Jeff Amann, MBA
About Jeff Amann, MBA
Jeff Amann is an Intermediate Account Specialist at Transamerica, where he has worked since 2019. He holds a Bachelor of Business Administration and a Master of Business Administration from Colorado State University-Global Campus, and has previous experience in various roles within the financial services industry.
Work at Transamerica
Jeff Amann has been employed at Transamerica as an Intermediate Account Specialist since 2019. In this role, he is responsible for managing client accounts and providing support to the sales team. His position involves ensuring compliance with company policies and facilitating effective communication with clients. Amann's experience in the financial services industry contributes to his ability to handle complex account issues and provide valuable insights to clients.
Previous Experience in Financial Services
Before joining Transamerica, Jeff Amann worked at Great-West Investments as an Internal Wholesaler from 2014 to 2019. In this capacity, he contributed to significant sales growth, helping to generate $8-12 million in quarterly sales. His earlier experience includes a role as a Customer Account Executive at Comcast from 2009 to 2011 and as an Inventory Specialist at Gannett from 2011 to 2014. These positions provided him with a strong foundation in customer service and account management.
Education and Expertise
Jeff Amann earned his Bachelor of Business Administration (BBA) in Business Administration, Management, and Operations from Colorado State University-Global Campus, completing his studies from 2009 to 2011. He furthered his education by obtaining a Master of Business Administration (MBA) in Organizational Leadership from the same institution, graduating in 2014. His academic background equips him with essential skills in management and leadership, which he applies in his current role.
Contributions to Sales and Team Development
In his previous roles, Jeff Amann played a key part in team development and sales strategies. He was a member of the inaugural scheduling team for annuity external wholesalers, where he helped establish guidelines and monthly metrics goals for new team members. Additionally, he effectively managed $5.2 million in daily assets by processing IRA applications and cash deposits, showcasing his ability to handle significant financial responsibilities.