Jason Pyles

About Jason Pyles

Jason started his career in the financial Industry over 20 years ago. He progressed rapidly through the management hierarchy. Jason\'s talents are varied due to the different positions he experienced and successfully conquered. Through his career he discovered his true passion was educating, training, building teams and driving sales. Being a professionally trained public speaker and years of industry knowledge has given him the edge above others to educate and motivate advisors or potential clients for greater sales. One of his unique skill sets is understanding both the RIA and financial institution worlds. As well as his understanding of pure metrics and territory management has set him above the others.SPECIALITIES: Creating and Presenting Seminars: retirement, college funding, social security and workbooks that follow along.WholesalingBoot camp training for advisors with varied experienceSmall Business- Buy/Sell Agreements, Group Benefits, 401(k), TrainingIndividual/Family PlanningLife InsuranceDisability InsuranceBrokerage AccountsRetirement PlanningLong Term CareEducation Funding PlanningRollovers (transferring investment funds after a job change)401(k) and IRA Strategizing

Experience

1. Financial Professional

   Conscience Vc

   May 2018 — Present

   21 years of wholesaling, training, seminars and recruiting in the financial industry

Skills

• Series 6
• Insurance
• Term Life Insurance
• Series 63
• 401k
• Long Term Care Insurance
• Disability Insurance
• Fixed Annuities
• Mutual Funds
• Retirement
• Retirement Planning
• Life Insurance