Jaclyn Magbitang
Senior Director of Development
- Role
- Investment Advisor Representative (Iar) at Eagle Strategies
- Location
- Bellevue, WA, US
- LinkedIn followers
- 500 followers
About Jaclyn Magbitang
Everything starts with making a decision: the decision to take action. And though financial planning is necessary and important, it\'s a shame that all too often it ends there-with just a \"plan\" to do something, sometime. So, together with our New York Life professionals and their clients, we investigate their current position and opportunities, review and clarify personal objectives, and then ultimately implement solutions to build, protect, and preserve their wealth. At New York Life, we pride ourselves in having one of the most comprehensive development programs available for life insurance agents, financial services professionals, and managers in the financial services industry. In my role as Greater San Francisco\'s Director of Development, my work is rooted in ensuring that every individual I mentor and develop is given the knowledge and confidence to holistically advise their clients, with sound financial strategies.
Experience
Investment Advisor Representative (Iar)
Jan 2022 — Present
Education
The American College of Financial Services
Chartered Financial Consultant®
The American College of Financial Services
Chartered Life Underwriter®
Saint Mary's College of California
Bachelor of Science (B.S.) and Bachelor of Arts (B.A.), Majors: Business Administration and Performing Arts (Music)
2008 — 2012
Skills
- Editing
- Microsoft Word
- Leadership
- Event Planning
- Community Outreach
- Community Development
- Financial Services
- Social Media
- Public Speaking
- Insurance
- Communication
- Team Building
- Management
- Customer Relations
- Relationship Management
- Small Business
- Budgeting
- Sales
- Singer-Songwriter
- Retirement Planning
- Personal Finance
- Insurance Strategies
- Education
- Powerpoint
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