Christine Travis, ChFC, CLTC in

Christine Travis, ChFC, CLTC

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Vice President of Sales at AgencyONE Insurance Marketing Group LLC
📍 New York City Metropolitan Area, United States

Christine Travis is the Vice President of Sales at AgencyONE, bringing over 22 years of experience in financial services. She specializes in life insurance for estate planning, business succession, and executive benefits. Christine is also an Arresty Scholar from The Wharton School, with a focus in Leadership.

An Arresty Scholar at The Wharton School, she holds a Certificate of Professional Development in Leadership.

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Experience
22 Years
Current Role
Vice President of Sales
Job Level
Senior
Location
New York City Metropolitan Area, United States
Personality Overview

How Christine shows up

Communication Style
Decision Approach
Work Preference

Behavioral traits and communication patterns that shape how this person evaluates opportunities, builds trust, and makes decisions in professional settings.

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Priorities

Topics Christine cares about

High-Net-Worth Clients
Her work focuses on estate planning and business succession. She also shares content about strategies for working with business owners and high-net-worth individuals.
Long-Term Care
Specializes in long-term care hybrid products and has a CLTC designation, indicating deep expertise in this area of financial planning.
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Career

Work history

2-2025
Vice President of Sales
AgencyONE Insurance Marketing Group LLC
1-2018 - 1-2025
Business Development Vice President
Nationwide Financial
1-2011 - 12-2017
Regional Vice President
Nationwide Financial
5-2008 - 1-2011
Investment Advisory Representative
Nationwide Financial
2005 - 2008
Partner
New York Life Insurance Company
In the press

Media appearances

No media yetWe could not find public media appearances for this person.
Education
2016 - 2019
Certificate of Professional Development
The Wharton School
2014 - 2019
Bachelor's Degree
Thomas Edison State University
ChFC
The American College of Financial Services
Social presence
in
Behavioral profile

DISC profile (public)

DISC behavioral profile

Dominance, influence, steadiness, and calculativeness scores with guidance on how this person prefers to communicate and decide.

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