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Justin Sykes, Cltc

Regional Vice President, Advisor at Millennium Brokerage Group, LLC
Intro Book
Seasoned insurance professional with CLTC certification and extensive sales experience.
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Location
Charlotte Metro, US
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Bio

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Justin Sykes is a seasoned insurance professional with extensive experience in sales, leadership, and long-term care. He holds various certifications, including CLTC, and has worked with prominent companies like Millennium Brokerage Group, LLC, Nationwide Financial, and KeenanSuggs Insurance. With a strong educational background in business administration, Justin has developed a unique expertise in the insurance industry.

Credentials

  • Medicare Supplement & Long-Term Care License
    North Carolina Department of Insurance
    Nov, 2018
    - Apr, 2026
  • Series 65 - Uniform Investment Adviser Law
    Financial Industry Regulatory Authority (FINRA)
    Jun, 2016
    - Apr, 2026
  • CLTC - Certification in Long-Term Care
    The Corporation for Long-Term Care Certification, Inc.
    Apr, 2016
    - Apr, 2026
  • Series 26 - Investment Company and Variable Contracts Products Principal
    Financial Industry Regulatory Authority (FINRA)
    Jun, 2015
    - Apr, 2026
  • Land As Your Legacy Certified Advisor
    Nationwide Financial
    Apr, 2014
    - Apr, 2026
  • Series 63 - Uniform Securities Agent State Law
    Financial Industry Regulatory Authority (FINRA)
    Jan, 2014
    - Apr, 2026
  • Series 6 - Investment Company and Variable Contracts Products Representative
    Financial Industry Regulatory Authority (FINRA)
    Nov, 2012
    - Apr, 2026
  • Life & Health License
    North Carolina Department of Insurance
    Feb, 2004
    - Apr, 2026
  • Property & Casualty License - In Progress
    North Carolina Department of Insurance

Experience

  • Millennium Brokerage Group, LLC
    • Charlotte, NC
    • Regional Vice President, Advisor
      • Jan 2019 - Present
      • Charlotte, NC

  • Nationwide Financial, NFN
    • Southeastern Region
    • Director, Financial Sales / External Wholesaler
      • Oct 2011 - Dec 2018
      • Southeastern Region

      • Manage financial production of property & casualty agency network in Southeast region to achieve territory production objectives.• Partner with financial advisors and property & casualty leadership to drive production by setting goals and developing and implementing agency sales processes.• Conduct client seminars on topics including long-term care, retirement planning, and asset preservation/wealth transfer.• Assist advisors in product/process familiarity, case design, and client point of sale presentations.• Earned three promotions in seven years.• Increased life insurance, long-term care insurance, and annuity production of independent and exclusive agency distribution channels each year since 2011.• Responsible for regional production of $97M in proprietary Life & Annuity premium from eight territories in 2017.• Qualified recurrently for NFN Leaders Conference by exceeding sales goals and meeting annual performance objectives.

  • KeenanSuggs Insurance
    • NC & SC
    • Benefits Broker
      • Apr 2009 - Sep 2011
      • NC & SC

      • Expanded an established South Carolina independent agency into North Carolina market focusing on health insurance, group ancillary benefits, and life insurance.• Worked with employer groups to identify the needs and long-term objectives of their employee benefit plans, then negotiated plan design, pricing, and contract features with insurance carriers. • Managed team of account representatives and marketing coordinators in the marketing, enrollment, and service support for group clients as a part of both first year and annual renewal processes.• Obtained new group client contracts for health and ancillary coverages and leveraged relationships to earn exclusive endorsements of multiple business associations.

  • Meridian Benefits
    • NC & SC
    • Employee Benefits Producer
      • Jun 2001 - Apr 2009
      • NC & SC

      • Began as a Sales Assistant in 2001 while in college. Promoted to Group Sales Representative (wholesale capacity) in 2004 after graduating. Promoted again in 2006 to Employee Benefits Producer (retail capacity) as company's distribution strategy evolved.• Recruited agents as wholesale partners and prospected group accounts as retail clients to drive employee benefits premium production in North and South Carolina.• Managed relationships with Underwriters and Sales Vice Presidents of multiple insurance carriers.• Trained and managed Sales Assistants in their daily activities and performance.• Met or exceeded sales goals in each production year; goals were tracked by monthly and annual premium production, sold-case count, and quote activity.• Generated 40% of company’s new business premium while maintaining $12M inforce block of business with persistency in excess of 90%.• Named 2004 Rookie of the Year.

Education

  • 1999 - 2003
    University of North Carolina at Charlotte
    Bachelor of Scence in Business Administration, Management
  • 1996 - 1999
    East Mecklenburg High
    High School Diploma
  • 1990 - 1996
    Charlotte Christian School

Suggested Services

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Industry Focus. “Insurance and Risk Management”

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