Jeffrey Oberg

Jeffrey Oberg Email and Phone Number

Bringing Fee-Based Annuity and Insurance Solutions to RIAs
Jeffrey Oberg's Location
Knoxville, Tennessee, United States, United States
Jeffrey Oberg's Contact Details
About Jeffrey Oberg

Sales and Business Development Professional with Financial Planning experience who successfully drives sales and builds relationships by consulting with individuals and business owners to understand their needs and provide sound advice to maximize their ability to save for retirement. Works closely with all types of clients to identify goals, integrate appropriate strategies and solutions, and closely monitor progress. Implements proactive, innovative networking strategies, and leverages existing relationships to substantially grow book of business.

Jeffrey Oberg's Current Company Details

Bringing Fee-Based Annuity and Insurance Solutions to RIAs
Jeffrey Oberg Work Experience Details
  • Advisors Asset Management, Inc.
    Senior Internal Sales Consultant - Structured Products
    Advisors Asset Management, Inc. Jul 2022 - Jan 2023
    Boca Raton, Florida, United States
    View
  • Advisors Asset Management, Inc.
    Internal Sales Consultant - Structured Products
    Advisors Asset Management, Inc. Aug 2020 - Jul 2022
    Boca Raton, Florida, United States
    View
  • Incapital
    Internal Wholesaler
    Incapital Apr 2019 - Aug 2020
    Boca Raton, Florida
    View
  • Aig
    Internal Wholesaler
    Aig Jan 2018 - Apr 2019
    Brentwood, Tennessee
    View
  • Citizens Investment Services
    Financial Consultant
    Citizens Investment Services Dec 2016 - Jan 2018
    Brighton, Massachusetts
    View
  • Ohio National Financial Services
    Internal Wholesaler -- 401(K)S & 403(B)S
    Ohio National Financial Services Jan 2016 - Dec 2016
    Cincinnati Area, Ky
    View
  • Girard Financial Group, Llc
    Financial Consultant
    Girard Financial Group, Llc Dec 2014 - Dec 2015
    Millbury, Ma
    View
  • Nylife Securities Llc
    Financial Services Professional
    Nylife Securities Llc Nov 2013 - Dec 2014
    Greater Boston Area

Jeffrey Oberg Skills

Insurance Management Leadership Marketing Strategy Time Management Crm Finance Small Business Strategic Planning Financial Services Retirement Planning Thought Leadership Public Relations Investments Life Insurance 401k Rollovers Annuity Sales Business Strategy Asset Protection Estate Planning Gifting Strategies Key Person Protection Legacies Licensed Life Insurance Agent Multi Generational Planning Multi Generational Wealth Transfer Protection Planning/family Security Succession Planning Wealth Preservation Planning Sales Marketing Multi Tasking Skills Licensed In Long Term Care Insurance Wealth Management Wealth Preservation 401 Retirement Savings Plans Qualified Retirement Plans Series 6 63 Licenses Income For Life Hold Series 7 Series 65 Registered Investment Advisor

Jeffrey Oberg Education Details

Frequently Asked Questions about Jeffrey Oberg

What is Jeffrey Oberg's role at the current company?

Jeffrey Oberg's current role is Bringing Fee-Based Annuity and Insurance Solutions to RIAs.

What is Jeffrey Oberg's email address?

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What is Jeffrey Oberg's direct phone number?

Jeffrey Oberg's direct phone number is +150832*****

What schools did Jeffrey Oberg attend?

Jeffrey Oberg attended University Of Cincinnati, University Of Tennessee, Knoxville, Lenoir-Rhyne University.

What are some of Jeffrey Oberg's interests?

Jeffrey Oberg has interest in Children, Economic Empowerment, Politics, Education, Environment, Animal Welfare.

What skills is Jeffrey Oberg known for?

Jeffrey Oberg has skills like Insurance, Management, Leadership, Marketing Strategy, Time Management, Crm, Finance, Small Business, Strategic Planning, Financial Services, Retirement Planning, Thought Leadership.

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