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Jaelen A. Jackson

Wealth Management Advisor Licensed Insurance Broker @North American Senior Benefits

Tallahassee, FL, US
MOBILE NUMBERS
+18•••••••46

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WORK HISTORY

Nov 2020 — Present

Wealth Management Advisor Licensed Insurance Broker @North American Senior Benefits

Tallahassee, FL, US

Sold insurance policies for companies such as Mutual of Omaha, Americo, and Transamerica while maintaining regulation compliance.Oversee client life-cycles, structure complex policies and ensure regulatory compliance with carriers, underwriting and internal teams.Manage a book of 200+ clients, generating $1M+ in revenue through consultant sales, portfolio growth and client acquisition.Deliver comprehensive financial and insurance analyses aligned with estate planning, income protection and long-term goals maintaining high client retention.

EDUCATION

N/A

Florida Agricultural and Mechanical University

Masters of Business Administration, Business Administration and Management, General

ABOUT JAELEN A. JACKSON

Greetings, I am Jaelen Jackson, a proud graduate of Florida A&M University. I am a problem solver, self-starter, highly motivated, and known by many as an experienced leader. I have a demonstrated history of working in the financial services industry, including business management, business operations, regulatory affairs, risk management, and more for over seven years. Feel free to browse my profile and contact me for any inquiries or opportunities!

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