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Jessica Jones

Unit Field Trainer - Insurance Sales Representative, Bankers Life and Casualty Company
Financial Advisor, Bankers Life Securities, Inc. and Bankers Life Advisory Services, Inc.
Direct Phone:
(980) 245-5242(980) 245-5242
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Jessica JonesFinancial Advisor, Bankers Life Securities, Inc. and Bankers Life Advisory Services, Inc., Charlotte, NC

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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
Jessica.Jones@bankerslife.com
Branch Info
10706 Sikes Pl
Ste 300
Charlotte, NC 28277
US
Hours
Day of the WeekHours
MondayOpen 24 Hours
TuesdayOpen 24 Hours
WednesdayOpen 24 Hours
ThursdayOpen 24 Hours
FridayOpen 24 Hours
SaturdayClosed
SundayClosed
Open Anytime by Appoinment

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.

  • Bankers Life Logo
  • Colonial Penn Logo
  • Washington National Logo

FORGET ME NOT DAYS

At Bankers Life, our insurance agents and associates witness firsthand the impact that Alzheimer’s and dementia have on our customers, their families and their caregivers. That’s why we established Bankers Life Forget Me Not Days®, our nationwide fundraising campaign to benefit the Alzheimer’s Association®. This June marks the 22nd anniversary of the campaign. Since 2003, we’ve helped raise nearly $7.5 million for the Alzheimer’s Association through the Forget Me Not Days campaign and corporate donations.

Explore Medicare Advantage

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.


Products & Services Offered in Charlotte, NC

  • Life Insurance

    Find out how life insurance can help protect the financial security of you and your family.
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  • Medicare Supplement Insurance

    Learn how Medicare supplement insurance can help cover out-of-pocket costs that Medicare may not cover.
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  • 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.
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  • Annuities

    Learn how an annuity can help protect and grow your retirement savings.
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  • 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.
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  • Advisory Services

    As an Investment Advisor through Bankers Life Advisory Services, Inc., I offer fee-based investment management using third-party model portfolios.
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Reviews

Reviews for Jessica Jones

5.0
Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
(27 Reviews)
  • 5.0 out of 5.0
    Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
    Jessica 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.
  • 5.0 out of 5.0
    Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
    Very 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.
  • 5.0 out of 5.0
    Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
    Jessica 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.
  • 5.0 out of 5.0
    Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
    Jessica 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.
  • 5.0 out of 5.0
    Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
    Jessica is very easy to talk to. She makes any process so simple. She went way beyond the normal in assisting us making sure we understood our alternatives.
  • 5.0 out of 5.0
    Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
    Jessica was very knowledgeable and helpful. If she was not 100% sure of the answer, she promised to research and get back to me. Jessica is very good at asking the right questions which in turn reminded me of things I needed to ask about.
    Thank you Jessica for all your help.
  • 5.0 out of 5.0
    Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
    Jessica is very knowledgeable and helpful.
  • 5.0 out of 5.0
    Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
    Jessica has been very helpful and informative on the entire Medicare process. She has explained all the sections within the program and answered all my questions. Jessica has provided information I wasn't aware of existed and she is a professional in her field. Bankers Life is very fortunate to have such an individual working for you! I have asked Jessica to help a friend in Connecticut that is turning 65 in March, 2024. She provided an Agent, who contacted him and he is now signed up.
  • 5.0 out of 5.0
    Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
    Jessica did a very good job of taking the time to explain health insurance options available to us. She is on time for appointment and doesn't rush through anything when explaining information that can be confusing at times.
  • 5.0 out of 5.0
    Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
    Jessica has gone above and beyond to help me meet my financial goals.
  • 5.0 out of 5.0
    Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
    Very knowledgeable and straightforward. Very helpful with knowing the answers to all of our questions and concerns. Very good person to have pn your side to guide you through this stage in your life
    Give her a csll.
  • 5.0 out of 5.0
    Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
    Great customer service was willing to do or work with you in order to make things happen great personality.
  • 5.0 out of 5.0
    Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
    Jessica has been a tremendous help in filing a claim during such a difficult time of loss. She has answered many questions, she has helped in many ways, while remaining available and professional. She has shown compassion and kindness, for which, our family is grateful.
    Jessica is a valuable asset to your company, and is greatly appreciated by our family.
    Thank you Jessica.
  • 5.0 out of 5.0
    Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
    Jessica takes the time to listen, explain and research all the options available to me. I greatly appreciate that kind of dedication and service.
  • 5.0 out of 5.0
    Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
    Jessica is absolutely phenomenal. I love working with her. She’s always quick to answer any of my questions. She is truly a great person inside and out. Would not want to work with anyone else but her.
  • 5.0 out of 5.0
    Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
    Jessica a wonderful lady full of personality. She is very knowledgeable in your line of work. She insurers any questions or concerns you may have are addressed and answered.

    Jessica is guiding me through the process of applying for Medicare supplemental insurance. I felt so much better after her visit about the process and how she will work with me to make sure everything is taken care of.

    If you are looking for any help, I highly recommend giving Jessica a call.

    Thank You Jessica.
  • 5.0 out of 5.0
    Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
    Great field customer service. Knowledgeable. Personable. Answered all my questions. Enjoyed our conversation.
  • 5.0 out of 5.0
    Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
    Jessica is so knowledgable about the different plans and always puts us on the right plan for our needs. She is a true blessing to us. Look forward to working with her for many years to come.
  • 5.0 out of 5.0
    Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
    Jessica was very helpful and let us know about a program for veterans that we didn’t know about. I was also able to get more life insurance. While she was here she also helped my sister with here Medicare for next year. She explained the options really well. She is very sweet and very knowledgeable.
  • 5.0 out of 5.0
    Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
    Jessica is GREAT!! I always get my questions answered, and she is VERY knowledgeable~!!
Displaying reviews 1 - 1 out of the 20 most recent

FAQs

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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?

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