Jim Wagner
About Jim Wagner
Jim Wagner serves as the Chief Distribution Officer for the Retirement Division at Protective Life, a position he has held since 2020. He has extensive experience in the insurance industry, having previously worked in various roles at Protective Life and ING.
Work at Protective Life
Jim Wagner has been serving as the Chief Distribution Officer for the Retirement Division at Protective Life since 2020. In this role, he oversees distribution strategies and initiatives aimed at enhancing the company's retirement product offerings. Prior to this position, he held the role of Senior Vice President of Annuity Sales from 2017 to 2020, where he was responsible for driving annuity sales and managing related operations. His tenure at Protective Life has spanned multiple roles, contributing to the company's growth in the retirement sector.
Education and Expertise
Jim Wagner earned a Bachelor of Arts degree in Economics from Ohio Wesleyan University, where he studied from 1996 to 2000. His educational background provides a strong foundation for his career in the financial services industry. In addition to his degree, he holds several professional certifications, including FINRA Series 6, 26, 63, and 65, which demonstrate his expertise in various aspects of financial and insurance services.
Background
Before joining Protective Life, Jim Wagner worked at ING from 2000 to 2011 in Sales Management, gaining extensive experience in sales strategies and team leadership. He also served as Vice President and Head of Internal Sales at Protective Life from 2011 to 2014 in the Cincinnati Area, KY. His career has been marked by a focus on sales and distribution within the insurance and financial services sectors, contributing to his current leadership role.
Licenses and Certifications
Jim Wagner possesses an Ohio Life Insurance License, which qualifies him to sell life insurance products in the state. His professional credentials are further enhanced by his FINRA certifications, including Series 6, 26, 63, and 65. These certifications indicate his proficiency in various financial products and regulatory compliance, supporting his roles in sales and distribution within the insurance industry.