Joseph L. Moffat in

Joseph L. Moffat

Examiner · DISC type sc
President at The Insurance Consulting Group
📍 Tampa, Florida, United States

Joseph is a veteran insurance professional with over 25 years of experience in retirement strategy and risk management. As President of The Insurance Consulting Group, he is dedicated to recruiting and training insurance agents, drawing on his past success as a three-time #1 USA Divisional Manager.

He is committed to empowering clients and is noted for providing customized services to the Russian-speaking community to meet their unique financial planning needs. Colleagues describe him as a powerful, knowledgeable, and charismatic leader who excels at educating and motivating others.

Joseph provides in-depth executive coaching to agents on advanced communication techniques like body language, tonality, and predicates.

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Experience
27 Years
Current Role
President
Location
Tampa, Florida, United States
Personality Overview

How Joseph shows up

Late Adopter
Status Quo Seeker
Tough To Convince

They do not like taking risks at all and go for proven options in the end. They are always well-planned and adopt a systematic approach. They are quite aware of their needs and limitations, so they are unlikely to over-promise.

Priorities

Topics Joseph cares about

Agent Development
Focuses on recruiting and training insurance agents, offering comprehensive coaching on sales, marketing, and relationship-building to ensure their professional success.
Retirement Strategy
Specializes in innovative solutions for retirement planning, including lifetime income generation, 401k rollovers, and IRA transfers to secure clients' financial futures.
+5 more topics Login to view topics
Career

Work history

2-2002
President
The Insurance Consulting Group
9-1998 - 5-2003
Captive Divisional Manager
National Health Insurance Company
In the press

Media appearances

No media yetWe could not find public media appearances for this person.
Education

Joseph has no verified education history

Social presence
in
Behavioral profile

DISC profile (public)

s

Steadiness (S)

Steadiness (S) reflects the degree to which a person is likely to focus on cooperation, support and taking everyone along. Those scoring high tend to be consistent and calm.

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