Jacob Gordon
Retirement/ Life Insurance Specialist at Merity Group- Claim this Profile
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Bio
Credentials
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CA Life, Accident and Health Agent License
Securities Training CorporationOct, 2021- Oct, 2024
Experience
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Merity Group
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United States
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Financial Services
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1 - 100 Employee
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Retirement/ Life Insurance Specialist
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Apr 2023 - Present
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Midland National Life Insurance Company
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United States
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Insurance
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200 - 300 Employee
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Life Insurance Agent
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Oct 2021 - Present
License #: 4169263 License #: 4169263
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LYONS HICKMAN LTD
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United States
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Property Manager
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May 2020 - Present
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Agent Logo
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United States
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Insurance
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Assistant
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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.
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Northwestern Mutual
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United States
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Financial Services
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700 & Above Employee
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College Financial Representative
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Jan 2021 - Mar 2021
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Prudential Financial
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United States
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Financial Services
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700 & Above Employee
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Marketing Assistant
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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.
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Roger Dunn Golf Shops
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United States
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Spectator Sports
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1 - 100 Employee
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Salesperson
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May 2019 - Jul 2020
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Polte
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United States
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Telecommunications
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1 - 100 Employee
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Data Collection
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Dec 2019 - May 2020
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Kennedy Surf Shop
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France
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Civic and Social Organizations
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Salesperson
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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.
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Education
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University of Arizona - Eller College of Management
Marketing -
Moorpark College Business Administration
Associate's degree, Business, Management, Marketing, and Related Support Services