Jeffrey R Clark Email & Phone Number

Denver, CO

I support and promote the sale of Jackson's annuities, life insurance, separately managed accounts and mutual funds through advanced retirement and wealth planning strategies. I also act as a consultant and liaison to the sales force, and a business partner to their agents, by communicating, identifying, and helping to close advanced sales opportunities.

Provided plan consultation to independent advisors while introducing them to the Third Party Administration services of PAS, LLC.

Created, built and managed Guardian’s advanced sales support center for the Retirement Solutions profit center. This nine person department helped grow individual annuity, mutual fund and 401(k) product sales by over 70% in three years by providing comprehensive retirement plan design and consultation to career agents and independent Broker-Dealers.

Reinvigorated qualified plan marketing resulting in a seven-fold increase in qualified plan and product sales. Developed the company’s retirement marketing and sales support function while also providing advanced applications of life insurance products for small business owners. Worked closely with a TPA record-keeper subsidiary to grow their business and.

Built-out the New York Home Office of Commercial Union Life Insurance Company of America (which is now known as Aviva USA) by transferring New Business Processing, Policy Owner Service and Marketing Administration from Boston to Buffalo, NY.

Began career in insurance and retirement sales as a successful career agent of Prudential. Member of the New Leader’s Roundtable with sales in the top five of more than 30 career agents at the Buffalo Ordinary Agency. Achieved the highest life premium per client in the Agency by focusing on the retirement and business advanced markets.