Jake McMillen

Regional Vice President @Sammons Financial Group Companies

Columbus, OH, US
MOBILE NUMBERS
+91 *********19

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WORK HISTORY

Jan 2023 — Present

Regional Vice President @Sammons Financial Group Companies

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Regional Vice President- North Region (OH, IN, MI, KY and Pittsburgh) covering RIA, IAR and Deal Direct Advisors-Educating advisors on why and how Midland Annuities can help their clients prepare for and live in retirement. Whether the need be safe accumulation, guaranteed lifetime income strategies or Legacy Planning.

SKILLS

Variable AnnuitiesRetirementMutual FundsFinancial PlanningFixed AnnuitiesFinanceSeries 6Insurance401kCustomer ServiceIndexed AnnuitiesAsset AllocationLeadershipInvestmentsLife InsuranceSalesRetirement PlanningFinancial Services

ABOUT JAKE MCMILLEN

Experienced Financial Sales Professional, with over 9+ years of consultative sales…

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