AeroLeads people directory · profile
Jeff Tulloch Email & Phone Number
Managing Principal
at
Financial Wellness Consulting, LLC
1 work email found
@metlife.com
LinkedIn matched
✓ Verified August 2026
4 data sources
Profile completeness 100%
Current company
Role
Managing Principal
Location
Park City, Utah, United States
Who is Jeff Tulloch? Overview
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Quick answer
Jeff Tulloch is listed as Managing Principal at Financial Wellness Consulting, LLC, based in Park City, Utah, United States. AeroLeads shows a work email signal at metlife.com and a matched LinkedIn profile for Jeff Tulloch.
Jeff Tulloch previously worked as Advisory Board Member at Optimity and Vice President, Broker Relationships at Metlife. Jeff Tulloch holds Bachelor Of Science (B.S.), Business/Finance from University Of Vermont.
Company email context
Email format at Financial Wellness Consulting, LLC
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{first_initial}{last}@metlife.com
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Profile bio
About Jeff Tulloch
As a financial wellness consultant, I leverage my business development expertise, financial wellness knowledge and industry relationships to assist the likes of employee benefits companies, financial advisory firms, financial wellness platforms/vendors, brokers/consultants, corporations and non-profits.Prior to forming Financial Wellness Consulting, LLC, I spent a significant amount of my career helping to develop a market-leading financial wellness program, and then leading a team of individuals to scale the program significantly. This financial wellness program has been adopted by thousands of companies, including approximately 40% of the Fortune 500, and has assisted millions of employees with their financial needs. In another role, I managed relationships with the largest Brokers/Consultants, gaining significant employee benefits knowledge and forging deep and broad relationships. FINANCIAL WELLNESS: Deliver high-value and scalable programs by combining sales experience and market knowledge with team building, leadership and motivational strengths.EMPLOYEE BENEFITS: Draw on in-depth expertise to identify market gaps and opportunities, leveraging insight to construct data-backed business models and build foundation for viable market expansion.PROGRAM MANAGEMENT: Envision value-add programs and own strategy from conception through execution, gaining buy-in across teams, promoting sense of urgency and achieving industry-leading results.PARTNERSHIP BUILDING: Negotiate terms that outperform business targets, solidifying long-term internal and external alliances and industry-wide relationships.TEAM DEVELOPMENT: Form highly skilled, cross-functional teams, selecting, mentoring and coaching top talent to facilitate business goal achievement and individual career growth while fostering continuous improvement mindset.CULTURE LEADERSHIP: Cultivate environments that encouraged diversity, inclusion and collaboration, establishing loyal following by making the right decisions while developing people.
Listed skills include Leadership, Employee Benefits, Strategy, Disability Insurance, and 15 others.
Current workplace
Jeff Tulloch's current company
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Financial Wellness Consulting, Llc
Website
AeroLeads page
8 roles · 38 years
Jeff Tulloch work experience
A career timeline built from the work history available for this profile.
Advisory Board Member
Managing Principal
Financial Wellness Consulting, LLC (FWC) has deep and broad experience developing financial wellness programs that help individuals become more secure in their financial matters. Expert advice can be provided to employee benefit companies, financial advisory firms, financial wellness platforms/vendors, brokers/consultants, corporations and non-profits.
Vice President, Broker Relationships
Directed senior leadership relationships with 20 of the largest global and national broker / consultant firms. Led 3 broker relationship managers to develop strategic plans and maximize sales, persistency and earnings results.Strengthened alliances and loyalty by coordinating national tactical plans with each firm’s employee benefits strategies, building partnerships aligned with business targets and broker goals.
2019 - 2021
~2 yrs
Vice President, Plansmart®
Owned MetLife’s financial wellness program (PlanSmart). Led sales, program management and implementation / service team of 80 associates. Developed strategies and applied tactical plans to achieve desired results. Coordinated and partnered with cross-functional business units.Generated global interest across organization due to positive program results, supporting growth internationally, including partnering in Japan with C-level team to introduce profitable program across region.
2012 - 2019
~7 yrs
Vice President / National Sales Director, Individual Distribution Liaison Group
Promoted to lead team to manage initiatives to maximize opportunities between institutional and retail divisions. Partnered across business channels in achieving sales goals.
2007 - 2012
~5 yrs
National Sales Director, Strategic Distribution
Managed relationships between 30 MetLife sales managers and 150 strategic alliance sales representatives. Coordinated across legal, actuarial, financial, underwriting and sales departments as project lead.Introduced business model and launched new division, resulting in excess margin business.PRIOR POSITION HELD:Senior Account Executive, Malvern, PAEstablished new territory to market and sell group life, disability, dental and 401(k) products.
1997 - 2007
~10 yrs
1989 - 1996
~7 yrs
2 education records
Jeff Tulloch education
Bachelor Of Science (B.S.), Business/Finance
University Of Vermont
Education record
Cornwall High School
FAQ
Frequently asked questions about Jeff Tulloch
Quick answers generated from the profile data available on this page.
What company does Jeff Tulloch work for?
Jeff Tulloch works for Financial Wellness Consulting, LLC.
What is Jeff Tulloch's role at Financial Wellness Consulting, LLC?
Jeff Tulloch is listed as Managing Principal at Financial Wellness Consulting, LLC.
What is Jeff Tulloch's email address?
AeroLeads has found 1 work email signal at @metlife.com for Jeff Tulloch at Financial Wellness Consulting, LLC.
Where is Jeff Tulloch based?
Jeff Tulloch is based in Park City, Utah, United States while working with Financial Wellness Consulting, LLC.
What companies has Jeff Tulloch worked for?
Jeff Tulloch has worked for Financial Wellness Consulting, Llc, Optimity, Metlife, and Unum.
How can I contact Jeff Tulloch?
You can use AeroLeads to view verified contact signals for Jeff Tulloch at Financial Wellness Consulting, LLC, including work email, phone, and LinkedIn data when available.
What schools did Jeff Tulloch attend?
Jeff Tulloch holds Bachelor Of Science (B.S.), Business/Finance from University Of Vermont.
What skills is Jeff Tulloch known for?
Jeff Tulloch is listed with skills including Leadership, Employee Benefits, Strategy, Disability Insurance, Management, Sales, Underwriting, and Retirement Planning.
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