Jordan is responsible for developing and implementing the sales strategy for new and existing retirement plans. He reports to Jamie Ohl, president of tax-exempt markets for ING U.S. retirement solutions and is based in the firm’s Windsor, Connecticut, office.
Jordan brings more than 20 years of retirement industry experience and leadership to ING U.S., including administration, product development and sales management. His sales background includes extensive knowledge of institutional sales, multi-channel product distribution and specialty finance products. Jordan most recently served as managing director of MetLife Financial Group of the South, where his leadership resulted in significant sales growth and productivity for the company. His background includes more than a decade with AIG-VALIC, most recently as senior vice present for national markets and group relations, where he managed the company’s corporate strategy for growth in core market segments, including education and health care.
Jordan holds a bachelor’s degree in management from Faulkner University in Montgomery, Alabama. He holds FINRA Series 7, 24, 51, 63 and 65 licenses and is a Certified Fund Specialist (CFS) and board certified in mutual funds (BCM).
The tax-exempt markets team’s focus is the retirement plans of employer-sponsored 403(b) and 457 savings plans in health care, education, government and the nonprofit sectors.