Sal Sutera

Key Account Manager at Forethought Financial Group, Inc.
  • Claim this Profile
Contact Information
us****@****om
(386) 825-5501
Location
Windsor, Connecticut, United States, US

Topline Score

Topline score feature will be out soon.

Bio

Generated by
Topline AI

5.0

/5.0
/ Based on 2 ratings
  • (2)
  • (0)
  • (0)
  • (0)
  • (0)

Filter reviews by:

LinkedIn User

Sal's been a great business partner. He's got a very good handle on the business, which has made him an excellent key account manager and liason between the different businesses. I've appreciated working with Sal on a number of different projects. His follow-up is always timely and his relational skills are outstanding. I look forward to having the opportunity to work with Sal again in the future.

Mary Heimlich

I had the pleasure to work with Sal for several years at The Hartford. Sal is excellent to work with because he is always pleasant and positive. He understands his business and is able to balance clients' expectations with what is realistic.

You need to have a working account to view this content.
You need to have a working account to view this content.

Experience

    • United States
    • Insurance
    • 100 - 200 Employee
    • Key Account Manager
      • Jan 2013 - Present

    • Key Account Manager
      • Jan 2003 - Present

      Develop and strengthen operational relationships with The Hartford's largest premier Annuity firms, Hartford Life Distributors and internal business units. Work independently resolving complex service issues. Maintain and utilize strong understanding of business and organizational knowledge to respond to internal and external customers. Managed assigned projects and initiatives to implement services and new programs while considering costs, timelines and sales impacts. Establish and implement strong relationships with internal departments to strategically support Broker Dealer operational goals. Key contributor to a team that has won the OMR (Operational Managers Roundtable) for 11 consecutive years. Identify and communicate to Management any staff training needs and opportunities. Conduct Broker Dealer site visits, prepare site visit reports, identify action items and communicate throughout the business units of Hartford Life. Develop and maintain annual Operational Business Plans for each Broker Dealer firm. Support and contribute to The Hartford strategic business goals. Series 6 licensed. Show less

    • United States
    • Financial Services
    • 700 & Above Employee
    • Key Account Manager
      • Oct 1994 - Dec 2012

      Develop and strengthen operational relationships with The Hartford’s largest premier Annuity firms. Series 6 licensed.

    • Key Account Operations
      • Jan 1994 - Dec 2012

    • Business Consultant
      • 1994 - Dec 2012

      Direct supervision and oversight of 12 staff members for Wholesale Support Teams.Manage wholesale Key Account relationships

    • Account Management/Business Partner Services
      • Jan 1999 - Jan 2003

      Direct supervision and oversight of 12 staff members for Wholesale Support Teams.Manage wholesale Key Account relationship while supporting Woodbury Financial Services.Manage and resolve all escalated Key Account issues. Coordinate implementation strategy for all communication pertaining to wholesale support group. Core member for the successful development and implementation of the Sub Account transfer policy.Develop and implement report controls to effectively administer and manage Sub Account transfer policy for Putnam and Hartford.Business area Lead for Fund Exchanges on the Internet ProjectCoordinate all training initiatives for Putnam relationship.Submission of over 500 tracker requests to ITS for system enhancements and report tracking since 1997.Key contact for complex business and legal issues pertaining to Sub Account transfers, Market Timing inquiries and litigations. Show less

    • Wholesale Support Services Business Analyst II
      • Jan 1997 - Jan 1999

    • Business Analyst I
      • Jan 1994 - Jan 1997

    • United States
    • Financial Services
    • 700 & Above Employee
    • Financial Advisor
      • Jan 1991 - Jul 1994

Education

  • Central Connecticut State University
    B.S. Finance, Finance
    1995 - 1999
  • Central Connecticut State University
    BS, Finance

Community

You need to have a working account to view this content. Click here to join now