Jerry Meneses
Financial Services Sales Leader | Retirement Plans, 401(k), Annuities | Account and Relationship Management
- Role
- Retirement Services District Manager at ADP
- Location
- Thousand Oaks, CA, US
- LinkedIn followers
- 500 followers
About Jerry Meneses
Financial services sales and relationship management professional with 10+ years of experience across retirement plans, annuities, and wealth solutions. I’ve worked closely with business owners, advisors, and internal partners to deliver retirement and income strategies that are compliant, scalable, and aligned with long-term goals.My background includes consultative sales, wholesaling, and account management, with hands-on experience supporting 401(k), SIMPLE IRA, SEP, and annuity solutions. I’m known for building strong, trust-based relationships, simplifying complex financial topics, and driving growth through education and strategic partnerships.I bring a client-first mindset and thrive in environments where collaboration, accountability, and results matter. Whether supporting small and mid-sized businesses or partnering with advisors and enterprise teams, my focus is on creating value, strengthening relationships, and delivering measurable outcomes.
Experience
Retirement Services District Manager
Aug 2025 — Present · Los Angeles, CA, US
Lead retirement plan sales and consulting for small and mid-sized businesses, specializing in 401(k), SIMPLE IRA, and SEP solutions• Advise business owners on retirement plan design, fiduciary responsibilities, and compliance with federal and state mandates• Partner with payroll, HR, and benefits teams to deliver integrated retirement solutions• Drive new business development through referrals, prospecting, and strategic partnerships• Educate employers on tax advantages, employer matching strategies, and employee retirement readiness• Manage a district territory, consistently meeting or exceeding revenue and growth targets
Education
California State University, Northridge
Bachelor of Science (B.S.), Business, Management, Marketing, and Related Support Services
2008 — 2010
Skills
- Research
- Social Networking
- Recruiting
- Customer Service
- Financial Planning
- Insurance
- Microsoft Office
- Sales
- Public Speaking
- Customer Relationship Management (Crm)
- Event Planning
- Social Media
- Finance
- Management
- Microsoft Word
- Strategic Financial Planning
- Wealth Management
- Microsoft Excel
- Powerpoint
- Crm
Find verified contacts for anyone on LinkedIn
Unifers gives sales teams verified emails and direct dials, enriched profiles, and outreach that lands in the inbox.
Free plan included · No credit card required
This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.