Jake Mcmillen
Regional Vice President at Sammons Financial Group Companies | Columbus, Ohio Metropolitan Area
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Jake McMillen serves as the Regional Vice President for the North Region at Sammons Financial Group Companies, where he leverages over nine years of experience in financial sales to drive growth and enhance client relationships. In his current role, Jake is responsible for overseeing a diverse range of financial advisors across Ohio, Indiana, Michigan, Kentucky, and Pittsburgh, focusing on Registered Investment Advisors (RIA), Investment Advisor Representatives (IAR), and Deal Direct Advisors. His expertise lies in educating these advisors on the benefits of Midland Annuities, empowering them to guide their clients in preparing for and enjoying a secure retirement.
Jake's consultative sales approach has consistently enabled him to exceed sales goals and implement effective sales strategies tailored to the unique needs of each advisor and their clients. He is particularly passionate about helping advisors understand the intricacies of fixed and variable annuities, emphasizing safe accumulation, guaranteed lifetime income strategies, and legacy planning. This commitment to delivering exceptional customer experiences not only strengthens client relationships but also fosters long-term loyalty and trust.
In addition to his sales acumen, Jake is skilled in B2B marketing and content marketing, utilizing his strong communication abilities to craft compelling messaging that resonates with financial professionals. His proficiency in cloud computing and Office 365 further enhances his ability to collaborate effectively with teams and advisors alike. As he continues to drive year-over-year growth in the annuity and retirement plan space, Jake remains dedicated to providing innovative solutions that meet the evolving needs of clients and advisors in a dynamic financial landscape.
Regional Vice President at Sammons Financial Group Companies in January 2023 to Present
Regional Annuity Wholesaler at Nationwide Financial in June 2021 to January 2023
Retirement Specialist at Nationwide Financial in June 2018 to July 2021
Regional Internal Consultant at Nationwide Financial in January 2016 to June 2018
Analyst, The Circle, Internal Sales & Service at Nationwide Financial in February 2014 to January 2016
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Sales
Customer Service
Retirement Planning
Leadership
Series 6
Mutual Funds
Fixed Annuities
Variable Annuities
Indexed Annuities
Life Insurance
Financial Services
Insurance
Investments
Retirement
401k
Financial Planning
Finance
Asset Allocation
Communication
Public Speaking
Constructive Feedback
B2C Marketing
Brand Management
Content Marketing
Storytelling
Data Visualization
Information Graphics
Visual Storytelling
Collaboration Tools
Messaging
Microsoft Teams
Virtual Collaboration
Cloud Computing
Office 365
B2B Marketing
Enterprise Marketing
Document Management
Microsoft Power Automate
Time Management
Relationship Building
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Discover more about Sammons Financial Group CompaniesWhat is Jake Mcmillen email address?
Email Jake Mcmillen at [email protected]. This email is the most updated Jake Mcmillen email found in 2026.
How to contact Jake Mcmillen?
To contact Jake Mcmillen send an email to [email protected]. (updated on November 04, 2024)
What company does Jake Mcmillen work for?
Jake Mcmillen works for Sammons Financial Group Companies
What is Jake Mcmillen's role at Sammons Financial Group Companies?
Jake Mcmillen is Regional Vice President
What is Jake Mcmillen's Phone Number?
Jake Mcmillen's phone (216) ***-*375
What industry does Jake Mcmillen work in?
Jake Mcmillen works in the Financial Services industry.
Jake Mcmillen Email Addresses
Jake Mcmillen Phone Numbers
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