Megan Jodis

Sr. Internal Insurance Consultant at LPL Financial

Role
Sr Internal Insurance Consultant at LPL Financial
Location
Omaha, NE, US
LinkedIn followers
500 followers
Finance & AccountingView LinkedIn profile

About Megan Jodis

Megan brings 15+ years in the insurance industry, including 10+ years of internal…

Experience

  1. Sr Internal Insurance Consultant

    LPL Financial

    Mar 2024 — Present

Education

  • University of Nebraska-Lincoln

    Communication Studies

    2005 — 2009

Skills

  • Financial Products
  • Retirement Planning
  • Whole Life Insurance
  • Customer Service
  • Financial Services
  • Independent Planners
  • Microsoft Excel
  • Income Planning and Protection
  • Microsoft Word
  • Customer Relations
  • Life and Health Insurance Licenses
  • Series 63
  • Life Insurance
  • Problem Solving
  • Legacy Strategies
  • Family Protection
  • Consultative Sales Professional
  • Series 6
  • Building Business Relationships
  • Term Life Insurance
  • Marketing Strategy
  • Microsoft Office
  • Sales
  • Microsoft Outlook
  • Microsoft Powerpoint
  • Long-Term Care

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Megan Jodis — Sr Internal Insurance Consultant at LPL Financial in Omaha, NE, US | Unifers