Mark Jeffrey, M.A. MDRT

Mark Jeffrey, M.A. MDRT

Managing Director @ Transamerica Agency Network

Country

-

City

United States

Industry

Financial Services

Skill

Risk Management, Business Insurance Planning, Business Succession Planning, Legacy Planning, Retirement Planning, Negotiation, 401k Rollovers, Lifetime Income Strategies, Asset Protection, Policy Analysis, Research, Customer Relations, Business Development, Annuity Sales, Leadership, Management, Public Speaking, Sales, Strategic Planning, Customer Service

Experience

Transamerica Agency Network

Managing Director

Transamerica Agency Network

LinkedIn
2022-10 - Present · 4 yrs

Bowie District Maryland

NYLIFE Securities LLC

Registered Representative

NYLIFE Securities LLC

LinkedIn
2022-1 - 2022-8 · 8 mos

Virginia, United States

Registered Representative offering securities products and services through NYLIFE Securities LLC. (Member FINRA/SIPC), A Licensed Insurance Agency.

New York Life

Partner

New York Life

LinkedIn
2018-12 - 2022-2 · 3 yrs 3 mos

Northern Virginia General Office

New York Life recruits and hires thousands of outstanding individuals from various professional background every year, many of whom are established professionals seeking a more rewarding career. Becoming a New York Life agent is an ideal opportunity for individuals who want to build a financial services business with significant income potential, help others achieve financial security, and maintain a flexible schedule. We offer tremendous guidance and support, lead, encouragement, and training for those want to take this path to become successful leaders who use their skillset to transform and create wealth in local communities. We are seeking dynamic and talented people with a passion of becoming something that is bigger than themselves to join our team of professionals. Our Northern Virginia General Office team consists of individuals who are leaders in the financial services industry offering variety outstanding services including business and personal planning strategies, as well as estate planning. As a licensed agent, one will be responsible for scheduling appointments, meeting with clients, analyzing clients' portfolio information, making recommendations and providing ongoing service in the interest of existing and potential clients. If you are interested in becoming a financial services professional, please contact me at: Northern Virginia General Office 8075 Leesburg Pike # 200 Vienna, VA 22182 (C) 571 721 9045 (B) 703 610-4131 mjeffrey@ft.newyorklife.com EOE/M/F/D/V/SO

New York Life

Associate Partner

New York Life

LinkedIn
2018-6 - 2018-12 · 7 mos

Northern Virginia General Office

My overall objective is the continued dedication to hiring and developing capable men and women from all backgrounds who can provide effective and innovative solutions for the problems people and businesses face. My expertise includes recruiting within the financial services industry, with the focus on attracting, hiring, and retaining outstanding individuals with strong business acumen and superlative organizational, analytical and strategic problem-solving skills. By staying true to the principles of prudent expansion, conservative growth, full service, and, above all, a strong field force, New York Life Insurance Company will maintain and enhance its reputation as the “The Company You Keep®.”

New York Life

Agent

New York Life

LinkedIn
2014-1 - 2018-6 · 4 yrs 6 mos

8075 Leesburg Pike Suite 200 Vienna, VA 22182

Agent licensed to sell insurance through New York Life Insurance Company.

NYLIFE Securities LLC

Financial Services Professional

NYLIFE Securities LLC

LinkedIn
2016-5 - 2018-6 · 2 yrs 2 mos

8075 Leesburg Pike Suite # 200 Vienna, VA 22182

Registered Representative offering securities products & services through NYLIFE Securities LLC, (Member FINRA/SIPC), A Licensed Insurance Agency.

Education

George Mason University - Schar School of Policy and Government

George Mason University - Schar School of Policy and Government

LinkedIn

International Commerce and Policy

2012 - 2015 · 3 yrs

Expert in trade, finance, insurance, and investments. international and domestic business development. economic and management analyst. marketing research and development. global trade management, and international contract negotiations.

George Mason University

George Mason University

LinkedIn

Global Marketing Communications

2009 - 2012 · 3 yrs

Expert in international business, International supply chain analysis, Intercultural communication. International Contract Negotiation, Entrepreneur and speaks English and French Language.

Mark Jeffrey, M.A. MDRT's Contact Information

Email

******@***.com

Phone

(**) *** ****

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