Kelly Sullivan

Manager of Life Insurance Sales

Role
Manager of Life Insurance Sales at First Citizens Wealth
Location
Raleigh-Durham-Chapel Hill, NC, US
LinkedIn followers
500 followers

Experience

  1. Manager of Life Insurance Sales

    First Citizens Wealth

    Jan 2018 — Present · Raleigh-Durham, NC, US

Education

  • Florida State University

    M.A, Communication Theory and Research

  • North Carolina State University

    B.A, Organizational Communication

Skills

  • Management
  • Retirement
  • Wealth Management
  • Series 24
  • Insurance
  • Sales
  • Investments
  • Risk Management
  • Mutual Funds
  • Disability Insurance
  • Employee Benefits
  • Life Insurance
  • Leadership
  • Fixed Annuities
  • Financial Advisory
  • Long-Term Care
  • Retirement Planning
  • Strategic Financial Planning
  • Series 63
  • Series 7
  • Securities
  • Financial Planners
  • Financial Services
  • Series 6
  • Term Life Insurance
  • 63 & 65 Licensed
  • Finance
  • 401k
  • Annuities
  • Iras
  • Finra
  • Portfolio Management
  • Estate Planning

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Kelly Sullivan — Manager of Life Insurance Sales at First Citizens Wealth in Raleigh-Durham-Chapel Hill, NC, US | Unifers