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Kelli Simms is listed as Financial Services Professional specializing in retirement, lifestyle management, and corporate transitions/planning with Executives. InsureSolve, PLLC and Penn Mutual Wealth Strategies at Penn Mutual Wealth Strategies, based in Dallas-Fort Worth Metroplex, United States, United States. AeroLeads shows a work email signal at mutualofomaha.com and a matched LinkedIn profile for Kelli Simms.
Kelli Simms previously worked as Financial Services Professional at Penn Mutual Wealth Strategies and Executive Level Insurance, Financial Planning & Technical Education Professional at Insuresolve, Pllc. Kelli Simms holds Bachelor Of Arts - Ba, Communication And Media Studies from University Of New Orleans.
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Professional25+ years career experience in financial services and insurance21 years Life, Health, Accident licensed currently in 5 states TX, CA, LA, GA, MD SkillsFinancial Advisor specializing in retirement and lifestyle management as a premiere resource for planning, financial literacy-Executing leadership strategies, pedagogy educational techniques, and adaptive learning -Mission oriented project management, data analysis, sales, recruiting, training, development, lean change, presenting and guiding strategic initiatives-Project management, consumer advocacy, infrastructure development, influencing behavior, C-suite level relationship management, negotiation competence, partnership development, fundraising, sustainable practice management. InterestsFamily oriented, focused on championing charitable causes which positively influence lives and impact communities. Music, golf, car, and sports enthusiast; enjoys eating/cooking; cardio workouts for a well balanced lifestyle.
Listed skills include Performance Management, Leadership Development, Critical Thinking, Driven By Results, and 15 others.
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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.
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.
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.
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.
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%.
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.
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
Quick answers generated from the profile data available on this page.
Kelli Simms works for Penn Mutual Wealth Strategies.
Kelli Simms is listed as Financial Services Professional specializing in retirement, lifestyle management, and corporate transitions/planning with Executives. InsureSolve, PLLC and Penn Mutual Wealth Strategies at Penn Mutual Wealth Strategies.
AeroLeads has found 1 work email signal at @mutualofomaha.com for Kelli Simms at Penn Mutual Wealth Strategies.
Kelli Simms is based in Dallas-Fort Worth Metroplex, United States, United States while working with Penn Mutual Wealth Strategies.
Kelli Simms has worked for Penn Mutual Wealth Strategies, Insuresolve, Pllc, Transamerica, Mutual Of Omaha Advisors, and Chubb.
You can use AeroLeads to view verified contact signals for Kelli Simms at Penn Mutual Wealth Strategies, including work email, phone, and LinkedIn data when available.
Kelli Simms holds Bachelor Of Arts - Ba, Communication And Media Studies from University Of New Orleans.
Kelli Simms is listed with skills including Performance Management, Leadership Development, Critical Thinking, Driven By Results, Project Management, Change Management, Leadership, and Solutions Expert.
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