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Deals & People January 27, 2015
Guardian Designates National Sales Manager
Jim Lake, previously national sales manager of individual annuities, has been promoted to national sales manager of Guardian Retirement Solutions.
Reported by PLANADVISER staff
Lake’s role, which was effective January 1, will expand to include all aspects of the firm’s retirement plans distribution.
In addition to overseeing annuity distribution, Lake also assumes responsibility for the retirement plans wholesaling team, the retirement plans sales desk, and 401(k) key account management.
With more than 20 years of financial sales experience, Lake brings industry knowledge and strong client relationships to his new role, according to Michael B. Cefole, senior vice president of Guardian Retirement Solutions. Lake will continue to report to Cefole.
Bringing these teams together under the same leadership reinforces Guardian’s focus on expanding the availability of retirement savings and income options, and helping customers to and through retirement, the firm said in a statement.
Lake holds a bachelor’s degree in communications from St. Thomas University in Miami. He also holds the certified annuities specialist (CAS) and retirement income certified professional (RICP) financial designations.