Jon Paul Espinoza
Hiring and Developing Entrepreneurial People Who Are Interested in a Career in Financial Services
- Role
- Managing Partner - New Mexico General Office at New York Life
- Location
- Albuquerque, NM, US
- LinkedIn followers
- 500 followers
About Jon Paul Espinoza
The year was 1986. I was nine years old — the night money became the enemy. My dad…
Experience
Managing Partner - New Mexico General Office
May 2015 — Present · Albuquerque, NM, US
My overall objective is the continued dedication to hiring and developing capable men and women from all backgrounds who can provide effective and innovative solutions for the problems people and businesses face.My expertise includes recruiting within the financial services industry, with the focus on attracting, hiring and retaining outside individuals with strong business acumen and superlative organizational, analytical and strategic problem-solving skills.By staying true to the principles of prudent expansion, conservative growth, full service, and, above all, a strong agent field force, New York Life Insurance Company will maintain and enhance its reputation as the “The Company You Keep®.”
Education
The American College of Financial Services
Wealth Management Certified Professional (WMCP)
New Mexico State University
Bachelor of Business Administration - BBA
The American College
LUTCF Designation
Skills
- Disability Insurance
- Life Insurance
- Finance
- Marketing
- Series 63
- Nonprofits
- Employee Benefits
- Investments
- Management
- Team Building
- Motivational Interviewing
- Customer Service
- Financial Recruiting
- Mutual Funds
- Small Business
- Account Management
- Retirement
- Strategic Financial Planning
- Strategy
- Succession Planning
- Coaching
- Analysis
- Leadership Development
- Financial Advisory
- Uniform Combined State Law
- Financial Analysis
- Fixed Annuities
- Sales
- Financial Planners
- Leadership
- Strategic Planning
- Retirement Planning
- Series 7
- Executive Management
- Series 6
- Insurance
- Business Planning
- Pensions
- Long-Term Care
- 401k
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