Jacob Staszak
Mankato,MN
Summary
Accomplished 401(k) expert with a proven track record of success in effectively managing compliance and driving sales for 401(k) businesses. Demonstrating an exceptional history of achievement, driven to continuously enhance procedures and processes across the board.
Overview
9
9
years of professional experience
Work History
Regional Vice President – Partner and Banking Channel Sales
Vestwell
01.2023 - Current
- Connected Payroll, Tax, HCM, Banks and other companies with tech forward retirement plan solutions for their small business partners
- Helped drive new business revenue and achieved top new sales person based on revenue in 2023
- Provide consultative solutions for other sales representatives based on 9 year of extensive 401(k) knowledge.
President & Chief Compliance Officer
CorPay Retirement Services
07.2017 - 12.2022
- Work with small business owners to create retirement plans that are affordable and efficient for owners and their employees
- Successfully sold and maintained over 350 plans covering over 10,000 individuals
- Develop solutions to increase revenues and increase long term retention of clients
- Maintained compliance of both firm and each retirement plan in hand with TPAs.
Sales Consultant & Representative
Plan Administrators, Inc.
05.2016 - 06.2017
- Handled outbound and inbound conversations with financial professionals and business owners to promote retirement solutions where workers own their retirement readiness
- Work with professional partners to build relationships and drive new business
- Onboard and establish sales processes with new payroll and advisory partners.
Financial Advisor
Gradient Advisors
06.2015 - 05.2016
- Position clients using market investments, life insurance, and fixed investments into a position that makes them comfortable to enjoy a safe retirement.
Skills
Series 65
ASPPA QKS Designation
Education
University of Wisconsin Eau Claire
- Bachelors of Business Administration – Economics Focus
- Bachelors of Business Administration – Finance Focus
Timeline
Regional Vice President – Partner and Banking Channel Sales
Vestwell
01.2023 - Current
President & Chief Compliance Officer
CorPay Retirement Services
07.2017 - 12.2022
Sales Consultant & Representative
Plan Administrators, Inc.
05.2016 - 06.2017
Financial Advisor
Gradient Advisors
06.2015 - 05.2016
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