Jared Baker

About Jared Baker

Since I was young, I have been attracted to a career in financial services, and given my personality, it made sense to pursue a career in sales. I love the freedom of working with a diverse group of clients who share my mission of impacting people’s lives in a very positive way. Retirement planning is a vast undertaking and relying on skilled and trusted professionals is critical in this age of uncertainty.Throughout my career, I have been a consistent top achiever skilled in financial services sales, leadership, relationship building, recruiting, onboarding, educating agents and advisors, understanding their needs, and implementing strategic methods for improvement. I am highly respected as a collaborative business partner and advisor to some of the nation’s most successful financial services professionals in the Retirement Planning and Securities marketplaces. In my current role, I have led, trained, and coached teams of advisors, recruited more than 500 producers, and maintained a team of up to 160 revolving producers in the areas of retirement planning, income planning, tax planning, social security planning, product placement, business planning, and revenue growth. I have also assisted with the onboarding and relationship management of 10+ new Broker-Dealers partners.As a leader, I take a people-first approach-my style is transformational and affiliative. I help each team member understand that their contribution is valued. I set clear expectations and encourage my team to take ownership of their work while knowing I am available for guidance and direction. I strive to make every member of the team feel valued and appreciated. Everyone benefits when the culture is positive, and team morale is high.SKILLS SUMMARYFinancial Services Consulting | Sales Team Leadership | Agent, Advisor, Producer SupportRevenue & Profit Growth | Sales & Marketing Consulting | Relationship BuildingRecruiting, Training, Coaching | Customer Acquisition & Retention | Business Development & Sales Financial Planning | Insurance & Annuities | Fintech Software / SaaS | Communication & InfluenceFinancial Modeling & Budgeting | Data Mining & Data Analysis | Regulatory RequirementsProject Management | Cross-Functional CollaborationSPECIALIZATIONS: sales team leadership, building client relationships, financial planning, capital preservation, risk management, practice management, needs analysis, asset allocation, wealth transfer, and Social Security, tax, and legacy planning.

Experience

1. Investment Advisor Representative

   Sequent Planning

   Apr 2024 — Present · Omaha, NE, US

Education

• University of Nebraska-Lincoln

  Bachelor of Arts, Economics

Skills

• Business Development
• Wealth Management
• Long-Term Care
• Sales
• Financial Planners
• Variable Annuities
• Territory Development
• 401k Rollovers
• B2b
• Customer Relations
• Relationship Management
• Recruiting
• Financial Advisory
• Financial Planning
• Team Building
• Fixed Indexed Annuties
• Fixed Annuities
• Underwriting
• Employee Benefits
• Consulting
• Marketing
• Financial Services
• Public Speaking
• Cold Calling
• Retirement Planning
• Retirement Plan Consulting
• New Territory Development
• Pensions
• Iras
• Product Training
• Retirement
• Strategic Financial Planning
• Outside Sales
• Account Management
• Universal Life
• Qualified Retirement Plans
• Defined Contribution
• 401k
• Wealth Accumulation
• Series 6