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Matthew Jacobs is listed as Achieve financial independence, leave a legacy, create generational wealth, retire on their own terms, develop a sound financial strategy, provide financial security and peace of mind at New York Life Insurance Company, based in San Antonio, Texas, United States. AeroLeads shows a matched LinkedIn profile for Matthew Jacobs.
Matthew Jacobs previously worked as Financial Services Agent at New York Life Insurance Company and President/Founder at Clinical Outcome, Llc. Practical, Fact Based Ai Driven Healthcare. Matthew Jacobs holds Bachelor'S Degree, Multi-/Interdisciplinary Studies, Bis: Communications: Geology from The University Of Texas At San Antonio.
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With over two decades of professional experience, I stand at the forefront of New York Life Insurance, committed to empowering clients to achieve financial independence and security. My core competencies lie in developing sound financial strategies and managing comprehensive insurance and financial needs. At New York Life, we align with the mission to provide peace of mind and foster generational wealth, and my role is instrumental in contributing diverse perspectives and strategic insights to our team's success.In my current tenure as a Financial Agent, I have honed skills in new business development and employee benefits, offering a suite of products tailored to diverse client needs including college funding, retirement planning, and lifetime income strategies. My approach is rooted in personalization, ensuring that each solution is aligned with individual goals and circumstances, while maintaining rigorous compliance with industry standards.
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A career timeline built from the work history available for this profile.
New York, New York, US
Columbus, GA, US
In this new position, AFLAC brought me aboard to work with insurance brokers that sell, or want to sell, Voluntary Benefits throughout Texas. I am also overseeing agents focused on small group (3EE+) business in San Antonio and the surrounding areas. We have no territories but work through referrals and networks.
Valhalla, NY, US
Executive Director of Sales and Operations for Personal Lines and Employee Benefits Divisions. Developing processes to increase sales volumes using IT and Marketing coordinated with sales professionals, both inside sales and field agents. working with IT for modifications to the CRM, billing software, data management, online quoting engines, electronic.
Houston, TX, US
When I began working with the brokerage as a start up, we had $5,000 and no agents. 2 years later we sold it to to Professional Medical Insurance Services for a substantial amount and a two year employment contract. At this time, I managed 12 salary plus commission Field Agents working with over 300 physicians office and three major hospital systems. I.
Statewide sales for health insurance and supplemental. National association member benefits for supplemental products. Medicare Advantage and annuities. 83 agents with three locations. The company was sold to PMIS and I worked for them after the acquisition.
Developed the South Texas Territory for selling finance and leasing products to construction companies. Worked closely with commercial construction companies, both subcontractors and general contractors, to create lease and finance products to help with cash flow, bonding, equipment purchasing and secure lines of credit. Personally evaluated credit.
Other employees you can reach at newyorklife.com. View company contacts →
Elizabeth Heilner
Colleague at New York Life Insurance Company
Fairfield, Connecticut, United States, United States
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Mary N Leong
Colleague at New York Life Insurance Company
Beaverton, Oregon, United States, United States
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William Morgan
Colleague at New York Life Insurance Company
Berlin, New Jersey, United States, United States
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Juan Carlos Diaz Lameda
Colleague at New York Life Insurance Company
Stuart, Florida, United States, United States
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Don Grogan
Colleague at New York Life Insurance Company
Dallas, Texas, United States, United States
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Ashlinn Ellis
Colleague at New York Life Insurance Company
Scottsdale, Arizona, United States, United States
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Rosina Ko
Colleague at New York Life Insurance Company
Emeryville, California, United States, United States
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Devin Mckinley
Colleague at New York Life Insurance Company
Norfolk, Virginia, United States, United States
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ما
محمد الشرعه
Colleague at New York Life Insurance Company
Jordan, Jordan
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SM
Sean Mccormick
Colleague at New York Life Insurance Company
Waco, Texas, United States, United States
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Quick answers generated from the profile data available on this page.
Matthew Jacobs works for New York Life Insurance Company.
Matthew Jacobs is listed as Achieve financial independence, leave a legacy, create generational wealth, retire on their own terms, develop a sound financial strategy, provide financial security and peace of mind at New York Life Insurance Company.
Matthew Jacobs is based in San Antonio, Texas, United States while working with New York Life Insurance Company.
Matthew Jacobs has worked for New York Life Insurance Company, Clinical Outcome, Llc. Practical, Fact Based Ai Driven Healthcare, Aflac, Usi Insurance Services, and Professional Medical Insurance Services Inc..
Matthew Jacobs's colleagues at New York Life Insurance Company include Elizabeth Heilner, Mary N Leong, William Morgan, Juan Carlos Diaz Lameda, and Don Grogan.
You can use AeroLeads to view verified contact signals for Matthew Jacobs at New York Life Insurance Company, including work email, phone, and LinkedIn data when available.
Matthew Jacobs holds Bachelor'S Degree, Multi-/Interdisciplinary Studies, Bis: Communications: Geology from The University Of Texas At San Antonio.
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