Overview
Work History
Education
Timeline
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Vinamra "VJ" Jha

Columbus,OH

Overview

12
12
years of professional experience

Work History

Firm Director, Business Development

Penn Mutual, (1847 Financial)
06.2023 - Current
  • Promoted to Firm Director of Columbus in 2023
  • Grew office by 14 Brokers in 2023
  • Developed high-performing teams by providing mentorship, guidance, and opportunities for professional growth.
  • Highest GDC growth year over year 2024,2023
  • Highest Percentage of Annuity Growth
  • Leader of Excellence every year at Penn Mutual 2021-2024
  • Royal Blue Qualifier 2022 and 2024
  • Established a culture of continuous improvement by fostering open communication channels and empowering employees to voice their ideas.
  • Cultivated a positive work environment that fostered employee engagement, increased retention rates, and boosted overall team morale.

Executive Vice President

Penn Mutual, (21st Century Financial)
02.2021 - 06.2023
  • -Leader of the Columbus, OH for Penn Mutual and 21st Century Financial. Recruit, retain, develop Financial Professionals
  • -Managing office staff and 2nd line managers in the Columbus Office
  • -Doubled the number of Leaders Club qualifiers in less than one year in the office
  • -Exceeded FYC goal for Life and Annuity by over 200% in 2022
  • -Responsible for running profit and loss for the Columbus organization for Managing Partner Michael Sarver
  • -Mentoring New Organization Advisors and New Sales Managers in the entire organization of 21st Century Financial (Akron, Chicago, Cleveland, Columbus, Minnesota and Pittsburgh)
  • -Help existing Brokers and Advisors in the organization process life and annuity business
  • -Run training and sales meetings for Columbus office

Partner

New York Life
07.2016 - 01.2021
  • -Recruit, retain, develop Financial Professionals
  • -Help Managing Partner run the office
  • -Built a Top 30 Team at New York Life by 2019. Leading Partner Award in the company. Led Zone in POP % that year for Partner Class
  • -Partner of the Year in Columbus GO 2017, 2018, 2019, 2020

Associate Partner

New York Life
01.2016 - 06.2016
  • -Built a new unit of Agents at New York Life
  • -Finished Program top 3 AP
  • -First Year as Partner POP over 900%
  • -7 Pro Active Agents at end of 6 month program

Financial Services Professional

New York Life
02.2013 - 12.2015
  • -Help clients with life insurance and retirement planning
  • -2 Executive Councils, Rookie of the Year, Life FYC Champion, 2 time TAS Agent of the Year

Education

Bachelor of Science - Finance

Ohio State University
Columbus, OH
01.2013

Timeline

Firm Director, Business Development

Penn Mutual, (1847 Financial)
06.2023 - Current

Executive Vice President

Penn Mutual, (21st Century Financial)
02.2021 - 06.2023

Partner

New York Life
07.2016 - 01.2021

Associate Partner

New York Life
01.2016 - 06.2016

Financial Services Professional

New York Life
02.2013 - 12.2015

Bachelor of Science - Finance

Ohio State University
Vinamra "VJ" Jha