managementExcellent interpersonal skills; professional, creative, critical thinker, analyticalPowerful presenter; dynamic and persuasive in both small and large group environmentsSpecialties: business plans, customer relations, insurance, annuities, legal, marketing, meeting facilitation, microsoft office, microsoft windows, presentation skills, proposal writing, sales, sales training, securities, seminars, telephone skills,
Listed skills include Insurance, Sales, Retirement, Retirement Planning, and 24 others.
8 roles
Jonathan Sacks work experience
A career timeline built from the work history available for this profile.
Pension Plan Sales
Design, market, and customize qualified plans for small businesses. Working with start-up and take-over plans including 401(k), defined benefit, and combination plans. Lead sales and marketing campaign utilizing web casts, platform speaking, attending client symposiums, conventions, forums, and home office visits.
Jan 2015 - Jun 2021
Sales And Marketing Lead
The Planning Group
Designed and implemented sales and marketing campaignsFoster relationships with Independent Marketing Organizations and brokersMeet with clients for sales callsLife insurance and annuity subject matter expert
Nov 2010 - Jan 2015
Account Manager Vul Sales & Marketing
Aig American General
Implemented national sales and marketing campaign for new variable universal life insurance productCoordinate, organize, conduct, and attend monthly national sales meetings for 50+ agents per meetingAttended national sales meetings for associated broker dealer of AIG to introduce new American General variable universal insurance productRecently chosen to lead pilot program to conserve existing business
Feb 2008 - Nov 2010
Pension Plan Designer
Regularly produced plans in excess of $1millionCreated, implemented, and educated brokers and clients on retirement plan and plan design Designed defined benefit and defined contribution plansLiaison of sales and education for agents, wholesalers, and clientsGenerated profitable relationships with brokers and agentsConducted education and training seminars to brokers and clientsStudied QKA ASPPA designation
Jan 2005 - Feb 2008
Retirement Internal Wholesaler
Aim Investments, Inc
Increased territory sales by 10%+ per yearCreated annual business plan for territoryManaged plans in excess of $1millionWorked individually with brokers to win existing plans and capture assetsCreated proposals, literature and presentations for Defined Contribution plans
Jan 2003 - Nov 2004
Retirement Plan Marketing Specialist
Aim Investments, Inc
Increased plan sales by 15%+ annuallyDeveloped and implemented Rollover IRA campaign for AIMManaged territory for all plans under $1 million in assetsIRA topic expert for Marketing SpecialistsRecognized member of sales and training task forceKnowledge of ERISA law and retirement plans
Jan 2001 - Jan 2003
Client Services Representative
Aim Investments, Inc
Serviced client accounts via 800 shareholder linePromoted to Level III within 1st year in the departmentResponsible for recorded and logged daily phone records
Jan 2000 - Jan 2001
2 education records
Jonathan Sacks education
Bachelor Of Business Administration, Management
Sam Houston State University
Bachelor Of Business Administration (B.B.A.), Business Administration And Management, General
FAQ
Frequently asked questions about Jonathan Sacks
Quick answers generated from the profile data available on this page.
What is Jonathan Sacks's role at their current company?
Jonathan Sacks is listed as Qualified Retirement Plans.
What is Jonathan Sacks's email address?
AeroLeads has found 1 work email signal at @valic.com for Jonathan Sacks.
Where is Jonathan Sacks based?
Jonathan Sacks is based in Katy, Texas, United States.
What companies has Jonathan Sacks worked for?
Jonathan Sacks has worked for Guardian Life, American National Insurance, The Planning Group, Aig American General, and American National.
How can I contact Jonathan Sacks?
You can use AeroLeads to view verified contact signals for Jonathan Sacks, including work email, phone, and LinkedIn data when available.
What schools did Jonathan Sacks attend?
Jonathan Sacks holds Bachelor Of Business Administration, Management from Sam Houston State University.
What skills is Jonathan Sacks known for?
Jonathan Sacks is listed with skills including Insurance, Sales, Retirement, Retirement Planning, Marketing, Customer Service, Business Planning, and 401K.
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