Travis Carrell

Insurance Wholesaler

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Trav Carrell

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Contact Information

Last Update
Jun 25, 2022
Email
tr**@allegisag.com
Location
Roy, UT

Workplace

Beacon Financial, Inc
Marketing Consultant

Woods Cross, UT

Industry

Financial Services, Investment Advisory Service, Investment Advice

Work History

Marketing Consultant

757 west 700 south, Woods Cross, UT 84087
Travis worked in Agent Support, Product Specifics, and Case Design for Beacon Financial.
Feb 1, 2012 — Jul 1, 2014

Insurance Wholesaler

10235 south Jordan Gtwy SUITE 100, South Jordan, UT 84095
Travis works with Financial Advisers on fully developing their practices, provides the tools and resources to make their job easier, host training's, client case design, product specifics, a...
from Jul 2014

Personal Banker

800 Nicollet Mall, Minneapolis, MN 55402
Handled all retail bank products, home loans, and customer service.
Jul 1, 2011 — Jan 1, 2012

Personal Banker

180 Montgomery St, San Francisco, CA 94129
Handled all retail bank products, home loans, mortgages, lines of credit, home equity lines of credit, and customer service.
Jan 2009 — Jun 2010

Senior Marketing Consultant

1451 River Park Dr SUITE 130, Sacramento, CA 95815
As a Senior Marketing Consultant at The Annuity Store I showed insurance agents how to make annuities a part of their practice. I helped them by selecting the very best products for their cl...
May 1, 2001 — Jun 1, 2007

Insurance Broker

10235 south Jordan Gtwy SUITE 100, South Jordan, UT 84095

Education

2004 — 2005
1994 — 1998

Occupations

Marketer
Marketing Consultant
Sales Specialist
Agent
Accountant
Finance and Accounting Specialist
Waiter
Host
Health Specialist
Certified Nurse Aide
Market Analyst
Market Research Analyst
Sales Representative
Accounting Bookkeeper
Bookkeeper
Nurse
Nurse Practitioner

Skills

Insurance
Term Life Insurance
Fixed Annuities
Life Insurance
Retirement
Small Business
Disability Insurance
Health Insurance
Retirement Planning
Sales
Customer Service
Mortgage Lending
Financial Planning
Universal Life
Long Term Care
Financial Services
Equity Indexed Annuities
Whole Life
Long Term Care Insurance
Critical Illness
B2C Marketing
Financial Advisory
Wealth Management
Indexed Annuities
Banking
Financial Planners
Annuity Sales
Series 6
Underwriting
Employee Benefits
Mutual Funds
401K
Customer Segmentation Strategy
Product Selection
Client Case Design
Concept Sales Ideas
Commercial Insurance
Iras
Wealth
Variable Annuities
Series 63
Retail Banking

FAQs about Travis Carrell

What is the main profession of Travis Carrell?

This professional's job is Insurance Wholesaler

What jobs is Travis proficient at at?

Travis is proficient at such jobs as Marketer and Marketing Consultant.

Where does Travis Carrell currently live?

Travis Carrell currently lives in Roy, Utah.

What is the professional's email?

The expert's email is tr**@allegisag.com.

How many companies did Travis Carrell work at?

The professional worked at six jobs.

What education does Travis Carrell have?

Travis studied at the American River College from 2004 to 2005.

Are there any professional certifications, that Travis Carrell has?

Travis Carrell received the following certifications: License 428097, Series 6, Life Insurance and Annuities, License 428097, Allegis Investment Services, and Life Producers License.

What languages does Travis Carrell speak?

Travis Carrell speaks English.
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