Kelli Simms Email & Phone Number

Addison, Texas, Us

Financial Professional at Penn Mutual specializing in retirement, lifestyle management, and corporate transitions/planning with fellow Executives. InsureSolve, PLLC and Penn Mutual Wealth Strategies not affiliated entities. IAR reviewing RIA/BD firms for optimal business modeling. (KPIs) Strong performance management execution; leadership development strategies; Intuitive critical thinking aptitude; analysis expert; operational leadership, project and change management; compliance; audit; risk management; life insurance field underwriting; personal trading; asset management; financial, income and retirement planning;Disclosures: This is not an offer or solicitation in any jurisdiction where we are not authorized to do business 1.Insurance Licensed in: California Insurance License CA # 0J05474, LA, TX, GA, MD 2. Disclosure: RIA-IAR/disclosure/ 3. Advisory services offered through firm Investment Advisory affiliation 4. Penn Wealth Strategies a division of Penn Mutual Life Insurance Company. 5. The third-party comments displayed are not verified, may not be accurate and are not necessarily representative of our client experiences. 6. This page/profile may contain links to a variety of sites maintained by third parties. We do not endorse, warrant or approve of the content, correctness or accuracy of those third party sites.

Dallas, Tx, Us

InsureSolve, PLLC and Investment Advisory firms are not affiliated entities. InsureSolve PLLC - Veteran owned advisory practice and premier resource for income-retirement planning, insurance-investment protection, financial literacy, curriculum instruction, andragogy + pedagogy instructor development, hiring, training, certification, educator and agent development, sales. Firm strength subject matter expert delivering financial literacy education via classroom and virtually. Specialized expertise in teaching insurance sales as a trade-vocation to build wealth, protect, and restore. Recognized as a premier employer of financial literacy educators inspiring systemic sustainable change. Our results increase financial responsibility-reduce structural scarcity, decrease dependency on social programs. American workers have clearer path to retirement- InsureSolve, PLLC’s path is clear restoring confidence, solid plan healing financial brokenness, regenerating economic cycle with safe gratified working citizens and more inclusive capitalism.

Baltimore, Maryland, Us

Concurrent contract to impact worksite results within existing accounts for penetration and growth of Life Sales influencing more net worth and lives of middle American families, business owners, teachers, state, local, national government, municipalities, unions, and associations across LA,TX,CA, GA Continued demonstration of competencies as a field expert in Life Sales resulting from current production performance in annualized sales results of more than $26K in less than 90 days in addition to launching my entity InsureSolve, PLLC plus strong work ethic sought after reflective of immediate past performance as Director of Insurance Sales - Market Director at Chubb 2016/2017 during a turnaround project stabilizing education, systems, process flow, attrition, Leader of tenured Level One Management teams and Agent development, hiring, retention, as well as premium growth incrementally improving quarter over quarter to a net gain of +3 producers hired/trained/retained, Generated 91% of issued premium $255K annualized premium revenue per plan quarter Q1-2017

Omaha, Ne, Us

Disclosures:This is not an offer or solicitation in any jurisdiction where we are not authorized to do business 1.Insurance Licensed in:California Insurance License CA # 0J05474, LA, TX, GA 2. Disclosure: http://www.mutualofomaha.com/disclosure/ 3. Advisory services offered through Mutual of Omaha Investor Services, Inc. 4. Mutual of Omaha Advisors a division of Mutual of Omaha Insurance Company. 5. The third-party comments displayed are not verified, may not be accurate and are not necessarily representative of our client experiences. 6. This page/profile may contain links to a variety of sites maintained by third parties. We do not endorse, warrant or approve of the content, correctness or accuracy of those third party sites. Financial Advisor at Mutual of Omaha specializing in retirement and lifestyle management with executives. InsureSolve, PLLC and Mutual of Omaha are not affiiated entities. https://agents.mutualofomaha.com/kelli-simms/(Expertise) Strong performance management execution; leadership development strategies; Intuitive critical thinking aptitude; analysis expert; project and change management; compliance; audit; risk management; life insurance field underwriting; personal trading; asset management; financial and retirement planning; (Philosophy) When it comes to building and protecting your financial future, the strength of the companies in which you have placed your trust is relevant. Thanks to our focused business strategy, disciplined investment practices, strong commitment to our customers and talented, engaged workforce, we have built notable financial strength. Now in our second century in business, we are committed to providing insurance and financial products that are designed to be a straightforward and affordable way to help customers through the transitions we all face. In good times and bad, you can have confidence in Mutual of Omaha.

Ch

Director of Insurance Sales - Market Director 2016/2017 turnaround project stabilizing education, systems, process flow, attrition, Leader of tenured Level One Management teams and Agent development, hiring, retention, as well as premium growth incrementally improving quarter over quarter to a net gain of +3 producers hired/trained/retained, Generated 91% of issued premium $255K annualized premium revenue per plan quarter Q1-2017 Combined Insurance is one of the leading providers of supplemental insurance products, with offices throughout North America. We’re rated A+ (Superior) by A. M. Best, the most widely recognized provider of insurance industry ratings, and we have over 3 million supplemental insurance policies in force in North America and pay out almost half a billion dollars in claims every year – nearly $1 million every business day.Now part of Chubb, the world’s largest publicly traded property and casualty insurer, Combined Insurance has been serving customers since 1922.When you work with Combined Insurance, you’re working with a company that takes pride in offering people clearly-stated policies. So families can be sure they’re getting the coverage they want.Let's Make This Easy.----That's our motto and our job!If you want a career with a company that not only cares for its customers, but also our staff...I am looking for outgoing, goal-oriented individuals to join our sales team in both agent and field management roles in the Chicago and DFW areas.Contact me today! kelli.simms@combined.com

Us

AAA Life Insurance and Retirement Plan Sales Top 20% Expansion Agent Life/Annuity sales 2012 and 2013 generating signficant 12% annual market share increases and setting organizational growth records generating $10K $16K monthly production credit revenue, building performance precendents year over year, I.E the first $100K annuity trust and foundation business booked by a TX expansion market Agent and proactive recruitment/retention of highly productive, seasoned Agents in various business units and regions; received $2K referral bonuses for newly hired talent

Columbus, Ga, Us

Aflac Star Series/Fireball Award 2010 for record achievement in recruiting accomplished talent & outstanding sales performance $4K, 9K, $11K in weeks 42, 48, and 51 respectively by a new sales associate; selected to State Account Servicing Team; an elite team of top agents 2009 and 2010