As the Regional Vice President at Eagle Life Insurance Company, Travis Chfc leverages over 25 years of extensive experience in the financial services industry to drive growth and foster strong relationships with advisors across a diverse territory that includes Oregon, Washington, Alaska, Montana, Idaho, Northern...
As the Regional Vice President at Eagle Life Insurance Company, Travis Chfc leverages over 25 years of extensive experience in the financial services industry to drive growth and foster strong relationships with advisors across a diverse territory that includes Oregon, Washington, Alaska, Montana, Idaho, Northern Nevada, Northern California, and Hawaii. His role is pivotal in enhancing the capabilities of Bank Broker Dealers, where he employs a consultative approach to empower financial advisors to elevate their sales performance. By focusing on tailored solutions, Travis assists advisors in navigating complex client needs, ultimately leading to increased sales and improved client satisfaction.
Travis's expertise encompasses a wide array of skills, including sales presentations, asset management, and regulatory compliance, which he utilizes to conduct impactful training sessions on lead generation, referral strategies, and product understanding. His commitment to relationship building is evident in his active involvement in client and branch events, where he helps advisors overcome objections and enhance their service delivery. Key projects under his leadership often involve organizing seminars that not only educate advisors but also create networking opportunities that foster collaboration and growth within the financial advisory community.
Travis’s proficiency in managing separately managed accounts and his certifications, including Series 7 and Series 66, further bolster his ability to provide comprehensive support to advisors. His results-oriented mindset and deep industry knowledge position him as a trusted partner for financial professionals seeking to navigate the evolving landscape of financial services, ensuring they are equipped to meet the demands of their clients effectively.
