Jacob Sherman

Jacob sends out insurance policies, answers payment inquiries, obtains transfer updates, and handles any other tasks as needed. He also completes annuity verifications and provides general support for the sales team.

Jacob earned a Bachelor of Science in Finance from the University of Wisconsin—Stevens Point. He has prior experience working as a representative for a financial advising company specializing in life insurance, which helped him learn the inner workings of the insurance industry. Jacob is licensed in health and life insurance.

Jacob excels when it comes to solving problems for clients and teammates. He values efficiency and always strives to work hard. Jacob is passionate about assisting others and providing the best quality of service, and he appreciates being part of something that truly helps people.

Outside of work, Jacob enjoys spending time with his family and playing sports, especially basketball and golf. He is a sports fanatic, a huge outdoorsman, and a frequent concertgoer.