Four Fairfield County Bank Employees Earn Licenses for Life Insurance, Annuities

Four Fairfield County Bank Employees Earn Licenses as Life Insurance and Fixed Annuity Producers

Yonatan Carrillo, Business Services Specialist at the Darien Branch; Diana Kessler, AVP, Assistant Branch Manager at Ridgefield’s 150 Danbury Road Branch; Jairo Rosas, Assistant Branch Manager at Danbury’s Mill Plain Road Branch; and Alison Wood, Assistant Branch Manager in Wilton, have successfully completed the exam required to become licensed to sell fixed annuities and life insurance as Osaic Institutions Insurance Agents.

To earn their licenses, these employees undertook rigorous coursework and passed the required exam. Licensed Insurance Producers must also engage in continuing education to maintain their accreditation, ensuring they can provide clients with the most up-to-date information and superior service.

“Gaining my Insurance Producer license is not only an exciting step for myself professionally, but it broadens what I’m able to offer my clients,” said Diana Kessler, AVP, Assistant Branch Manager. “I now have a deeper understanding of a client’s entire financial landscape, and I’m thrilled to be able to play a larger role in helping them achieve their goals!”

Fairfield County Bank now provides clients with the opportunity to access life insurance and fixed annuities in conjunction with traditional banking services. This integrated approach simplifies financial planning and saves time. By offering life insurance and fixed annuities, the Bank helps clients protect their loved ones and plan for the future, whether through life insurance policies or creating guaranteed income streams for retirement.“We are so excited for the latest additions to our Licensed Bank Employee team,” said Elyssia Poland, AVP, Fairfield County Financial Services* Compliance and Operations Manager. “Yonatan, Diana, Jairo, and Alison all worked diligently to prepare for the exam, and I am very proud of their success. We’re thrilled to support our Bank partners as they expand their offerings to clients.”

Several Licensed Bank Employees are now available across the Bank’s footprint. To find the branch nearest you, please visit:

https://www.fairfieldcountybank.com/branch-locations/branch-locations.html

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Submitted by Jillian Fernandez

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