Meet the Platinum Team
|Jump to:||Management | Sales/Marketing Support | Contracting & Licensing Support | New Business Support | Specialists | Events/Marketing | Commissions Support | Operations/IT ||
888-251-5525 ext. 358
Direct (951) 977-2600
888-251-5525 ext. 124
Oscar joined Partners Advantage in January 2012 as a Platinum Annuity Marketer. Prior to Partners Advantage, he has spent over 14 years in the insurance industry, with nearly 10 of those years with CFC Capital Partners as a Marketing Consultant and in personal production. He has helped several shops grow their annuity business by providing innovative ideas, extensive product knowledge and superior customer service. In July 2013, he was promoted to Manager of the Platinum Service Team (PST). Oscar and his team specialize in helping Platinum Shops grow their annuity, linked benefits and life insurance business with unique sales programs, superior support, and specialized carrier relationships.
888-251-5525 ext. 487
Jeremy Rubin is an 18 year veteran of the Financial Services Industry, starting as a captive agent with Principal Financial Group and most recently a Regional Vice President with Voya Annuities before joining the Partners Advantage Platinum Team, where he enjoys supporting the sales teams of the Platinum Groups with sales concept promotion and agent training through web events and in-person presentations.
888-251-5525 ext. 361
William H. (Bill) Jackson, JD, CLU, provides strategies and insights on a number of areas, including tax, financial, philanthropic, retirement, business, and estate issues. Bill has a rich background of experience. Prior to joining Partners Advantage, he excelled in a number of sales and product marketing roles at Sun Life and AIG SunAmerica. In his role as Director of Advanced Marketing and Retirement Planning, he led all advanced marketing sales of annuity, life and group pension products. Most recently, he served as Senior Vice President and Divisional Sales Manager across all market channels. He was also Regional Vice President of Pension Marketing for the Western region and represented the firm as a keynote speaker at broker/dealer conferences. Throughout his career, Bill has been a frequent speaker at numerous seminars and large due diligence meetings. He has extensive ERISA experience and has lead advisor sales training programs. Bill earned his bachelor's degree from California State University at Long Beach and his JD from the University of Kansas School of Law specializing in taxation, accounting and estates.
888-251-5525 ext. 145
Vanessa has been with Partners Advantage since March 2011 and was appointed to the position of PST Specialist for the Platinum Division in August 2014. In this role, Vanessa works with the Platinum Service Team to help grow the Platinum Division while maintaining the level of excellence and service our Platinum shops have become accustomed to receiving. With more than 10 years experience working at independent marketing organizations, she has learned and excelled in the areas of case management and marketing liaison. A common thread between each role has been Vanessa’s dedication to the client.
Contracting & Licensing Support
888-251-5525 ext. 125
888-251-5525 ext. 176
Fax (951) 977-2707
888-251-5525 ext. 348
New Business Support
888-251-5525 ext. 123
Mari started at Partners Advantage as a receptionist in March of 2006. In November of 2006 she transferred to the New Business Team as a Case Manager and became a Case Manager Specialist in December of 2007. In January of 2008 she moved to the Marketing Department to work as the assistant to the Colton Marketing Team. Currently, she is using the knowledge obtained from cross training in both New Business and Marketing to enhance her ability to provide specialty service to our Platinum Partner Agencies. Her goal is to perform at the highest standards in the industry and achieve spectacular results for our partner agencies who entrust their business to Partners Advantage. Mari believes that personal contact makes a world of difference when working with agents; It gives them a more secure feeling knowing that there is someone they can call to get answers and help solve any issue that may arise. Call her to discuss your next case!
888-251-5525 ext. 129
Yessenia started working at Partners Advantage as an application coder in 2010, she then transitioned into a case manager position for the life team. Jenny Diaz is now a Senior Life Case Manager for the Platinum Partner Team. She looks forward to assisting agencies with their new business needs.
