Thomas James Jordan
Financial Representative
Region: Western

After attending the University of Texas, I joined the United States Navy as a Nuclear Reactor Operator, serving six years. Although I felt very proud to serve my country, I realized I wanted a more "hands-on" occupation working and helping other people.

The Career: Challenges and Rewards
The greatest challenge of being a financial representative is the frustration of not being able to help more people reach their goals.  I always say, "if everyone knew what we did, they would be lining up at our door."

 

I have always known that I wanted to help people in whatever I did.  However, in my practice as a financial representative I have learned how rewarding a relationship can be with my clients as we work together; helping them reach goals and landmarks is paramount in motivation.

 

I received a thank you card from a father explaining he had never wanted to think about the stuff we talked about.  He didn't want to think about it because he was scared to.   However, once we sat down and went over things, he realized how important it was and became a client.  In his note he tells how he slept better than he has since his eldest daughter was born, knowing he had made the right decision and ensured a secure financial future for his children.

 

And I share his experience. I find the greatest reward is laying my head down at night knowing I helped an individual, family, or business in achieving their goals of financial security.

 

I reach milestones every day.  I reach a milestone when someone takes the initiative to establish an insurance program.  I reach another milestone knowing that I insured a child that one day may be uninsurable.  I am looking forward to reaching more of these milestones throughout my career.

 

Do it! It is the most rewarding thing you can ever do.  Representing such a wonderful company makes me proud to come to the office every morning.

 

The relationships we establish with our clients distinguish us in the financial services industry.  We establish such personal and meaningful relationships with our clients. We find out what our clients are all about and why they are that way.  This allows us to implement innovative solutions to reach these goals.

 

My beautiful wife Jade and I are very involved in the community.  She is a public figure, a news reporter, and really enjoys being a mark within the community. 

 

We are very involved in our church, as well as outdoor activities, especially any type of skiing! 

 

We also enjoy cooking (more of my passion than Jade's) and playing with our only child, our dog Ozzie. 

 

Visit Thomas Jordan's web site to learn more about him, or call him at 509-838-5246.