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Jeff Levitan started their work experience in 1990 as a Manager at College Pro Painters, where they worked until 1993. Jeff then joined Federated Insurance as a Representative from 1993 to 1995. In 1995, they became the Executive Chairman at World Financial Group (WFG), a financial services marketing company, and held this role until 2021. In 2013, they became the President of Transformation Financial Inc. Currently, they serve as the Chief Executive Officer at A BETTR Life, starting in 2022.

Jeff Levitan attended Illinois State University from 1988 to 1993. Jeff pursued a Bachelor of Science (B.S.) degree in Finance during their time at the university.