Matt Mandich CFP® in

Matt Mandich CFP®

Login to view DISC.
Regional Vice President at Jackson
📍 Boca Raton, Florida, United States

Matt Mandich is a financial professional and Regional Vice President at Jackson, specializing in retirement plans, investments, and estate planning. With a Bachelor of Science from Butler University, his career highlights include significant sales achievements and experience in both analytical and client-facing roles.

Originally from Palm Beach County, Matt continues to live in the area with his wife and son. His professional interests are deeply rooted in helping clients secure their financial futures through comprehensive planning.

While working as a wholesaler at Jackson, he was ranked #1 in sales for the entire channel for a period of three months.

Read the full overview →
Experience
13 Years
Current Role
Regional Vice President
Job Level
Senior
Location
Boca Raton, Florida, United States
Personality Overview

How Matt shows up

Communication Style
Decision Approach
Work Preference

Behavioral traits and communication patterns that shape how this person evaluates opportunities, builds trust, and makes decisions in professional settings.

Login to view personality overview.
Priorities

Topics Matt cares about

Retirement Planning
He is passionate about helping advisors and their clients with retirement needs, covering aspects from accumulation to legacy planning.
Annuity Strategies
His roles at both Jackson and Midland National involve educating advisors on how Fixed and Fixed Index Annuities can meet client needs.
+5 more topics Login to view topics
Career

Work history

9-2023
Regional Vice President
Jackson
6-2021 - 9-2023
Regional Vice President
Midland National Life Insurance Company
8-2015 - 6-2021
Hybrid & Internal Wholesaler
Jackson
1-2014 - 7-2015
Portfolio Analyst
CIBC Private Wealth US
5-2013 - 8-2013
Finance Intern
PPM America, Inc.
In the press

Media appearances

No media yetWe could not find public media appearances for this person.
Education
2009 - 2013
Bachelor of Science - BS
Butler University - Lacy School of Business
2013 - 2013
International Business
University of Westminster
Social presence
in
Behavioral profile

DISC profile (public)

DISC behavioral profile

Dominance, influence, steadiness, and calculativeness scores with guidance on how this person prefers to communicate and decide.

Login to view DISC.

Other Jackson Employees

Explore more public profiles from related professionals.

More profiles

Discover additional public profiles from our index.

Unlock the full playbookSee exactly how to sell to Matt. Free, 10 seconds.