Jane has been selling financial services since the 1980's and focused on the retirement plan business since the early 1990's. Working for Fidelity Investments, she built a sales organization from 3 employees to well over 100. She also built a lead generation team from scratch to over 60 associates. Jane is well known for highly innovative sales approaches and processes. Her team produced over $3 billion in assets under management per year while selling no plan with greater than $5 million in assets. Jane's lead generation team produced over 3,000 leads a year in all sizes of the retirement plan market including the tax exempt market. Jane is a sought after leader well known for turning lead generation associates into salespeople.
Vice President, New Business Development
Todd Jenkins has extensive financial services experience working with insurance and retirement plan sales. In his second year at Fidelity Investments, Todd was able to generate over $70M in new retirement plan assets while working in the less than $5M market. He used the same techniques that Acceleration Retirement provides to Advisors. His deep understanding of Advisors and sales make him an ideal strategic partner for progressive Advisors.
Sr.Vice President, Client Management
Jeremy Young has worked in financial services and sales for over 10 years, his experience includes Insurance, Mortgage and Banking. In 2011 Jeremy joined the Acceleration family as a part of our lead generation team. Since coming onboard, Jeremy showed incredible ability to lead and effectively managed the lead Gen Team from 2013-2015. Jeremy recently took over as our head of client management in January of 2015. Jeremy has an understanding of sales and process, and what it take to grow and be successful in the retirement plan space.
Director of Data and Product Development
Paige has been with Acceleration Retirement since 2014. As Director of Data and Product Development, she manages CRM implementations, CRM consulting, and database development. Prior to Acceleration Retirement, Paige gained experience as a Management Information Systems Business Analyst and Reporting Specialist for a large Institutional Fund Accounting Team. Her knowledge of industry related data, CRM systems, process efficiencies, data intelligence, and management reporting have made her an effective partner to our clients in integrating successful CRM systems.
Acceleration Retirement generates quality retirement plan leads through employing experienced retirement plan experts. We know that typical business to business telemarketers are not successful in the retirement plan space. So, we have assembled a team that understands the retirement plan business. Many have sold retirement plans or aspire to careers in retirement plan sales. The core of our team was trained by Fidelity Investments. Our people make the difference.
Senior Account Executive
Mark has been with Acceleration since 2010. As a Senior Account Executive, Mark handles a number of client relationships and is also involved with training and mentoring representatives on how to generate quality appointments. Mark spent over 20 years as a reporter in newspaper industry locally in Dallas, and has an incredible ability to ask the right questions which lead to gathering information that leads to quality appointments. Mark is a native of Seattle, Washington.
Senior Account Executive
Jim has been with Acceleration Retirement since 2011. Jim is in the Account Executive role, and utilizes his 20 years of experience in phone sales, many of those years being focused in financial services. Jim has even managed call center teams in the past, and is a great partner for our clients in that he has an excellent understanding of what advisors are looking for in an opportunity.
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