Jeff Bottaro
Head of Sales @Charter Oak Financial
Wethersfield, CT, US
EMAILS
j•••••••@charteroakfinancial.com
MOBILE NUMBERS
+18•••••••06
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WORK HISTORY
Nov 2021 — Present
Head of Sales @Charter Oak Financial
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Partner with financial advisors to develop financial planning and life insurance opportunities\\\\n\\\\n-Lead a team of Insurance and Investment specialist towards firmwide growth initiatives.\\\\n\\\\n-Proactivity wholesale advisor field force, specializing in Life Insurance case planning and advanced sales.\\\\n\\\\n-Manage the Charter Oak Design Center which offers financial planning guidance and product support to advisors.
SKILLS
MarketingSales PresentationsRetirementCustomer ServiceAccount ManagementLife InsuranceRelationship DevelopementSales OperationsNew Business DevelopmentRetirement PlanningInsuranceSalesFinancial ServicesTerm Life Insurance
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