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Charter Oak Insurance and Financial Services, one of Mass Mutual Insurance Company's oldest, most respected agencies. under the leadership of Managing Brokerage Director Tom Kaye, has announced the creation of a new SMARTS unit. This unique team is dedicated to helping financial advisors build better client relationships, get more referrals, and discover new lead sources .SMARTS, which stands for Special Marketing, Agent Retention, and Training Solutions addresses problems that many financial services professionals face on an ongoing basis, including not receiving enough focused product training, lack of follow-up, and poor marketing support.
Veteran broker, trainer, and recruiter Michael J. Travers is at the helm of this initiative designed to help brokers and agents make more money with Mass Mutual's forward-thinking and innovative products.
Travers says that he and his staff of top-notch talent, including long time Executive Administrator Brenda Sullivan, will do whatever it takes to help elite agents and brokers make the kind of money they deserve and attract the types of clients with whom they want to do business.
"Our goal is to design unique, efficient tools that top agents can implement quickly in order to increase their productivity and make more money. Along with this, we want to craft best practices for producers using Mass Mutual's newest financial products. I believe that by partnering with us, any experienced agent can make more money while doing the very best job for his or her clients," says Travers.
Charter Oak selected Travers because of his years of experience in the industry as well as his genuine desire to help agents achieve their financial goals. A graduate of the prestigious Bentley College of Accounting and Finance, Michael Travers brings a wealth of product knowledge, the ability to craft unique and creative blueprints for clients, thoroughness and professionalism.
As students of insurance industry trends and technology developments, Michael and his team are keenly aware of the need of agents and brokers to stay in the loop with all the many things affecting their industry. They also know that consistent and effective marketing is crucial to survival in the ever-competitive financial services industry.
"Agents with SMARTS on their side will have a decisive advantage. They will gain access to some incredible product and marketing training and they'll have a team of professionals assisting them with whatever they need to succeed., " states Travers.
Travers says SMARTS is a service offered only to those who are actively appointed to sell Mass Mutual products or newly-appointed independent producers who make a commitment to sell those products at pre-determined thresholds.
"This is an exciting opportunity for agents to thrive in the 21st century and to build lasting legacies for their families. I am proud to be associated with Tom Kaye and Charter Oak Financial. I look forward to us growing together and creating more opportunities for our valued agents and brokers." Michael says. Interested parties can contact Michael directly at 508-889-4978 or email inquiries to Brenda Sullivan @ bsullivan@massmutualbrokerage.com.
Contact Info:
Name: Michael J. Travers
Email: Send Email
Organization: Charter Oak Insurance and Financial
Address: 296 N. Main Street, East Longmeadow, MA 01028
Phone: 978-728-4780
Website: https://www.charteroakfinancial.com
Release ID: 246191
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