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Charles Potts
Insurance And Investment Advisor Repr... at Massmutual Financial Group
Seasoned insurance and financial professional with over 31 years of experience.
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Location
Oklahoma City, Oklahoma, United State...
Skills
- Retirement
- Fixed Annuities
- Life Insurance
- Insurance
- Disability Insurance
- Show all
Bio
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Topline AI
Charles Potts is a seasoned insurance and financial professional with over 31 years of experience in the industry. He has held various roles, including Insurance and Investment Advisor Representative at MassMutual Financial Group and Brokerage Director for the Connecticut Mutual Life Insurance Co. He is a licensed insurance agent, Registered Representative, and Registered Investment Advisor, with expertise in retirement planning, fixed annuities, life insurance, and financial services.
He has also served as a Director of Training and FINRA Agency Supervisory Officer for the Connecticut Mutual Life Insurance Co. and has received several awards for his dedication to the industry, including the Bob Lewallen Award.
Charles has a strong educational background, having attended the University of Tulsa and the University of Oklahoma.
Experience
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Insurance And Investment Advisor Representative
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MassMutual Financial Group
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Oklahoma City, Oklahoma, United States
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Insurance and Investment Advisor Representative
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Nov 1992 - Present
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Oklahoma City, Oklahoma, United States
11212 N. May Avenue, Suite 410Oklahoma City, OK [email protected]
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Various Insurance and Securities Industry Roles
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May 1968 - Oct 1992
Entered the life insurance industry with State Mutual Life Assurance Co. of America as an agent, where he led the Oklahoma City Agency in Life Insurance volume for 1969 and in Health insurance premium for 1970 and 1971. In 1972, his production earned him membership in the company’s President’s Cl...
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Education
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1962 - 1964The University of Tulsa
Suggested Services
This profile is unclaimed. These are suggested service rates with 0% commision upon successful connection
Industry Focus. “Insurance and Financial Services”
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