Jason McGeough
Senior Associate - Licensing @Equitable
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WORK HISTORY
Senior Associate - Licensing @Equitable
Secaucus, NJ, US
Analyze third-party financial adviser state insurance licenses and suitability for appointment to sell and service Equitable variable annuity product suite. Review and correct errors and omissions on financial contracts.Maintain appointment and termination database of third-party financial advisers.Update license renewal information upon receipt. Process broker/dealer agent of record changes on active financial contracts. Review and process new business applications and verify state, national and product-specific requirements are in compliance. Conduct periodic reconciliation with associate third-party firms to rectify discrepancies in financial professional appointment database.
EDUCATION
University of North Texas
RTVF, Drawing and Painting
University of Phoenix
Business Management, Information Systems
SKILLS
ABOUT JASON MCGEOUGH
Highly motivated financial services professional seeking to expand career opportunities…
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