JoAnne O'Rourke is a seasoned financial services assistant with 27 years of experience in the industry. She holds a bachelor’s degree in history and a certification in secondary social studies education for grades 7-12 from SUNY Brockport. JoAnne began her career at MetLife, initially working part-time as a personal assistant while completing her student teaching. In this role, she provided concierge-level customer service alongside a top-producing representative, igniting her passion for delivering exceptional client care and deepening her understanding of the financial services sector.
Her dedication and drive quickly transitioned her into a full-time position with MetLife and then Mass Mutual, where she collaborated with multiple Top Conference Qualifiers, focusing on enhancing client experiences and addressing their customer service needs. JoAnne's expertise lies in her ability to partner with financial representatives to craft detailed client financial reviews, with a particular emphasis on life insurance. Over the years, she has broadened her knowledge across a range of financial products, including annuities, brokerage, long-term care, disability, and group health insurance, through her work with diverse teams of financial professionals.
Residing in East Islip, NY, JoAnne enjoys spending quality time with her twin daughters, exploring culinary arts, gardening, and actively volunteering with various community activities and local fundraisers.
CRN202707-6931421