Jacqueline J.
About Jacqueline J.
Jacqueline J. serves as a Regional Leader at Primerica in Grandview, Missouri, where she specializes in financial services, including debt solutions and retirement planning. With over two decades of experience at Commerce Bank, she emphasizes financial protection and entrepreneurship to enhance families' financial stability.
Work at Primerica
Jacqueline J. has been serving as a Regional Leader at Primerica since 2020. In this role, she operates from Grandview, Missouri, and focuses on delivering financial services that include debt solutions and retirement planning. Her position involves guiding clients in managing their finances effectively and ensuring they have the necessary protection against unexpected events, such as death. Jacqueline emphasizes the importance of financial literacy and stability for families.
Previous Experience at Commerce Bank
Before joining Primerica, Jacqueline J. worked at Commerce Bank for 23 years, from 1999 to 2022. During her tenure, she held the position of Chargeback Specialist in Kansas City, Missouri. This role involved managing chargeback processes and ensuring compliance with banking regulations. Her extensive experience in the banking sector has contributed to her expertise in financial services.
Specialization in Financial Services
Jacqueline J. specializes in providing a range of financial services, particularly focusing on debt solutions and retirement planning. Her approach includes offering protection against unexpected death, which is a critical aspect of her financial planning services. She aims to equip families with the tools and knowledge necessary to secure their financial future.
Focus on Entrepreneurship and Financial Stability
In her role at Primerica, Jacqueline J. encourages entrepreneurship as a means to enhance families' financial stability. She believes that fostering entrepreneurial skills can empower individuals to take control of their financial situations. This focus aligns with her commitment to helping families build a secure financial foundation.