Travis Carrell Email & Phone Number
Insurance Broker @ Allegis Advisor Group
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Travis Carrell Location
- South Jordan, UT, US
Travis Carrell Work
- 2014 -now Insurance Broker @
- 2012 -2014 Marketing Consultant @
- 2011 -2012 Personal Banker @ US Bank
- 2009 -2010 Personal Banker @ Bank of the West
- 2001 -2007 Senior Marketing Consultant @ The Annuity Store (TAS)
Travis Carrell Education
- American River College
Certificate (Communications)
2004-2005 - Waterloo High School
Diploma (High School)
1994-1998
Travis Carrell Skills
- Financial Advisory
- Series 63
- Banking
- Financial Planners
- Fixed Annuities
- Customer Segmentation
- Indexed Annuities
- Insurance
- Retirement Planning
- Sales
- Financial Planning
- IRAs
- Critical Illness
- Mortgage Lending
- Variable Annuities
- Series 6
- 401k
- Equity Indexed Annuities
- Financial Services
- Wealth Management
- Life Insurance
- Mutual Funds
- Underwriting
- Universal Life
- Customer Segmentation Strategy
- Customer Service
- Long Term Care
- Disability Insurance
- Wealth
- Long Term Care Insurance
- Client Case Design
- Small Business
- Commercial Insurance
- Term Life Insurance
- B2C marketing
- Retail Banking
- Health Insurance
- Concept Sales Ideas
- Retirement
- Annuity Sales
- Employee Benefits
- Product Selection
- Whole Life
Travis Carrell Summary
- Travis Carrell, based in South Jordan, UT, US, is currently a Insurance Broker at Allegis Advisor Group. Travis Carrell brings experience from previous roles at Beacon Financial, Inc, US Bank, Bank of the West and The Annuity Store (TAS). Travis Carrell holds a 2004 - 2005 Certificate in Communications @ American River College. With a robust skill set that includes Financial Advisory, Series 63, Banking, Financial Planners, Fixed Annuities and more. Travis Carrell has 2 emails on RocketReach.
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Top Allegis Advisor Group Employees
Lance Orr
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Funkstown, MD, US
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