Jeffrey J. Podraza, CLU, ChFC, CLTC

Experience

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  Chubb Life Insurance Company

  Jul 1979 - Feb 1997

  Assistant Vice President

  - Responsible for generating new sales from, as well as recruiting, training, and development of, independent General Agents, Agents, and Brokers in Eastern Pennsylvania and Delaware, as a direct extension of the Field Vice President. (6/95 - 2/97)- Provided overall marketing leadership in the areas of life product design, marketing programs, and support services; responsibilities included initiation and management of new product and marketing initiatives, development of marketing plans, case support and field promotion. (1/93 - 6/95)- Progressed from actuarial student program through a series of positions of greater responsibility, including product development and pricing, state filings and compliance, and national marketing management for Chubb Life’s General Agency Division. Show less

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  M Financial Group

  Feb 1997 - Nov 1998

  Director, Carrier Marketing

  - Responsible for development, implementation, and ongoing management of M Financial’s marketing plans with its life insurance carriers, with additional responsibilities related to carrier relationship management, product development, and evaluation of new marketing opportunities- Initiated and managed rollout of two new carrier relationships- Utilized extensive knowledge of industry products, marketing concepts, and illustration and sales support systems in supporting Member Firms of M Financial in the marketing and promotion of carrier products. Show less

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  Ridge Insurance, Inc.

  Nov 1998 - Aug 2000

  Brokerage Manager

  - Responsible for advanced marketing support and development of brokerage business for national brokerage general agency- Develop agency marketing materials, communications, and marketing and concept presentations- Conduct sales and training presentations for brokers, CPAs, and advisors, and participated in joint sales calls

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  ING US

  Aug 2000 - Mar 2014

  Sales Vice President, Registered Representative of ING America Equities, Inc.

  - Responsible for relationship management, recruiting, and advanced marketing and sales support for appointed retail producers, Brokerage General Agencies, and financial advisors in appointed territory.- Promote ING life companies' life and executive benefit product solutions - Provide support for partners’ new business, underwriting, and marketing teams in their interactions with ING life companies

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  Nationwide Financial

  Mar 2014 - Apr 2022

  Regional Vice President, Brokerage Life Sales

  - Relationship manager for Nationwide Financial with partner life Brokerage General Agencies and financial advisors in Pennsylvania, New Jersey, and Delaware- Promote Nationwide life and long-term care product solutions - Provide support for partners’ new business, underwriting, and marketing teams in their interactions with Nationwide- Bring products, programs, and support of Nationwide's Team of Specialists to partners

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  GERMANTOWN AVENUE CRISIS MINISTRY

  May 2021 - now

  Board Member
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  Jeffrey J. Podraza Company LLC

  Apr 2022 - now

  Principal, Life and Long-Term Care Insurance Consultant
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  The Crossing Choir

  May 2023 - Dec 2024

  Advisory Council Member