Jason Bean, Flmi
About Jason Bean, Flmi
Jason Bean, FLMI, is a Sr. Controls Analyst/Registered Operations Consultant - Team Leader at MassMutual Financial Group in Tampa/St. Petersburg, Florida, with extensive experience in insurance and financial services.
Title
Jason Bean serves as a Senior Controls Analyst/Registered Operations Consultant - Team Leader at MassMutual Financial Group. He is based in the Tampa/St. Petersburg, Florida area.
Company
Jason is currently employed by MassMutual Financial Group, where he holds a key position in supervising and managing control operations. His role involves leading a team to ensure compliance and operation efficiency.
Professional Background
Jason has a robust professional background spanning various positions in the financial services sector. Previously, he has worked as an Operations Manager/Controls Coordinator at MassMutual Financial Group, Marketing Analyst at AIG/VALIC, Sr. Analyst at The Depository Trust & Clearing Corporation, Internal Wholesaler at Aegon/Western Reserve Life, and Sr. Trading/Rep Relations Specialist at Aegon/Western Reserve Life.
Education and Expertise
Jason completed the Sequoia 80/20 Wholesaler Training, focusing on optimizing sales strategies and efficiency. He holds a Florida Resident License for Life, Health & Variable Annuity (2-15). Additionally, he has earned the LOMA ACS & FLMI designation, signifying expertise in life insurance and financial services. His areas of expertise include developing and implementing sales concepts, enhancing sales team effectiveness, insurance competitive analysis, and insurance product education and training.
Specializations
Jason Bean specializes in several key areas, including developing sales concepts and ideas to enhance sales effectiveness, broker-dealer operations, and ensuring compliance and operational efficiency. He has substantial experience in insurance competitive analysis, internal wholesaling, and trades and sales marketing.