M. Jacob Makoyo
Wealth Management♦Helping Individuals & Families, Build, Protect, and Transfer Wealth
- Role
- Assistant Branch Manager at Equitable Advisors
- Location
- Philadelphia, PA, US
- LinkedIn followers
- 500 followers
About M. Jacob Makoyo
LET’S CONNECT! I am always happy to share my expertise, and I look forward to…
Experience
Assistant Branch Manager
Jan 2020 — Present · Bala Cynwyd, PA, US
CA Insurance License #01•••39Reporting directly to the Executive Vice President, I lead and mentor a team of 30+ Financial Advisors to communicate and maximize the value of investing in life insurance, annuities, and money management. Spearheading new business development and direct strategic initiatives aimed at elevating customer engagement. Enabling long-term client relationships, I identify opportunities to close clients and expand accounts. I develop and track accountability metrics to measure performance. Optimizing processes, I influence productivity and ensure the team has the tools necessary for success. BUSINESS GROWTH I pioneered a re-engagement strategy to ignite new business value and connect with accounts. Growing annual commissions 10 fold, I applied rigorous coaching to build team capability, encouraged data sharing, and instilled confidence to close new business opportunities. LEADERSHIP Designing analyst training on legacy products, I educated the team, empowering them to help clients feel good about past decisions and influence future purchases.CA Insurance #0I72439
Education
Eastern Mennonite University
Bachelor of Science (B.S.)
Fox School of Business at Temple University
MBA
Skills
- Retirement Planning
- Investment Services
- Series 63
- Health Insurance Services
- Variable Annuities
- Wealth Management
- Life Insurance Services
- Life Insurance
- Series 65
- Fixed Annuity Strategies
- Fixed Annuities
- Variable Annuity Strategies
- Sales Management
- Series 7
- Health Insurance
- Investments
- Customer Relations
- Relationship Management
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