Joshua Gomez

Joshua Gomez Email and Phone Number

401k Sales Director @ Lincoln Financial Group
Baton Rouge, LA, US
Joshua Gomez's Location
Baton Rouge, Louisiana, United States, United States
Joshua Gomez's Contact Details

Joshua Gomez personal email

n/a
About Joshua Gomez

With 23 years of industry experience I feel I have my finger on the pulse of the DC marketplace. I have a proven track record of helping advisors and TPAs grown retain and improve their blocks of business as well as making a meaningful impact in the lives of their clients. I have had the unique experience to cover 3 distinctively different parts of the country and worked with advisors/tpas with many different styles and business models. In each of these assignments I was tasked with taking over territories that were consistent underperformers. I was successful in 2 of the 3 challenges in turning them into Top 10 territories for John Hancock and Lincoln and Transamerica. I happy to say that I am now back with Lincoln to once again rebuild this territory.I've enjoyed various aspects of the DC business throughout my career starting with being an enrollment specialist for the first 2 years in the business, then moving to an internal wholesaling position and finally in my current role as Regional Vice President for the past 20 years. I feel this is an important attribute to my advisors and tpas because I have seen the market from many different angles. My wife Elizeh and I made the decision to move to Baton Rouge, LA in 2007 to raise our daughters in the South after living in various parts of the country prior to children. Elizeh manages Team Gomez ( Berlin 17 and Bella 13) from home while enjoying her passions of shopping, travel and interior design. When not on the job I am an avid college football fan, a voracious reader, as well as playing golf and traveling the world ( last trip was Banyan Tree in Mexico - highly recommend). I am a big believer in giving back to causes that I am passionate about and currently those are the St George Catholic School where my daughters attend. I am an active member of the St George Men's Club where we raise money for various school needs as well as frequent work days assisting the maintenance staff.In 2021 I am proud to serve as the Corporate Walk Chair for the Louisiana Leukemia Society. Lincoln Financial Distributors, a broker-dealer, is the wholesale distributionorganization of Lincoln Financial Group. Lincoln Financial Group is the marketing name for Lincoln National Corporation and its affiliates. LCN-3250539-092120

Joshua Gomez's Current Company Details
Lincoln Financial Group

Lincoln Financial Group

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401k Sales Director
Baton Rouge, LA, US
Joshua Gomez Work Experience Details
  • Lincoln Financial Group
    401K Sales Director
    Lincoln Financial Group
    Baton Rouge, La, Us
  • Lincoln Financial Group
    401K Sales Director
    Lincoln Financial Group Jul 2022 - Present
    Radnor, Pa, Us
  • Transamerica Retirement Services
    Regional Vice President - Southern Region
    Transamerica Retirement Services Mar 2013 - Jul 2022
    Achieved Presidents Club status for 2013. Presidents Club is the top echelon of sales professionals for all of Transamerica Retirement SolutionsAchieved Presidents Club - 2014Achieved Presidents Club - 2015Achieved Presidents club - 2016Achieved Presidents Club - 2017Achieved Presidents Club - 2018
  • Lincoln Financial Group
    Regional Sales Director - Defined Contribution
    Lincoln Financial Group Jul 2007 - Apr 2013
    Radnor, Pa, Us
    Josh Gomez is a Regional 401k Sales Director with Lincoln Financial. He sells defined contribution plans to the intermediary and wire channel covering Louisiana, Mississippi, Arkansas, S Al & N Fla. Josh joined Lincoln in July of 2007 and finished in the Top 10 in production results . In 2009 he qualified for the Leaders Club which includes the Top 5 wholesalers in the DC channel. In 2010 he finished # 2 in the company in total sales. In 2011 he finished 3rd in total sales and qualified for Leaders Club. Prior to joining Lincoln Financial Group, Josh was a Regional Vice President with John Hancock for 10 years in Chicago and Western Pennsylvania. He has also worked for PaineWebber as an advisor for 2 years.
  • John Hancock
    Regional Vice President
    John Hancock Mar 1998 - Jun 2007
    Boston, Ma, Us
    Josh Gomez is a Regional 401k Sales Director with Lincoln Financial. He sells defined contribution plans to the intermediary channel covering Louisiana and Mississippi. Josh joined Lincoln in July of 2007 . Prior to joining Lincoln Financial Group, Josh was a Regional Vice President with John Hancock for 10 years in Chicago and Western Pennsylvania. He has also worked for PaineWebber as an advisor for 2 years.

Joshua Gomez Skills

401k Defined Contribution Retirement Retirement Plan Consulting Series 6 Retirement Planning Mutual Funds Defined Benefit Erisa Series 63 Series 7 Pensions Asset Allocation Investment Advisory Fixed Annuities Qualified Retirement Plans Series 65 Profit Sharing Iras Uniform Combined State Law Etfs Finra Variable Annuities Separately Managed Accounts Series 24

Joshua Gomez Education Details

  • Bowling Green State University
    Bowling Green State University
    History

Frequently Asked Questions about Joshua Gomez

What company does Joshua Gomez work for?

Joshua Gomez works for Lincoln Financial Group

What is Joshua Gomez's role at the current company?

Joshua Gomez's current role is 401k Sales Director.

What is Joshua Gomez's email address?

Joshua Gomez's email address is jo****@****ica.com

What schools did Joshua Gomez attend?

Joshua Gomez attended Bowling Green State University.

What skills is Joshua Gomez known for?

Joshua Gomez has skills like 401k, Defined Contribution, Retirement, Retirement Plan Consulting, Series 6, Retirement Planning, Mutual Funds, Defined Benefit, Erisa, Series 63, Series 7, Pensions.

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