You have many choices when it comes to Medicare – I can help you compare Medicare Advantage plans to find the right coverage for you. * Medicare Advantage (Part C) is an all\-in\-one alternative to Original Medicare Parts A and B. * It offers similar coverage, and with the optional benefit of prescription drug coverage (Part D). * Medicare Advantage Plans include an annual maximum out of pocket limit, and some plans offer premiums as low as $0 per month.
Jessica Jones
Financial Advisor, Bankers Life Securities, Inc. and Bankers Life Advisory Services, Inc.
Field Manager - Insurance Sales Representative - Bankers Life and Casualty Company
Direct Phone:
(980) 245-5242(980) 245-5242
Jessica JonesFinancial Advisor, Bankers Life Securities, Inc. and Bankers Life Advisory Services, Inc., Charlotte, NC
I want to learn about...
Request An Appointment
I want to learn about...
Meet Jessica Jones
Personal Business Philosophy
Building strong relationships by assisting clients in achieving financial goals while educating and providing solutions for retirement.
licensed in
MO, NC, OR, SC, TX, VA
professional background
Joined Bankers Life in 2016Became a Financial Representative in 2022Began work in the Insurance Industry in 2016Education: I was a student-athlete at University of North Carolina at Greensboro and graduated with a BS in Marketing.
designations received
Company Recognitions: Greensboro Field Trainer of the Year 2018, Greensboro Unit Sales Supervisor of the Year 2019, Greensboro Unit Supervisor of the Year in 2020Financial Representative Designations: General Investment Representative: Series 7, Combined Uniform and State Registrations Exam: Series 66
personal background
Family: I was born in Houston, Texas. I have a wonderful husband, Neil Jones. We have four awesome pets- Odin, Princess Leia, Bear, and Mulligan.Community Involvement: Mentor for our Womens Leadership National Committee, Committee member of "Making Strides Against Breast Cancer", Alzheimer's Association, Meals on Wheels
Jessica Jones, Bankers Life Agent and Bankers Life Securities Financial Representative in Charlotte, NC
Open 24 Hours Open 24 Hours Open 24 Hours Open 24 Hours Open 24 HoursClosed Today Closed Today
Contact Me
Office Phone:
(704) 541-9592(704) 541-9592
Direct Phone:
(980) 245-5242(980) 245-5242
Cell Phone:
(336) 337-5971(336) 337-5971
Branch Info
10706 Sikes Pl
Ste 300
Charlotte, NC 28277
US
Hours
Day of the Week | Hours |
---|---|
Monday | Open 24 Hours |
Tuesday | Open 24 Hours |
Wednesday | Open 24 Hours |
Thursday | Open 24 Hours |
Friday | Open 24 Hours |
Saturday | Closed |
Sunday | Closed |
Open Anytime by Appoinment
Request An Appointment
Our Brands and Partners
Our agents provide an expansive suite of insurance options, including core products offered by Bankers Life and Casualty Company, Colonial Penn Life Insurance Company and Washington National Insurance Company.
Explore Medicare Advantage
Products & Services Offered in Charlotte, NC
- Explore
Life Insurance
Find out how life insurance can help protect the financial security of you and your family. - Explore
Medicare Supplement Insurance
Learn how Medicare supplement insurance can help cover out-of-pocket costs that Medicare may not cover. - Explore
Long-term Care Insurance
Find out how long-term care insurance can help provide financial security in the event of an unexpected long-term illness. - Explore
Annuities
Learn how an annuity can help protect and grow your retirement savings. - Explore
Brokerage Services
As a Financial Representative through Bankers Life Securities, Inc., I provide investment options including variable annuities, mutual funds, and equity and fixed income securities. - Explore
Advisory Services
As an Investment Advisor through Bankers Life Advisory Services, Inc., I offer fee-based investment management using third-party model portfolios.
Reviews
Reviews for Jessica Jones
5.0
Rating 5.0
(43 Reviews)- November 13, 20245.0 out of 5.0Rating 5.0She is the best agent that I have ever had. Terry also has helping him. She’s been helping me for 10 years so I send her to my friends, they have liked her also. She knows it all, especially if you have questions she has the answers for you.
- November 4, 20245.0 out of 5.0Rating 5.0Provided information and advice relevant to current and future plans
- October 15, 20245.0 out of 5.0Rating 5.0Jessica has been awesome to work with, she always has the best attitude and always out for the client.
- September 19, 20245.0 out of 5.0Rating 5.0Jessica and Ian came to my house and signed me and my wife up for Medicare. She is very knowledgeable in the fields she in. She is very friendly and explained everything to us where we could understand it. I highly recommend her to anyone looking for Medicare and financial advice.