888-251-5525 ext. 364
Lee's extensive financial services career spans 23 years of technical life insurance underwriting and management. Specialized in life insurance mortality assessment, Lee is known for her astute ability to merge the technical attributes of underwriting with the art of modern day medical advancements and interpretation all while protecting the interests of the carrier, firm and the client. Her capacity in both the brokerage carrier and firm distribution channels makes her well versed in the total cycle of life insurance placement, especially for those clients in the wealthy and ultra-affluent markets. Lee's strong relationships with the top one percent of the wealth management firms in the United States demonstrates her ability to address the needs of clients requiring extensive specialized boutique care from start to finish. Certified in EKG interpretation and a dynamic presenter, Lee has trained numerous participants in the financial services industry on field underwriting as well as carrier underwriting with a single signature underwriting carrier capacity approval of $20 million dollars. On the brokerage side, Lee has held the underwriting liaison and advisement responsibility on cases in excess of $100 million dollars. Her prior experience includes Assistant Vice President, National Financial Partners (NFP) in the brokerage market and Assistant Chief Underwriter, AXA Life Company at the carrier level.
888-251-5525 ext. 360
Monica began her career with Partners Advantage in 2009 as an Annuity Marketing Consultant where she effectively helped independent agents grow their book of business. She transitioned to Annuity New Business Case Management where she efficiently managed large caseloads and assisted customers in getting their clients annuities issued quicker. In 2013, she jumped at the opportunity to join the Compliance & Suitability Department where she has successfully taken her previous sales background and applied this skill into helping agents and agencies understand the practical applications of compliance in their business. Monica’s extensive industry experience of over 22 years brings valuable current and relevant knowledge to agency owners and marketers to safely navigate the new age of Compliance and Annuity Suitability world. She Acts as liaison between insurance carriers and agency’s to verify and bring into acceptable parameters annuity suitability cases in order to increase approval ratios. In addition, Monica has her CA Life License.
888-251-5525 ext. 104
Heather began her career with Partners Advantage as a receptionist in March 2012. In July 2012 she transferred to the role of Events & Training Coordinator and was promoted to Executive Marketing Assistant in July 2013. She has been an integral part in planning events such as the Extravaganza of Excellence and various convention trips while also coordinating the Advantage Advanced Coaching Program. Heather has over 7 years of experience as an events specialist and has worked with many organizations all over the country. The Platinum Division is excited to welcome Heather to our team as we look forward to planning our July Platinum Partners Event and upcoming BBT Study Groups.
888-251-5525 ext. 138
Neyra began her career with Partners Advantage in August 2011. In her most recent role of Sr. Commission Specialist, Neyra has been instrumental in the day to day operations of the commissions department and has played an important ongoing role in helping to improve processes not only for her department but across the entire organization. Neyra holds a Bachelor’s Degree in Business Administration with a concentration in Entrepreneurial Management and has multiple years of experience in the Industry. The Platinum Team is excited to have Neyra join our Marketing team as we continue to grow and increase our Marketing efforts.
888-251-5525 ext. 271
888-251-5525 ext. 136
Ron Shah, Vice President, Operations & Technology is driving Partners Advantage to be an industry leader in technology. He and his team keep working alongside with application developers to keep updating our brand new CRM system, Partners HQ, specifically developed for Partners Advantage. He has been in the insurance industry for 4 ½ years. He started with Partners Advantage as the Operations Manager, and his dedication and extensive knowledge of what the insurance industry needs has helped implement processes and improve operations systems. Ron keeps driving Partners Advantage into an innovation road map.
888-251-5525 ext. ext. 214
Jacqueline started with Partners Advantage through the merger with Innovative Marketing Strategies. She has been in the Insurance industry since 2005 and has knowledge of the many aspects in operating an Insurance Marketing Organization. Her experience in all departments will enhance her ability to provide astounding service to all of our Platinum Partner agencies with Operations. Jacque believes that building relationships with carrier contacts and agents is what makes a difference to making our company successful. She looks forward to working with you to help build your business.