Matthew Jobes
Tampa
Summary
Financial services professional with 4+ years of experience in client-facing retirement planning, annuity solutions, and insurance advisory, including leadership experience managing and training agents. Strong foundation in client education, needs analysis, and compliance-driven sales processes. Seeking to leverage existing retirement and client relationship experience into a comprehensive financial advisor role with a long-term growth platform.
Overview
5
5
years of professional experience
2
2
years of post-secondary education
Work History
Branch Manager
AmeriLife Financial Services
Tampa
01.2024 - Current
- Promoted based on top production and leadership performance
- Recruited, trained, and onboarded new advisors; oversaw licensing and compliance
- Led team meetings and delivered training on client discovery, suitability, Medicare, and retirement income concepts
- Supported senior advisors and an RIA partner (Series 65) on retirement income and annuity strategies, including high-net-worth cases ($5M+)
- Assisted with portfolio positioning for income and principal protection; supported RMD and tax-aware distribution planning
- Mentored multiple producing advisors; office ranked top 10 nationally
- Offered opportunity to open and lead a satellite office with producing advisors and profit-sharing
Insurance Advisor (Life, Health & Annuities)
AmeriLife Financial Services
Tampa
05.2022 - 01.2024
- Advised clients on life insurance, Medicare, and annuity solutions, representing 200+ carriers
- Conducted retirement-focused reviews covering Social Security timing, income planning, and risk management
- Built a client base through targeted in-person outreach and appointment-based prospecting
- Led retirement education seminars (up to 30 attendees) in partnership with healthcare facilities
- Shadowed and supported top-producing advisors on annuity and advanced retirement cases while developing planning expertise
- Ranked among top producers nationally and consistently exceeded monthly performance benchmarks
Professional Baseball Player
Lexington Legends
Lexington
09.2020 - 06.2021
- Invited to participate in Spring Training with Lexington Legends 2021
- Dedicated 9 months strength training and conditioning with Cooper Sports for this opportunity
- Played alongside MLB All-stars and veterans as the youngest player on the team
Education
B.A Editing Writing Media, Minor in Comm
Florida State University
Tallahassee, FL 08.2017 - 08.2019
Skills
- Leadership
- Time-management
- Performing under pressure
- Community involvement
- Teamwork
- FireLight (digital annuity applications)
- Annuities Genius (annuity analysis, comparison, and suitability platform)
Timeline
Branch Manager
AmeriLife Financial Services
01.2024 - Current
Insurance Advisor (Life, Health & Annuities)
AmeriLife Financial Services
05.2022 - 01.2024
Professional Baseball Player
Lexington Legends
09.2020 - 06.2021
B.A Editing Writing Media, Minor in Comm
Florida State University
08.2017 - 08.2019