Travis Cagley
Wesley Chapel
Summary
Astute Insurance Strategist with robust background in developing and executing high-impact plans. Skilled in market analysis, project management, and leveraging data insights to drive growth. Strong focus on team collaboration and adaptability, ensuring consistent achievement of goals. Proven ability to navigate complex challenges and deliver results in fast-paced environments.
Overview
23
23
years of professional experience
1
1
Certification
Work History
Insurance Strategist
Crump Life Insurance Services
Wesley Chapel, FL
09.2023 - Current
- Agent of record interface with Charles Schwab clients for advanced markets insurance solutions and plans.
- Top performing client facing strategist; helping clients and their financial consultants virtually through a consultative Agent of Record Sales role.
- 1 of 3 strategists to handle Ultra High Net Worth clients
- Advanced Markets Strategies implemented – Insurance LLC, Estate Planning, ILIT, Estate Reduction planning, Business planning, Life in Retirement Plan (LIRP) etc.
- Conducted risk assessments to inform strategic decision-making and client recommendations.
- Led workshops to educate clients on product features and benefits, increasing satisfaction.
- Developed strategic initiatives to enhance client engagement and service delivery.
Hybrid Life Consultant – Internal Sales Manager
Concourse Financial Group
Castle Rock, CO
01.2015 - 01.2023
- Point of sale interface with Edward Jones advisors for advanced insurance products and plans. Facilitate and develop seminars for both clients and advisors to enhance customer base. (Manage and coordinate support for over 200 advisors in the West, TX regions.)
- Instrumental as Hybrid Life Consultant; helping advisors both in the field and virtually through a consultative Point of Sale role.
- Lead a team of internal wholesalers with 5 direct reports
- Implement revenue generating marketing strategies; through advising agents with reporting models on how to improve and maximize issues within the Secure Act, Estate Planning, Annuity Maximization, LIRP's, and Life/LTC solutions by reallocating idol assets.
Senior Internal Wholesaler
Insurance Designers of Colorado
Castle Rock, CO
01.2015 - 01.2023
- Serve as primary internal relationship to advisors to service and support on financial or insurance products and plans. Facilitate and develop seminars/workshops; develop marketing strategies to enhance customer base.
- In-depth knowledge working inside Wire houses; Wells Fargo and Raymond James. Specialized broker dealer requirements (i.e., recognized sales concepts, illustration requirements).
Vice President of Annuity Sales
Peak Pro Financial
Greenwood Village, CO
01.2015 - 01.2015
- Assisted owner to set up annuity division of company with $40 million in annual target premium sales from life insurance division. Serviced advisors that specialized creating income plans for their clients. Focused on fixed indexed annuity products including proprietary products. Facilitate and develop seminars/workshops; develop marketing strategies to enhance advisor base.
- Lead company in Sales with proprietary products from companies like Guggenheim and Allianz. Resulting in an increase of sales levels by 70% in 2015.
- Led strategic initiatives to enhance financial performance and operational efficiency.
- Led cross-functional teams for the successful completion of major projects, resulting in increased efficiency and client satisfaction.
Senior Internal Wholesaler – Life Annuity Advanced Planning
PIPAC Life Brokerage
Cedar Falls, IA
01.2010 - 01.2015
- Serve as primary interface with regional agents to service and support on financial or insurance products and plans. Facilitate and develop seminars/workshops; develop marketing strategies to enhance customer base. (Manage and coordinate support for over 500 agents and direct over 25 Key accounts.)
- Instrumental as Project Lead for revenue expansion; by developing new business marketing initiatives. Resulting in an increase of sales levels by 30% in 2014, securing Top Performing Sales recognition.
- Drove negotiations for large volume premium financing; through advising agents with clients of affluent net worth of $10M or higher. Generating $30K to $118K in revenue to the brokerage.
- Pioneered projects to increase accuracy and efficiency; with analysis of work flow, reducing paper processing, and developing an excel program for estate planning that was macro driven. Reduced internal case handling by 30% and provided more accurate information for proposals with accurate figures when dealing with high-net-worth clientele.
- Implement revenue generating marketing strategies; through advising agents with reporting models on how to improve and maximize social security funds and reallocating assets. Secured agent success moving from $500K in annual annuity sales to $3M in annuity sales within 6 months for just one agent.
VP of Commercial Lending
Cohesion Finance, Inc.
Cedar Falls, IA
01.2009 - 01.2010
- Accountable for developing new business, restructuring loans and leases, underwriting and closing loans and serviced existing portfolio of accounts. (Developed, managed and coordinated support for new vendor programs to 5 key companies within 1st six months.)
- Spearheaded process improvements; with the development of SOPs from analysis of day-to-day tasks and duties. Resulted in elimination of extra steps and expedited loan application processing with encrypted electronic documents that reduced cycle time, and reduced expenses.
- Championed niche funding sources and client retention; with research and cultivation of relationships to provide non-conventional funding sources for clients. Realized increase in finance transactions for business owners that would have escaped our ability to service otherwise.
Financial Advisor – Independent Agent
Travis Cagley Insurance
Cedar Falls, IA
01.2003 - 01.2006
- Prospected and serviced clients on financial planning and investment strategies, securities, insurance, and pension plans. (Entrepreneurial spirit that fosters relationship building skills with CPA's and Attorneys to capitalize on referral business.)
- Generated unique prospecting; with structuring a marketing plan and dedicating time to it, as well as searching for what to up-sell existing clients. Secured over 35% increase in upselling and drove business revenue up by 15%
Education
Bachelor - Business Management
Upper Iowa University
Waterloo, IA01.2010
Associate - Applied Management
Kaplan University (Hamilton College)
Cedar Falls, IA01.2006
Skills
- Sales territory coordination
- Sales Performance/Financial Metrics
- Develop high-performing sales teams
- Cross-selling strategies
- Income Distribution/Retirement Strategies
- Sales Administration/Business Operations
- Advanced Marketing/Needs Assessments
- Project Management/Implementation
- Ultra-High Net Worth Clientele
- Unified Sales Processes / Distribution
- Financial Wholesaler /Advisor/Trainer
- New Product/Marketing Campaigns
- Annuity Laddering Strategies
- Cross-Functional Work Team Methods
- Major Account Management/Retention
- Strong Communication/Team Mentorship
- Research / Analysis / Deployment
- Agent of Record Sales Model
- Data analytics
- Brand strategy
- Customer segmentation
- Scenario planning
- Strategic planning
- Team leadership
- Competitive intelligence
- Financial forecasting
- Client relationship management
- Audience engagement
- Talent development
Certification
- Life & Health Insurance License – State of Florida (License # G065738)
- Chartered Financial Consultant (ChFC) - The American College
- Chartered Life Underwriter (CLU) – The American College
- Series 6 License – Financial Industry Regulatory Authority
- Series 63 License – Financial Industry Regulatory Authority
Timeline
Insurance Strategist
Crump Life Insurance Services
09.2023 - Current
Hybrid Life Consultant – Internal Sales Manager
Concourse Financial Group
01.2015 - 01.2023
Senior Internal Wholesaler
Insurance Designers of Colorado
01.2015 - 01.2023
Vice President of Annuity Sales
Peak Pro Financial
01.2015 - 01.2015
Senior Internal Wholesaler – Life Annuity Advanced Planning
PIPAC Life Brokerage
01.2010 - 01.2015
VP of Commercial Lending
Cohesion Finance, Inc.
01.2009 - 01.2010
Financial Advisor – Independent Agent
Travis Cagley Insurance
01.2003 - 01.2006
Associate - Applied Management
Kaplan University (Hamilton College)
Bachelor - Business Management
Upper Iowa University