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Jessica Smith

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:
(615) 490-7155(615) 490-7155
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Jessica SmithFinancial Advisor, Bankers Life Securities, Inc. and Bankers Life Advisory Services, Inc., Brentwood, TN

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Meet Jessica Smith
Personal Business Philosophy
Engaging with clients to help organize and build on their financial goals as they plan and near retirement. Being a trusted partner and advocate through focusing on client needs and their priorities.
licensed in
AZ, GA, MO, TN
professional background
Joined Bankers Life in 2009Became a Financial Representative in 2014Began work in the Insurance Industry in 2009Education: RDA - Mauryco TN
designations received
Company Recognitions: President's Honor Circle, President's Honor Circle Elite, Top 25 2016 and 2017Insurance Designations: Certified Long Term Care, Million Dollar Round Table
personal background
Family: My husband, Roman and four daughters Cloie, Aleia, Avinn and PiperCommunity Involvement: Pug Rescue Organization, CHES member

Jessica Smith, Bankers Life Agent and Bankers Life Securities Financial Representative in Brentwood, TN

9:00 AM - 5:00 PM 9:00 AM - 5:00 PM 9:00 AM - 5:00 PM 9:00 AM - 5:00 PM 9:00 AM - 5:00 PMClosed Today Closed Today
Contact Me
Office Phone:
(615) 507-1955(615) 507-1955
Direct Phone:
(615) 490-7155(615) 490-7155
Cell Phone:
(931) 334-1954(931) 334-1954
jessica.smith@bankerslife.com
Branch Info
1600 Westgate Cir
Ste 225 & 250
Brentwood, TN 37027
US
Hours
Day of the WeekHours
Monday9:00 AM - 5:00 PM
Tuesday9:00 AM - 5:00 PM
Wednesday9:00 AM - 5:00 PM
Thursday9:00 AM - 5:00 PM
Friday9:00 AM - 5:00 PM
SaturdayClosed
SundayClosed

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

Awarded as a 2024 Top Women Financial Advisor at Bankers Life

Recognized for excellence in retirement and financial planning solutions that help clients reach their goals.
  • Retirement income
  • Healthcare expenses
  • Investment strategies
  • Legacy giving
*The Top Women Financial Advisors program is a Bankers Life internal incentive awarded to top performing women financial advisors based certain defined criteria.

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 Brentwood, TN

  • 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 Smith

5.0
Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
(7 Reviews)
  • 5.0 out of 5.0
    Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
    Great customer service. Goes above and beyond to help you understand. She treats you like family.
  • 5.0 out of 5.0
    Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
    We have been working together now for 6 years. Very pleasant and knowledgeable to work with.
  • 5.0 out of 5.0
    Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
    Jessica does a great job answering and clarifying questions that I have. She's a very pleasant and professional person.
  • 5.0 out of 5.0
    Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
    Great customer service. Always responds to my needs. Pleasure to work with.
  • 5.0 out of 5.0
    Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
    Jessica is sharp, personable and so very helpful while being very professional. I’m so glad to have found her to help me after my husband’s death. I did not have a clue about where to start taking care of our personal business. She made it so easy.
  • 5.0 out of 5.0
    Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
    Jessica is extremely helpful and ready at any time to answer any questions I may have or help me with completing documents. I consider

    Jessica not just my Bankers Life agent but also a friend. I know I can trust her advice which means the world to me.
  • 5.0 out of 5.0
    Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
    They were very informative and kind.
Displaying reviews 1 - 1 out of the 7 most recent

FAQs

Insights From Jessica
Featured Videos
Life insurance that pays benefits while you’re living? Beyond just covering funeral expenses, certain Bankers Life policies offer living benefits...
Life insurance that pays benefits while you’re living?
Beyond just covering funeral expenses, certain Bankers Life policies offer living benefits, which can be used to help replace lost income or other needs.
Life insurance that pays benefits while you’re living? Beyond just covering funeral expenses, certain Bankers Life policies offer living benefits, which can be used to help replace lost income or other needs.
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.
Featured Videos
Bankers Life and Casualty Company clients Rick and Jan Tshudy of Palmyra, Pennsylvania share their story about choosing critical illness insurance.
Bankers Life and Casualty Company clients Rick and Jan Tshudy of Palmyra, Pennsylvania share their story about choosing critical illness insurance.

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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