Jack Curtis
About Jack Curtis
Jack Curtis serves as the Sales Director at Mutual of Omaha, where he has worked since 2019. He has extensive experience in the financial services industry, having held various roles at companies such as Merrill Lynch, Lincoln Financial Distributors, and Guardian Life.
Current Role at Mutual of Omaha
Jack Curtis has served as Sales Director at Mutual of Omaha since 2019. In this role, he operates in the Greater Boston Area, focusing on developing sales strategies and supporting financial advisors. His expertise lies in simplifying complex ideas to help advisors identify new growth opportunities.
Previous Experience in Financial Services
Prior to his current position, Jack Curtis held several roles in the financial services industry. He worked as a Financial Advisor at Merrill Lynch from 2010 to 2012 in Hyannis, MA. He also served as Regional Sales Director at Lincoln Financial Distributors from 2016 to 2018 in New England and as Internal Wholesaler at Sun Life Financial from 2006 to 2010. Additionally, he was Regional Vice President at Guardian Life from 2012 to 2015 in Houston, Texas.
Educational Background
Jack Curtis studied at the University of Massachusetts, where he earned a Bachelor of Arts in English from 2000 to 2006. He also attended the University of Hartford for one year in 1998 to 1999, furthering his studies in English.
Licenses and Certifications
Jack Curtis holds multiple licenses in the financial services sector, including Series 6, 7, 63, and 65 licenses. He is also licensed to offer Life and Health Insurance. His licensing extends across several states, including Massachusetts, New Hampshire, Maine, Vermont, Rhode Island, Virginia, and Georgia.
Specialization and Focus
Jack Curtis specializes in assisting financial advisors in identifying new opportunities to enhance their practices. He focuses on providing proven solutions to business owners and their employees, aiming to improve desired outcomes by simplifying complex financial concepts.