Pinnacle Financial Services, Inc
Pinnacle Financial Services is a national marketing organization, or FMO, providing insurance products including Medicare, Annuities, Life, and ACA. With agents in every state, Pinnacle is well-positioned to serve agents and their clients' insurance needs. The company is built on a solid foundation of excellent client service and in-depth market knowledge. We are about building a partnership with each and every agent. Whether you are an independent broker working out of your home or a large agency working in multiple states, we want you to join the Pinnacle team. As our partner, your contribution is your selling skills, and ours is superior support. That’s why our motto is YOU’VE GOT THE TALENT. WE’VE GOT THE TOOLS. IT’S ALL ABOUT SHARED SUCCESS. Our tool chest is extensive. We start at the foundation. Our contracting process is an online interview that gathers the necessary data to populate your contracting paperwork for all of the carrier(s) you select. All with just a few mouse clicks! Your information is then securely stored for future use, so you may quickly contract with additional carriers at any time. Never fill out contracting paperwork again! Pinnacle Financial Services was founded by its current president, Kevin Shields, who has served as an executive with some of the largest and most respected insurance companies in the industry. Kevin Shields, along with Executive Vice President Angela Palo, directs a full service and support staff. Our stringent code of ethics places the client's needs above all others and demands uncompromising integrity in every aspect of our business conduct. Through understanding the customers in the market we serve, we are the company of choice for the insurance products and services we offer.
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Verified contacts
82
available on Kipplo
LinkedIn employees
91
51 to 200 range
Open roles
—
no listings
Distinct roles
68
indexed titles
Tech stack
5
tools in use
Monthly traffic
4.9K
organic / mo
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Decision-makers and verified team members
82 contacts with verified email or phone · masked until revealed.
- RM
Rafael Mendoza
Sales Director- at Pinnacle Financial Services, Inc Medicare and Ancillary Plans · Sales & Business Development
EmailPhone - NP
Nick Palo
AVP of Health Sales · Sales & Business Development
EmailPhone - ST
Serena Tippett
Regional Vice President · General Business & Management
EmailPhone - AK
Ashley Kocis
Finance Manager · Finance & Accounting
EmailPhone - BV
Bill Vandergrift
Supervisor · Operations
EmailPhone - CM
Cassidy McKelvey
Licensing Specialist · Operations
EmailPhone - CP
Cynthia Palo
Manager of Operations · Operations
EmailPhone - JS
Jennifer Stonelake
Senior Licensing Specialist · Operations
EmailPhone - AK
Alicia Klinges
Onboarding Specialist · Human Resources
EmailPhone
Showing 9 of 82 verified contacts
Top roles at Pinnacle Financial Services, Inc
68 distinct titles indexed · top 10 shown.
- 6sales director
- 2advisory board member
- 2independent insurance agent
- 2insurance broker
- 2insurance producer
- 2insurance sales
- 2marketing automation & project coordinator
- 2regional sales director
- 2sales director- at pinnacle financial services, inc medicare and ancillary plans
- 1&,
- +58more titles
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