Jacob Gordon

Retirement/ Life Insurance Specialist at Merity Group
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Contact Information
Location
Los Angeles, California, United States, US

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Bio

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Credentials

  • CA Life, Accident and Health Agent License
    Securities Training Corporation
    Oct, 2021
    - Oct, 2024

Experience

    • United States
    • Financial Services
    • 1 - 100 Employee
    • Retirement/ Life Insurance Specialist
      • Apr 2023 - Present
    • United States
    • Insurance
    • 200 - 300 Employee
    • Life Insurance Agent
      • Oct 2021 - Present

      License #: 4169263 License #: 4169263

    • Property Manager
      • May 2020 - Present
    • United States
    • Insurance
    • Assistant
      • Nov 2016 - Dec 2021

      Responsibilities include product research, product evaluation, packaging, shipping and delivery, purchasing. Responsibilities include product research, product evaluation, packaging, shipping and delivery, purchasing.

    • United States
    • Financial Services
    • 700 & Above Employee
    • College Financial Representative
      • Jan 2021 - Mar 2021
    • United States
    • Financial Services
    • 700 & Above Employee
    • Marketing Assistant
      • Sep 2020 - Dec 2020

      At Prudential I am studying under a Financial Advisor that is teaching me the ins and outs of the world of finance. Day to day activities include scrubbing leads, potential client phones calls and booking meetings, as well as learning to create life insurance policies. At Prudential I am studying under a Financial Advisor that is teaching me the ins and outs of the world of finance. Day to day activities include scrubbing leads, potential client phones calls and booking meetings, as well as learning to create life insurance policies.

    • United States
    • Spectator Sports
    • 1 - 100 Employee
    • Salesperson
      • May 2019 - Jul 2020
    • United States
    • Telecommunications
    • 1 - 100 Employee
    • Data Collection
      • Dec 2019 - May 2020
    • France
    • Civic and Social Organizations
    • Salesperson
      • Jun 2014 - Aug 2017

      Responsibilities include customer service and retail sales of surfboards, wetsuits and various active lifestyle merchandise. Cashier, Fitting and repair of surfboards, cleaning and maintenance. Responsibilities include customer service and retail sales of surfboards, wetsuits and various active lifestyle merchandise. Cashier, Fitting and repair of surfboards, cleaning and maintenance.

Education

  • University of Arizona - Eller College of Management
    Marketing
    2018 - 2022
  • Moorpark College Business Administration
    Associate's degree, Business, Management, Marketing, and Related Support Services
    2019 - 2021

Community

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