Jayson King
- Role
- Director at TIAA
- Location
- Charlotte, NC, US
- LinkedIn followers
- 500 followers
About Jayson King
Experienced leader with a track record of helping others develop their careers and…
Experience
Director
Feb 2023 — Present
Responsible for oversight, coaching, development, performance and reporting along with other principal supervisory duties for direct reports • Collaborate with Client Relationship leaders and other business partners to identify areas of opportunity and efficiency gains • Serve as primary contact and SME for operational and record keeping tasks • Develop key role policies and controls • Address Team Training and Coaching • Oversite for operational tasks, projects and…
Education
Dale Carnegie Training
Effective Speaking and Human Relations
Central Piedmont Community College
Associate in Applied Science, Business Administration & Finance
Liberty University
Bachelor of Science (BS), Financial Planning and Services and Business Administration
The American College of Financial Services
LUTCF, Estate planning, Business Insurance, Financial Planning, Ethics,Exploring Personal Markets
Corporation for Long Term Care Certification Inc
CLTC, Long Term Care Planning
Skills
- Buy-Sell Agreements
- Wealth Accumulation
- Investments
- Retirement
- Variable Annuities
- Employee Training
- Training & Development
- Insurance
- Series 6
- Iras
- Leadership
- Buy Sell Funding
- Investment Strategies
- Financial Planning
- Term Life Insurance
- Life Insurance
- Wealth Management
- 401(K) Retirement Savings Plans
- Retirement Planning
- Mutual Funds
- Estate Planning
- Long Term Care Insurance
- Mentoring
- Long-Term Care
- Fixed Annuities
- Employee Benefits
- Whole Life
- Training
- Disability Insurance
- 401k
- Strategic Financial Planning
- Pensions
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