Summary
Overview
Work History
Education
Skills
Certification
Industry Associations
Timeline
Generic

Jeff Sowards

Oklahoma City,OK

Summary

Dynamic, results-driven leader with 25+ years of experience in the insurance and financial services industry. Expertise in growing field offices, exceeding production and recruiting goals, and building high performing teams. Proven success in leadership development, strategic planning, and fostering strong client relationships. Recognized for creating and executing effective marketing strategies and product development initiatives, while consistently driving business growth.

Overview

25
25
years of professional experience
1
1
Certification

Work History

Regional Vice President

The Assurance Group
01.2025 - Current
  • Spearheaded growth of distribution channels across multiple field offices.
  • Recruited and mentored new Regional Sales Directors to enhance regional performance.
  • Established strategic goals and monitored progress to ensure sustained growth.

Chief Distribution & Marketing Officer | Senior VP

Modern Woodmen Of America
07.2020 - 11.2024
  • Drove nationwide sales and recruiting efforts, achieving substantial market share growth.
  • Managed field marketing initiatives and product development to meet organizational objectives.
  • Collaborated with executive leadership on strategic decisions at board level and served on corporate committees.

Regional Director, Quad Cities

Modern Woodmen of America
03.2014 - 06.2018
  • Directed top-producing region for mutual funds and non-proprietary securities.
  • Achieved top five ranking company-wide for life insurance and annuities.
  • Built and led high-performing team of financial representatives to exceed performance metrics.

Regional Director, Dallas/Fort Worth

Modern Woodmen of America
03.2005 - 02.2014
  • Developed a team of 30 Financial Representatives and 7 Managing Partners, driving growth in Dallas/Fort Worth region.
  • Promoted six Regional Directors through strategic mentorship and effective leadership.
  • Achieved position in top 5% nationally for performance and growth within the region.

Managing Partner

Modern Woodmen of America
08.2001 - 02.2005
  • Established a high-performing team of financial representatives, consistently surpassing sales targets.
  • Qualified for Modern Woodmen’s annual sales conference multiple times.
  • Mentored and developed top-producing financial representatives to enhance performance.

Financial Representative

Modern Woodmen of America
09.2000 - 07.2001
  • Specialized in selling life insurance and annuity products utilizing needs-based techniques.
  • Cultivated a robust client base through personalized service and tailored financial solutions.

Education

Master of Business Administration (MBA) -

St. Ambrose University
06.2025

Bachelor of Science - Education, Emphasis in History

University of Science and Arts of Oklahoma
01.1998

Skills

  • Sales and marketing leadership
  • Client relationship management
  • Strategic planning
  • Mentoring others
  • Team building
  • Sales management
  • Keynote speaking
  • Recruitment and training
  • Business development

Certification

  • FIC (Fraternal Insurance Counselor)
  • LLIF (Life Leader Insurance Fellow)

Industry Associations

  • LIMRA
  • NAFIC
  • FINSECA
  • NAFA

Timeline

Regional Vice President

The Assurance Group
01.2025 - Current

Chief Distribution & Marketing Officer | Senior VP

Modern Woodmen Of America
07.2020 - 11.2024

Regional Director, Quad Cities

Modern Woodmen of America
03.2014 - 06.2018

Regional Director, Dallas/Fort Worth

Modern Woodmen of America
03.2005 - 02.2014

Managing Partner

Modern Woodmen of America
08.2001 - 02.2005

Financial Representative

Modern Woodmen of America
09.2000 - 07.2001

Master of Business Administration (MBA) -

St. Ambrose University

Bachelor of Science - Education, Emphasis in History

University of Science and Arts of Oklahoma

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