Suitability Analyst at Lincoln Financial Network@ Lincoln Financial Network
Fort Wayne, Indiana, United States
Todd M. Jones, MBA
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R Nelson Snider High School
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FlashIntel GPTTodd M. Jones, Mba is an experienced insurance and financial services industry professional with over 37 years of work experience. He has a strong background in research, analysis, problem solving, and customer satisfaction. Todd is skilled at organizing work and resolving problems that arise in day-to-day activities. He is also a licensed insurance license and has a background in insurance operations, compliance, marketing, administration, and customer service. Todd has worked in various roles, including as a Suitability Analyst and Account Manager at Lincoln Financial Network. He has also worked as a Sales Director and Financial Services Analyst at One Resource Group.
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About
Experienced insurance and financial services industry professional with proven strengths in research, analysis, problem solving, and customer satisfaction. Skilled at organizing work and resolving problems which arise in day-to-day activities and act as an integral part of a self-directed work team. Qualified by over twenty years experience in insurance operations, compliance, marketing, administration, and customer service. Individual Life, Accident, and Health Resident Producer Insurance License Associate, Customer Service (ACS) Associate, Insurance Agency Administration (AIAA)
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Suitability Analyst
Suitability Analyst at Lincoln Financial Network
Financial Services
Todd M. Jones, MBA's Professional Milestones
- Suitability Analyst at Lincoln Financial Network (1989-09-01~1993-10-01): Provided comprehensive financial analysis and recommendations to optimize business operations and drive operational efficiency.
- Sales Director, Variable Marketing (2004-06-01~2012-08-01): Expanding market presence by implementing tailored marketing strategies and leading high-performing sales teams.
Education
Skill
Series 6
Series 7
Series 24
Series 63
Insurance
Administration
Compliance
Agents
Business Relationship Management
Finra
Customer Relations
Customer Service
Marketing Communications
Procedure Development
Project Management
Product Knowledge
Multi Task Oriented
Problem Solving
Critical Thinking
Training And Development
Client Relationship Building
Underwriting
Microsoft Office
Business Objects
Proprietary Insurance Carrier Software
Laptop Utilization
401k
Qualified Retirement Plans
Dst
Life And Health Insurance Licenses
Crm
Employee Training
Term Life Insurance
Life Insurance
Training
System Administration
Customer Satisfaction
Disability Insurance
Banking
Certification
Colleagues
Stephanie Cassedy
owner at financial wellness
Rick Stark
owner at richard a stark cpa
Salvatore Cocivera
Owner, Lincoln Financial Advisors
Charles R. (Trey) Mayhall, III CFP, CPA (inactive), CBEC
owner first financial group of the south
Lucas Burton, CRPC ®
Owner / Operator at Enchanted Mountains Financial
Other Named Todd M. Jones, MBA
Frequently asked questions
We found 4 Todd M. Jones, MBA's email addresses
We found 2 Todd M. Jones, MBA's phone numbers
Todd M. Jones, MBA works for Lincoln Financial Network
Todd M. Jones, MBA's role in Lincoln Financial Network is Suitability Analyst at Lincoln Financial Network
Todd M. Jones, MBA works in the industry of Financial Services
Todd M. Jones, MBA's colleagues are Stephanie Cassedy,Rick Stark,Salvatore Cocivera
Todd M. Jones, MBA's latest job experience is Suitability Analyst at Lincoln Financial Network at Lincoln Financial Network
Todd M. Jones, MBA's latest education in R Nelson Snider High School
