Susan Travis Email & Phone Number
Life Sales Support Consultant II @ Brokers International
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Susan Travis Location
- Waukee, IA, US
Susan Travis Work
- Life Sales Support Consultant II @ (June 2025 - Present)
- Compliance Consultant @ (August 2022 - June 2025)
- Case Manager @ (January 2021 - January 2022)
- Director of Planned Giving and Major Gifts @ (January 2019 - January 2021)
- Major Gifts and Planned Giving Director @ (January 2014 - January 2019)
- Investment Associate and Director of Marketing and Travel Club Director @ (January 2004 - January 2014)
- Account Consultant @ Diversified Investment Advisors (September 2000 - September 2002)
- Independent Consultant and Volunteer (January 1993 - January 2000)
- Senior Career School Instructor @ (January 1990 - January 1993)
- Pension Underwriter @ (January 1985 - January 1990)
Susan Travis Education
- Iowa State University
Merchandising (Marketing)
1983-1985 - Kirkwood Community College
Associate of Arts degree (A.A.A); Associate of Arts and Sciences (A.A.S) (Paralegal Studies and Merchandising)
Susan Travis Skills
- Account Management
- Ad Design
- Agent support
- Analytic Problem Solving
- Analytical Skills
- Banking
- Budgets
- Collaborative Problem Solving
- Communication
- Coordination
- Customer Engagement
- Customer Relations
- Customer Satisfaction
- Development Of Promotional Materials
- Event Planning
- Fund raising
- Fundraising
- Goal Setting
- Group Training
- Hybrid Teamwork
- Individual & Group Pension Administration & Underwriting
- Influencing Others
- Insurance
- Leadership
- Legal Compliance
- Management
- Marketing
- Marketing Strategy
- Meeting Planning
- Negotiation
- Newsletter Design
- Nonprofits
- Personal Banking
- Policies & Procedures
- Processing
- Public Relations
- Public Speaking
- Relationship Building
- Revenue Analysis
- Sales
- Sales Management
- Strategic Marketing
- Strategic Planning
- Team Building
- Teamwork
- Teller Operations
- Time Management
- Training
- Training Course Development
- Training and Development (HR)
- Travel Arrangements
- Travel Planning
- Underwriting
Susan Travis Summary
- Susan Travis, based in Waukee, IA, US, is currently a Life Sales Support Consultant II at Brokers International. Susan Travis brings experience from previous roles at Sammons Financial Group Companies, Orchard Place and HOPE MINISTRIES. Susan Travis holds a 1983 - 1985 Merchandising in Marketing @ Iowa State University. With a robust skill set that includes Account Management, Ad Design, Agent support, Analytic Problem Solving, Analytical Skills and more. Susan Travis has 2 emails on RocketReach.
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