Steve Jacobson
About Steve Jacobson
Steve Jacobson is the Outside Sales Director at Simplicity Group and the Owner of Jacobson and Associates, with extensive experience in the financial services sector.
Title
Steve Jacobson serves as the Outside Sales Director at Simplicity Group, a role he has held since 2012. Additionally, he is the owner of Jacobson and Associates, a business he has operated since 2009.
Professional Experience
Steve Jacobson brings a wealth of experience in the insurance and financial services sectors. Before his current roles, he was the Field Vice President at Great American Financial Resources from 2005 to 2009. He also held the position of Private Banking Life Insurance Manager at Norwest Insurance (now Wells Fargo) from 1989 to 1991. Previously, he was the Director of Sales at Northern Life, ING/ReliaStar, now known as VOYA, from 1986 to 2005.
Education and Background
Steve Jacobson studied at St. Cloud State University, focusing primarily on hockey from 1971 to 1973. He also attended the University of Minnesota, where he earned a Bachelor of Arts degree in Interdepartmental/Social Work/Psychology in 1970.
Industry Expertise
Steve Jacobson has developed extensive expertise in home office external wholesaling for life and annuity products. His background includes strategic planning and market development in the financial services sector. He has a deep understanding of the health insurance and managed care sectors, making him adept at creating innovative investment ideas and sales solutions.
Skills and Specializations
Steve Jacobson possesses exceptional written and oral communication skills, essential for his roles in sales management and recruiting. He is proficient in developing relationships with marketing organizations throughout the Upper Midwest. His skill set includes extensive needs assessment, allowing him to effectively identify and address client requirements.