Jeff Gorman

National Director Key Accounts @Equitable

Halifax, NS, CA
MOBILE NUMBERS
+91 *********19

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WORK HISTORY

Sep 2025 — Present

National Director Key Accounts @Equitable

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CA

As National Director Key Accounts @ Equitable Life, I\'m proud to lead strategic partnerships with our top MGA and Dealer firms nationally, helping deepen market penetration, enhance advisor engagement, and make Equitable the carrier distributors, and advisors trust.

SKILLS

InvestmentsFinancial PlanningBusiness DevelopmentWealth ManagementLife InsuranceCritical IllnessTerm Life InsuranceBusiness PlanningDisability InsuranceStrategic Financial PlanningFinancial ServicesRetirement PlanningWealthCustomer RelationsRelationship ManagementRisk ManagementFixed AnnuitiesSalesFinancial PlannersEstate PlanningBusiness Relationship ManagementInvestment StrategiesInsurance PlanningCustomer ServiceWholesalingSales ManagementInsuranceFinancial AdvisoryEmployee BenefitsStrategic Planning

ABOUT JEFF GORMAN

My passion is connecting with people. Throughout my life, I have developed the art of…

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