Charter Oak Welcomes Patty Robinson to Agent Onboarding Team

Holyoke, Mass. June 15, 2016 — Charter Oak insurance and Financial Services Co., one of the largest general agencies of Massachusetts Mutual Life Insurance Company (MassMutual), welcomes Recruiting, Training and Development Coordinator Patty Robinson to its team.

Ms. Robinson will facilitate the onboarding and training of new associates as it relates to their initial practice setup, including guiding them through and holding them accountable for recommended business and marketing activity; required product and compliance coursework; and underwriting requirements, exams and applications. She will also assist in selecting new agents for the Holyoke office.

Pete Novak, Charter Oak General Agent, said: “Patty’s role was created with our culture of success top of mind. We want to give our agents every opportunity to thrive and to best serve their clients. This position is a key component of achieving that goal, reinforced by Patty’s industry experience. We’re pleased to welcome her.”

Ms. Robinson has nearly 10 years of experience in financial services, both as an advisor and in a support capacity. She resides in Springfield, Massachusetts.