Video Introduction

Refer a Friend

Do you know someone who might share your concerns about financial security?

 

Professional

Jeff Zoller followed in the footsteps of his father, who began his career with the Northwestern Mutual in 1957, by becoming a Financial Representative in 1989.  After seven years with The Stone Network Office in Boston, Jeff returned to Central New York, where he was brought up, and became Managing Director of the local district network office. In March 2010, Jeff stepped down as the Managing Director to concentrate on the relationships that he has developed with his clients throughout his 20 year career. 

The elder Zoller always taught Jeff, “work hard and do the right thing,” and these values are at the heart of The Zoller Group philosophy. The office has developed its own network of specialists, captured many company and industry rewards, and continues to grow. Jeff, his father, and his sister, Holly Gigliotti, together have more than 100 years of experience at Northwestern Mutual.


Qualifications

Jeff Zoller has earned the Chartered Life Underwriter (CLU) professional designation, which is the highest level of studies in the life insurance profession, and currently is working toward the Chartered Financial Consultant (ChFC) designation, which is the most extensive education for financial solutions professionals.

 

Associations and Memberships

Jeff Zoller is a member of the National Association of Insurance and Financial Advisors, the Mohawk Valley Life Underwriters Association and GAMA International, an association dedicated to promoting the professional development needs of managers in the insurance and financial services industries.

Jeff Zoller is also a member of the Empire State Forest Products Association (ESFPA), www.esfpa.org. As a member of the ESFPA, Jeff has taken an active role in promoting the health and management of New York’s forests and improving the business climate of the forest products industry.

In addition, Jeff Zoller is also a member of the New York State Motor Truck Association, www.nytrucks.org, where he helps their members with financial services as well as business success planning and employee benefits.

 

Years of Experience

Representing Northwestern Mutual since 1990.

Education

Degree Major Institution
Bachelor of Arts Environmental Science Hartwick College

Awards and Recognition

Million Dollar Round Table Qualifying Member   2000-2008
MDRT is the premier association of financial professionals. MDRT status designation is granted for one year and members must apply every year to continue their affiliation with the MDRT

Million Dollar Round Table Qualifying/Life Member   2009-2011
MDRT is the premier association of financial professionals. MDRT status designation is granted for one year and members must apply every year to continue their affiliation with the MDRT

National Quality Award   1993, 2002-2006, 2008-2010
Award recognizing persistency and performance

National Sales Achievement Award   1996
Award recognizing performance