John Baez
About John Baez
John Baez serves as the Regional Vice President at Concourse Financial Group, where he has worked since 2023. He has over two decades of experience in the financial services industry, having held leadership positions at several companies, including Genworth and Midland National Life Insurance Company.
Work at Concourse Financial Group
John Baez serves as the Regional Vice President at Concourse Financial Group, a position he has held since 2023. He operates on-site in Connecticut, United States. In this role, he leads a dedicated team that assists financial advisors in expanding their business. His focus includes providing support for life insurance strategies across seven states in the Northeastern US.
Previous Experience in Financial Services
Before joining Concourse Financial Group, John Baez held several leadership positions in the financial services industry. He worked at Genworth as Regional Vice President from 1999 to 2015, covering Connecticut, Massachusetts, and Rhode Island for 16 years. He then transitioned to Midland National Life Insurance Company, where he served as Regional Vice President from 2018 to 2023 in New England. Additionally, he was the Regional Marketing Director at Lincoln Financial Group from 2015 to 2018, working primarily in Connecticut and Rhode Island.
Education and Expertise
John Baez earned a Bachelor of Science (B.S.) degree in Marketing from Western New England University, where he studied from 1989 to 1993. His educational background has provided him with a strong foundation in marketing principles, which he has applied throughout his extensive career in the financial services sector.
Leadership and Support for Financial Advisors
With extensive experience working with financial advisors in New England, John Baez has developed a strong focus on leadership within the financial services industry. He provides support to financial advisors across seven states, emphasizing life insurance strategies. His role involves collaborating with advisors to help them grow their businesses effectively.