Senior Internal Sales Consultant - Structured Products
Jul 2022 - Jan 2023
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Jeffrey Oberg Email & Phone Number
Bringing Fee-Based Annuity and Insurance Solutions to RIAs
1 work email found
@dplfp.com
2 phones found area 508
LinkedIn matched
✓ Verified Jul 2026
4 data sources
Profile completeness 86%
Role
Bringing Fee-Based Annuity and Insurance Solutions to RIAs
Location
Knoxville, Tennessee, United States
Who is Jeffrey Oberg? Overview
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Quick answer
Jeffrey Oberg is listed as Bringing Fee-Based Annuity and Insurance Solutions to RIAs based in Knoxville, Tennessee, United States. AeroLeads shows a work email signal at dplfp.com, phone signal with area code 508, and a matched LinkedIn profile for Jeffrey Oberg.
Jeffrey Oberg previously worked as Senior Internal Sales Consultant - Structured Products at Advisors Asset Management, Inc. and Internal Sales Consultant - Structured Products at Advisors Asset Management, Inc.. Jeffrey Oberg holds Mba from University Of Cincinnati.
Company email context
Email format at dplfp.com
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{first_initial}{last}@dplfp.com
86% confidence
AeroLeads found 1 current-domain work email signal for Jeffrey Oberg. Compare company email patterns before reaching out.
Profile bio
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.
Listed skills include Insurance, Management, Leadership, Marketing Strategy, and 39 others.
8 roles
Jeffrey Oberg work experience
A career timeline built from the work history available for this profile.
Internal Sales Consultant - Structured Products
Aug 2020 - Jul 2022
Internal Wholesaler
Apr 2019 - Aug 2020
Internal Wholesaler
Jan 2018 - Apr 2019
Financial Consultant
Dec 2016 - Jan 2018
Internal Wholesaler -- 401(K)S & 403(B)S
Jan 2016 - Dec 2016
Financial Consultant
Dec 2014 - Dec 2015
Financial Services Professional
Nylife Securities Llc
Nov 2013 - Dec 2014
3 education records
Jeffrey Oberg education
FAQ
Frequently asked questions about Jeffrey Oberg
Quick answers generated from the profile data available on this page.
What is Jeffrey Oberg's role at their current company?
Jeffrey Oberg is listed as Bringing Fee-Based Annuity and Insurance Solutions to RIAs.
What is Jeffrey Oberg's email address?
AeroLeads has found 1 work email signal at @dplfp.com for Jeffrey Oberg.
What is Jeffrey Oberg's phone number?
AeroLeads has found 2 phone signal(s) with area code 508 for Jeffrey Oberg.
Where is Jeffrey Oberg based?
Jeffrey Oberg is based in Knoxville, Tennessee, United States.
What companies has Jeffrey Oberg worked for?
Jeffrey Oberg has worked for Advisors Asset Management, Inc., Incapital, Aig, Citizens Investment Services, and Ohio National Financial Services.
How can I contact Jeffrey Oberg?
You can use AeroLeads to view verified contact signals for Jeffrey Oberg, including work email, phone, and LinkedIn data when available.
What schools did Jeffrey Oberg attend?
Jeffrey Oberg holds Mba from University Of Cincinnati.
What skills is Jeffrey Oberg known for?
Jeffrey Oberg is listed with skills including Insurance, Management, Leadership, Marketing Strategy, Time Management, Crm, Finance, and Small Business.
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