Mark Jones
Director of MultiLife Sales at Penn Mutual, CA Insurance License #0L50130
- Role
- Director of Multi Life Sales at Penn Mutual
- Location
- Huntington Beach, CA, US
- LinkedIn followers
- 500 followers
About Mark Jones
I truly love the industry I’m in. I think financial planning, insurance and investment decisions are some of the most important decisions people make in their lives and I’m proud that I can help them weed through the “jungle” of information. Whether it’s someone simply planning to save for retirement or a corporation choosing to offer benefits to its key executives, helping people get to an informed decision is very gratifying.Securities and Investment Advisory Services Offered Through M Holdings Securities, Inc. A Registered Broker/Dealer and Investment Adviser, Member FINRA/SIPC.Third-party posts found on this profile do not reflect the views of M Holdings Securities, Inc. nor its Associated Persons/Affiliates, and have not been reviewed by M Holding Securities as to accuracy or completeness. This material and the opinions voiced are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine what is appropriate for you, please contact me directly or consult another qualified professional. The testimonials/recommendations used may not be representative of the experiences of other clients, and they are not indicative of future performance or success.
Experience
Director of Multi Life Sales
Aug 2025 — Present · Huntington Beach, CA, US
Partner with our field leaders on all things Multi Life, providing case design and marketing support as well as being a liaison between our financial professionals and service teams.
Education
Lewis & Clark College
Bachelor of Arts, Business/Economics
1996 — 2000
The American College of Financial Services
Chartered Financial Consultant, Insurance and Investments
2008 — 2014
Skills
- Health Insurance
- Investments
- Strategic Planning
- Process Improvement
- Disability Insurance
- Financial Analysis
- Strategic Financial Planning
- Business Analysis
- Retirement Planning
- Financial Planning
- Analysis
- Microsoft Excel
- Data Analysis
- Deferred Compensation
- Insurance
- Fixed Annuities
- Project Management
- Life Insurance
- Estate Planning
- Employee Benefits
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