Jake Moore Email & Phone Number

Working with a ProfessionalJake has a proven record of cultivating relationships, executing successful sales campaigns and generating leads. He has grown his career through several opportunities at Security Benefit, working with retail representatives and Bank clients. Jake’s diverse experience helps advisors find the right strategies to assist them in growing their business. Jake combines technical industry knowledge with practical market expertise to deliver quality leadership to advisors and plan sponsors within the education marketplace.To Retirement...Through Security Benefit, Jake offers a unique opportunity within the region to help them prospect and gain more clients. We pair up with local independent advisors with plan clients who need advice and an advocate who can help them reach their retirement goals.Beyond a traditional product approach, we can provide opportunity and access for advisors offering 403(b) – 457 accounts for employees within local school districts and other government agencies. It gives independent advisors the rare chance to help them gather prospects and earn long-term clients.Through Retirement...While retirement plans help clients accumulate assets, they often need new strategies for IRA rollovers and non-qualified assets that provide market growth or protection from market downturns. Security Benefit offers a suite of client-driven solutions through its family of annuity and mutual fund programs that offer strategies to help them travel through retirement.“My experience with Jake was so refreshing, and I just wanted you to know that you have a winner on your hands who cares about the advisor/client relationship. That is a big deal to me and that is what business is all about…relationships.” ~Courtney G., Financial Advisor~

Listed skills include Fixed Annuities, Retirement Planning, Mutual Funds, Series 63, and 31 others.

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  Washburn University

  Marketing And Finance