Fredric Jackson
Carrollton,TX
Summary
Strategic relationship management and sales leader with 10+ years of experience supporting complex, high-value client relationships across financial services and insurance ecosystems. Proven ability to grow accounts, deepen advisor engagement, drive client retention, and deliver consultative solutions through proactive relationship planning and executive-level communication. Experienced in partnering cross-functionally, leading onboarding and transitions, presenting thought leadership, and serving as a primary advocate for client success.
Overview
19
19
years of professional experience
1
1
Certification
Work History
Medicare Advisor
Fidelity Investments
01.2022 - Current
- Serve as primary relationship manager for a national client base, delivering consultative guidance and coordinating across internal partners to resolve complex client needs. Lead thought-leadership training programs, support onboarding initiatives, and conduct structured client reviews to align solutions with long-term objectives.
Licensed Medicare Agent
Walmart Insurance Services
01.2021 - 01.2022
- Managed a portfolio of client relationships with emphasis on retention, proactive engagement, and issue resolution. Supported onboarding and education while acting as a client advocate across service needs.
Business Development / Independent Sales Agent
Grace Agency
01.2019 - 01.2021
- Developed and executed business growth strategies resulting in a 69% increase in memberships. Built institutional partnerships and conducted executive-level business reviews and solution presentations.
MarketPoint Sales / Senior Account Representative
Humana
01.2007 - 01.2019
- Managed a sophisticated portfolio of institutional relationships, represented the organization at industry events, delivered analytics-driven insights, and resolved complex client issues. Earned Elite Club recognition.
Education
Bachelor of Science - Exercise Science
Indiana State University
Skills
- Institutional Relationship Management; Key Account Strategy & Execution; Advisor & Firm Engagement; Business Development & Growth Planning; Executive Client Reviews; Client Retention & Satisfaction; Cross-Functional Leadership; CRM & Account Planning (Salesforce); Onboarding & Implementation Support; Reporting & Analytics; Risk & Issue Resolution; Industry Conferences & Thought Leadership
Certification
Insurance Licenses: 215 Life, Health & Variable Annuities; 220 Property & Casualty.
Timeline
Medicare Advisor
Fidelity Investments
01.2022 - Current
Licensed Medicare Agent
Walmart Insurance Services
01.2021 - 01.2022
Business Development / Independent Sales Agent
Grace Agency
01.2019 - 01.2021
MarketPoint Sales / Senior Account Representative
Humana
01.2007 - 01.2019
Bachelor of Science - Exercise Science
Indiana State University