Victory Capital
Jay Farley has a diverse work experience spanning over several companies and roles. Jay started their career as an Agent at The New England (now New England Financial) in 1988, providing comprehensive insurance, estate, and business continuity planning. Jay then moved on to work as a Regional Director of Life Insurance Sales at UnumProvident from 1997 to 1999. After that, they worked as a Brokerage General Agent at Union Central in 1999, promoting sales in markets outside of Union Central's traditional career general agencies.
From 2000 to 2002, Jay served as a Regional Marketing Director at Hartford Life Insurance, where they aided traditional disability insurance wholesalers in developing awareness and sales of their life insurance product portfolio. Jay then joined The Hartford in 2002 as a Regional Marketing Director, focusing on wholesale distribution of mutual funds, 529 plans, and 401(k) product placement to financial advisors. There, they mentored financial advisors to increase sales and run more efficient practices, resulting in significant sales growth.
In 2013, Jay became the Vice President, Planning Specialist at Mercury Financial Group, where they partnered with financial advisors to facilitate and coordinate the planning process for high-net-worth clients. Following that, they joined Willis Towers Watson in 2014 as a Producer/Consultant in the Human Capital Practice, specializing in healthcare cost containment strategies.
Currently, Jay works at Victory Capital as a Regional Sales Director, a position they have held since 2016. The specific details of their role at Victory Capital are not provided in the given information.
Jay Farley attended the University of Colorado Boulder from 1981 to 1985, where they earned a Bachelor of Arts degree in History. In 1999, they obtained the Chartered Financial Consultant® certification from The American College of Financial Services. Jay also holds additional certifications, including the Chartered Financial Consultant (ChFC) and the Chartered Life Underwriter (CLU), both from The American College. The specific months and years when Jay obtained the ChFC and CLU certifications are not provided.
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Victory Capital
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Victory Capital is a diversified global asset management firm. The Company operates a next-generation business model that combines boutique investment qualities with the benefits of a fully integrated, centralized operating and distribution platform.