Kelley Kelly

Kelley Kelly Email and Phone Number

National Vice President Relationship Management at Symetra @ Symetra
Kelley Kelly's Location
Greater Hartford, United States, United States
Kelley Kelly's Contact Details

Kelley Kelly personal email

n/a
About Kelley Kelly

Kelley Kelly is a National Vice President Relationship Management at Symetra at Symetra. They possess expertise in life and health insurance licenses, universal life, wealth management, whole life, strategic financial planning and 20 more skills.

Kelley Kelly's Current Company Details
Symetra

Symetra

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National Vice President Relationship Management at Symetra
Kelley Kelly Work Experience Details
  • Symetra
    National Vice President Relationship Management
    Symetra Dec 2019 - Present
    Bellevue, Wa, Us
    “Registered Representative of Symetra Securities, Inc. (SSI).   Securities are offered by Symetra Securities, Inc. and issued in all states other than New York by Symetra Life Insurance Company (SLIC) and in New York by First Symetra National Life Insurance Company of New York (FSNLICNY).  SSI, FSNLICNY and SLIC are affiliated companies.”
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  • John Hancock
    Regional Vice President
    John Hancock Sep 2018 - Dec 2019
    Boston, Ma, Us
    View
  • Northeast Brokerage
    Sales Vice President
    Northeast Brokerage May 2017 - Sep 2018
    Glastonbury, Connecticut, Us
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  • Metlife
    Regional Sales Vice President
    Metlife Feb 2005 - Feb 2017
    New York, Ny, Us
    Regional Sales Vice President – Dedicated to Crump Life Insurance Services (2015-2017) Worked directly with Regional Directors and Sales Managers of Crump, one of the largest brokerage organizations in the industry. Increased broker knowledge of MetLife’s Life insurance portfolio and provide applicable sales ideas to help increase revenue. Conducted Financial Advisor meetings at the request of Crump National Accounts. Achieved Highest Life Sales Volume (2016). Along with partner, achieved 98% of an annual $21 million life goal. Regional Sales Vice President – Northeast Region Wholesaler (2006-2014) Built and maintained existing relationships with brokerage general agencies in the Northeast to increase revenue from life insurance sales. Conducted regular meetings, seminars and training workshops with current and prospective customers increase the knowledge of MetLife’s products, describe the company’s value proposition and present products in the context of sales ideas. Represented MetLife with agency principals. Recognized nationally as the Highest Percentage of Life Sales Goal Leader (2014). Recognized nationally as the Life Sales Volume Leader (2012)Recipient, Chairman’s Award, MetLife’s Highest Annual Sales Award, given for Highest Overall Sales and Leading Percentage of Goal (2012). One of two recognized nationally. Award included a trip to Italy. National Account Manager (2005-2006)First person in company history assigned to manage relationship with Capitas Financial, a partnership of leading life insurance and financial services brokerages, with locations nationwide. Developed business plans. Developed relationships with MetLife service areas and Capitas offices via regular meetings. Negotiated Annual Compensation agreements.
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  • Travelers Life & Annuity
    Director, National Accounts, Life Division
    Travelers Life & Annuity 1990 - 2005
    Us
    Director, National Accounts, Life Division (2004-2005)Established and maintained front door relationships with focus wirehouses and Broker Dealers, including Smith Barney, Wachovia, Morgan Stanley, A.G. Edwards, RBC Dain Rauscher, Raymond James, and AIG Advisor Group. Served as the main Travelers contact in wirehouses, regional dealers and Smith Barney service centers.Assisted in the development of the Point of Sale team.Developed and implemented customized business plans focused on key partner sales and revenue potential. Met sales goals for Smith Barney, Wachovia and focus retail BD’s being wholesaled by General Agents.Director, Business Development, Life Division (2003-2004) Director, Agency Sale, Life and Annuity Division (2001-2003)
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Kelley Kelly Skills

Life And Health Insurance Licenses Universal Life Wealth Management Whole Life Strategic Financial Planning Iras Insurance Financial Services Financial Advisory Investments Wealth Series 6 Financial Planners Life Insurance Asset Allocation Brokers Relationship Management Property And Casualty Insurance Investment Strategies Sales Presentations Series 63 Retirement Planning Term Life Insurance Financial Planning Presentation Skills

Kelley Kelly Education Details

  • State University Of New York At Fredonia
    State University Of New York At Fredonia

Frequently Asked Questions about Kelley Kelly

What company does Kelley Kelly work for?

Kelley Kelly works for Symetra

What is Kelley Kelly's role at the current company?

Kelley Kelly's current role is National Vice President Relationship Management at Symetra.

What is Kelley Kelly's email address?

Kelley Kelly's email address is kk****@****ife.com

What is Kelley Kelly's direct phone number?

Kelley Kelly's direct phone number is +186053*****

What schools did Kelley Kelly attend?

Kelley Kelly attended State University Of New York At Fredonia.

What skills is Kelley Kelly known for?

Kelley Kelly has skills like Life And Health Insurance Licenses, Universal Life, Wealth Management, Whole Life, Strategic Financial Planning, Iras, Insurance, Financial Services, Financial Advisory, Investments, Wealth, Series 6.

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