Jonathon Zeiger
Vice President, Retirement Services at USI Consulting Group- Claim this Profile
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Bio
Credentials
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Licenses: NASD Series 7 and 66; Life and Variable Annuity
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Experience
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USI Consulting Group
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United States
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Financial Services
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300 - 400 Employee
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Vice President, Retirement Services
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Oct 2009 - Present
Responsible for USI’s Fort Lauderdale, West Palm Beach, Coral Gables, Tampa, Ocala and Jacksonville offices. My primary focus is to consult with plan sponsors on retirement benefits including Defined Contribution, Defined Benefit, and Executive Compensation Plans. In doing so I seek out new relationships with various plan sponsors, centers of influence, and strategic partners to drive new business development. Responsibilities include: Consulting with clients: -Advise clients on defined contribution and other retirement issues -Facilitate discussions regarding strategic retirement issues -Subject matter expert with experience across a variety of defined contribution related areas including governance, compliance, administration and plan design -Knowledgeable regarding related consulting areas including investment consulting Securities offered through USI Securities, Inc., a SEC registered broker-dealer. Member FINRA/SIPC (for more information on membership, please go to www.FINRA.org and www.SIPC.org). Broker-Dealer Office of Supervisory Jurisdiction: 95 Glastonbury Blvd., Suite 102, Glastonbury, CT 06033 (860) 652-3239. Registered representatives (as well as insurance agents) do not offer legal or tax advice and may only transact business and/or respond to inquiries in jurisdictions in which they are properly registered and/or licensed. Investment Advice for certain institutional accounts is provided by USI Advisors, Inc., a SEC registered investment advisor. 95 Glastonbury Blvd., Glastonbury, CT 06033 (860) 633-5283. Investment advisory firms may only transact business in jurisdictions in which they are properly registered. The information provided within this website by the above named individual is not investment, securities or insurance advice and does not constitute an offer or solicitation. Both USI Securities, Inc. and USI Advisors, Inc. are wholly owned subsidiaries of USI Consulting Group. (1016.S0830.0182). Show less
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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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Retirement Plan Specialist
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1997 - 2003
Senior retirement plan wholesaler responsible for defined contribution plan sales up to $100 million in assets including 401(k) client presentations and the training/coaching of sales force. • Generated over $100 million in new business assets; consistently ranked as number one or two in sales results. • Selected to serve on successful institutional cross-selling task force • Conducted seminars that enhanced the sales force product knowledge and resulted in increased sales Senior retirement plan wholesaler responsible for defined contribution plan sales up to $100 million in assets including 401(k) client presentations and the training/coaching of sales force. • Generated over $100 million in new business assets; consistently ranked as number one or two in sales results. • Selected to serve on successful institutional cross-selling task force • Conducted seminars that enhanced the sales force product knowledge and resulted in increased sales
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Education
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1986 - 1989
Ravenscroft
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1989 - 1992
The University of Alabama
BA, Communications
Community
