Jordan Smith
Login to view DISC.Jordan Smith is the Director of Financial Education at Sapers & Wallack, Inc. , where he designs and delivers financial wellness programs for employees. With a background as a Retirement Consultant and Financial Advisor at firms like John Hancock, he has a proven track record of exceeding sales goals.
Beyond his primary role, Jordan is passionate about mentorship and demystifying complex financial topics. He has coached collegiate sales teams and actively shares his perspective on topics ranging from real estate investing to the long-term value of a college degree, aiming to make finance more accessible.
Unique fact: Jordan won first place and the "Most Creative Award" in the Northeast Intercollegiate Sales Competition for his one-minute e-pitch.
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DISC behavioral profile
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