Quotes from Jason's agents
I came on board with Advisors Excel in May of 2008, and having just completed my first 60 days. I have had nothing but tremendous service from both the organization and my marketer, Jason Ross.
Every email and phone call to Jason is either answered at that time, or typically within the hour.
Jason as well as Luke Waller helped me immensely with the proposal and closing of a $934,000.00 case that may not have been possible without their assistance. From sales ideas to the underwriting of the case, to the placement, Jason was there to help me with the transition from my previous FMO to Advisors Excel. I would recommend Jason and Advisor’s Excel to anyone who is truly looking for an organization who knows their agents and helps them to develop and build their business. To Jason, the agents are his clients, and the organization treats you that way. I just received my first Marketing re-imbursement check, and am looking forward to many more.
- Curt K
Jason Ross has been a tremendous asset in helping me build a succesful practice. Advisors Excel and Jason have the knowledge and technology that I was looking for to grow my business and that is exactly what has happended since I have joined their team! In my first three months with Advisors Excel I was able to submit $1.9 million in annuity premium, a dramatic increase from the prior three months. If you are looking for great support, technolgy, and new ideas to grow your business, you need to join forces with Jason and Advisors Excel!
-Ken D
Jason Ross
Vice President of Marketing
Background:
Professionally, prior to joining Advisors Excel, Jason spent two years as a Marketing Specialist for Aviva’s Fixed Indexed Annuity Division. During his time there, he played a part in helping Aviva’s annual annuity premium almost double. Prior to Aviva, he spent time at Security Benefit as a Business Analyst developing and implementing processes for new Variable Universal Life and Variable Annuity Products. He first joined the industry as Regional Recruiting Director for one of the largest Marketing Organizations in the country. There he spent two years recruiting advisors and helping them build their annuity business.
Educational History:
Jason received his Bachelors of Arts in History from Washburn University. He currently holds his Series 6 and 63 securities licenses.
Family Information:
Jason was fortunate enough to marry his beautiful and longtime high school sweetheart Sara. She is currently an Office Manager for a Chiropractic Clinic in Topeka. They currently have no children except a yellow lab, Adie, whom believes she is a child.
Message to Clients:
I feel truly blessed to be apart of this industry and the opportunities it presents my family. I’ve been fortunate enough to work and partner with some of the nations most successful advisors whom do amazing things for their clients. As such, you the advisor are my client; and have my word to provide exceptional service and innovative new ideas to add value to your business. I look forward to sharing future success and most importantly developing lasting relationships with you and your business family.