- September 11, 20245.0 out of 5.0Rating 5.0Jessica is awesome. She is very knowledgeable and knows her stuff. She is easy to work with and very pleasant. I know that if I have a question that she will respond immediately. She has always been there to take care of my insurance needs as well as my family and I highly recommend Jessica to anyone.
- June 7, 20245.0 out of 5.0Rating 5.0Always replies to texts and phone messages in a timely manner. Jessica is also very knowledgeable and willing to help when she can.
- June 5, 20245.0 out of 5.0Rating 5.0Jessica is absolutely the best Life Insurance agent I have had the pleasure to work with.
I really appreciate her suggestions and explanations on the coverage I have.
I would recommend Banker's life based on
my experience with Jessica - June 5, 20245.0 out of 5.0Rating 5.0Excellent service
- June 5, 20245.0 out of 5.0Rating 5.0Jessica has always provided assistance and resolved any questions or issues I have had. Jessica is extremely professional and friendly. She has even provided services for a friend in a different State. I would highly recommend her to anyone of my friends.
- June 5, 20245.0 out of 5.0Rating 5.0Jessica has to be the greatest rep we have had in all the years we have been with Bankers Life. She takes care of any questions or concerns that we might have. And always with a smile!😊
- June 4, 20245.0 out of 5.0Rating 5.0Was great at helping me with my needs. Very knowledgeable and sincere.
- June 4, 20245.0 out of 5.0Rating 5.0Jessica , has been outstanding to work with. Very informative, very knowledgeable, very pleasant, helpful in every aspect for the services and has gone over and above to help us with our retirement plans. Thank You Jessica for your support !
- June 4, 20245.0 out of 5.0Rating 5.0We did not know anything about Medicare supplements, but Jessica has really helped us out. She is very knowledgeable and very nice. She takes all the time you need and explains it all to us so we understand. She has also helped with other insurance needs.
- June 4, 20245.0 out of 5.0Rating 5.0Very professional. Very understanding. Help me complete all of my needs in my retirement. And an estate issue. 👍👍
- June 4, 20245.0 out of 5.0Rating 5.0Jessica came to our home to discuss our retirement options regarding Medicare. She explained each of the options and made sure we understood. Just having her here was very appreciated. She was able to show us each of the options in detail. She has a very special talent at putting you at ease and made us feel no question was too crazy. We will recommend her to anyone needing financial and/or Medicare information.
- June 4, 20245.0 out of 5.0Rating 5.0Very knowledgeable.
Good people skills. - April 9, 20245.0 out of 5.0Rating 5.0Jessica is attentive, knowledgeable, personable and most importantly, kind. She has always treated me with the utmost respect and is available to answer any questions or concerns. Consider yourself lucky if she’s your agent. Highly recommend.
- April 9, 20245.0 out of 5.0Rating 5.0Very Professional, took the time to explain everything to me in a way that I easily understood. Was very responsive to my questions all the time.
- March 9, 20245.0 out of 5.0Rating 5.0Jessica came highly recommended by a co-worker and has been great to work with. She responded quickly when I contacted her and was able to answer all of my questions.
- January 31, 20245.0 out of 5.0Rating 5.0Jessica is very knowledgeable in this industry and helped save us money for Medicare. I would highly recommend her for anyone turning 65 and going on Medicare.
Displaying reviews 1 - 1 out of the 20 most recent
FAQs
Insights From Jessica
Featured Videos
Find out how Bankers Life long-term care insurance can offer you or a loved one the flexibility and independence you deserve.
Find out how Bankers Life long-term care insurance can offer you or a loved one the flexibility and independence you deserve.
Featured Videos
Featured Videos
Universal life insurance can play a vital role in your retirement strategy. It provides long-term, permanent life insurance coverage plus more!
Universal life insurance can play a vital role in your retirement strategy. It provides long-term, permanent life insurance coverage plus more!
Featured Videos
Find out how life insurance can be an important aspect of retirement planning. Learn about the different types of life insurance and why life insu...
Find out how life insurance can be an important aspect of retirement planning. Learn about the different types of life insurance and why life insurance is important for everyone, no matter their age.
Find out how life insurance can be an important aspect of retirement planning. Learn about the different types of life insurance and why life insurance is important for everyone, no matter their age.
Let's Talk About Your Plans for Long-Term Care!
As people live longer and health care expenses continue to rise, the need for long-term care becomes more of a "when" than an "if" situation. That's why it's so important to be prepared and have discussions with your loved ones. Ready to start planning your next steps?
Act Now For Your Free No-Obligation Quote