Jenica Roffina
Director of Practice Management at Warren Wealth Associates | Keyport, New Jersey, United States
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As the Director of Practice Management at Warren Wealth Associates, Jenica Roffina plays a pivotal role in shaping the firm's strategic direction and operational efficiency. With a robust client base of $120 million, Jenica is not only responsible for the day-to-day operations of the regional office but also for crafting and executing comprehensive marketing and business plans that drive growth and enhance client engagement. Her leadership is characterized by a proactive approach to developing innovative wealth management initiatives, exemplified by her recent program targeting “next generation” clients, which has successfully generated $425,000 since its inception.
Jenica’s expertise in financial services is complemented by her strong organizational skills and a deep understanding of investment vehicles, including fixed annuities and mutual funds. She is adept at leveraging her knowledge to exceed sales goals and foster a culture of excellence within her team. By planning and leading two high-impact events each year, she not only strengthens client relationships but also positions Warren Wealth Associates as a thought leader in the industry.
Her ability to create environments that attract top talent is a testament to her commitment to professional development and training. Jenica's strategic vision, combined with her hands-on approach to resource management and client services, ensures that the firm remains competitive in an ever-evolving financial landscape. As she continues to drive initiatives that resonate with clients and prospects alike, Jenica Roffina is undoubtedly a key asset to Warren Wealth Associates and the broader financial services community.
Director of Practice Management at Warren Wealth Associates in January 2014 to Present
Account Executive at Allied Beverage Group in January 2013 to January 2014
Sales Manager at Life Time Athletic in January 2011 to January 2013
Regional Vice President at Pacific Life in January 2006 to January 2010
Senior Internal Wholesaler at Pacific Life in January 2001 to January 2006
Financial Advisor at Morgan Stanley in January 2000 to January 2001
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Project Management
Team Leadership
Fixed Annuities
Series 63
Strategic Financial Planning
Retirement
Mutual Funds
Series 7
Retirement Planning
Life Insurance
401k
Series 6
Securities
Investments
Long-term Care
Outside Sales
Variable Annuities
Territory Development
Sales Management
Insurance
Wealth Management
Analytical Skills
Reporting
Coaching
Training
Managing multiple locations
Planning
Strategic Planning
Organization Skills
Research
Business Development
Exceed Sales Goals
Operations Management
Practice Management
Resource Management
Client Services
High Performance Sales Teams
People Management
Business Process Improvement
Generating Revenue
Territory Management
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Discover more about Warren Wealth AssociatesWhat is Jenica Roffina email address?
Email Jenica Roffina at [email protected] and [email protected]. This email is the most updated Jenica Roffina email found in 2026.
What is Jenica Roffina phone number?
Jenica Roffina phone number is +15035457999 and +19084900900.
How to contact Jenica Roffina?
To contact Jenica Roffina send an email to [email protected] or [email protected]. If you want to call Jenica Roffina try calling on +15035457999 and +19084900900. (updated on September 13, 2024)
What is Jenica Roffina net worth?
Jenica Roffina has an estimated net worth of $150,000 to $249,999
What company does Jenica Roffina work for?
Jenica Roffina works for Warren Wealth Associates
What is Jenica Roffina's role at Warren Wealth Associates?
Jenica Roffina is Director of Practice Management
What industry does Jenica Roffina work in?
Jenica Roffina works in the Financial Services industry.
Jenica Roffina Email Addresses
Jenica Roffina Phone Numbers
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