Jon Conlon, Crpc®
About Jon Conlon, Crpc®
Jon Conlon, Crpc®, serves as the Regional Vice President at Protective Life, where he has worked since 2018. He has extensive experience in investment wholesaling and retirement income planning, having held various leadership roles in the financial services industry across multiple states.
Work at Protective Life
Jon Conlon currently serves as Regional Vice President at Protective Life, a position he has held since 2018. In this role, he oversees operations in Wisconsin and has been instrumental in driving business growth. Prior to this, he worked as Regional Director at Protective Life from 2018 to 2022, focusing on the markets in Wisconsin and Iowa. His tenure at Protective Life highlights his commitment to the organization and his expertise in financial services.
Previous Experience in Financial Services
Jon Conlon has a diverse background in the financial services sector, having held several key positions. He worked at Allianz Life as Regional Vice President from 2005 to 2015, covering Greater Wisconsin and the Upper Peninsula of Michigan. He also served as Regional Vice President for Allianz Life in Greater Minnesota, North Dakota, and South Dakota from 2003 to 2005. Additionally, he briefly worked at Catalyst Funds in 2018 and at Prudential Financial from 2015 to 2017 as Regional Vice President.
Education and Expertise
Jon Conlon earned a Bachelor of Science degree in Finance from the University of Wisconsin-Eau Claire, where he studied from 1995 to 1999. His educational background laid the foundation for his extensive knowledge in investment wholesaling, retirement income planning, and consultative selling. He specializes in mutual funds, variable annuities, and fixed indexed annuities, demonstrating a comprehensive understanding of various financial products.
Skills and Specializations
Jon Conlon possesses strong skills in consultative selling and customer service, which have contributed to his success in the financial services industry. He has a proven track record in capturing competitive market share and has expertise in marketing multiple product lines across various distribution channels. His focus on retirement income planning further enhances his ability to meet the needs of clients in a dynamic financial landscape.