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Kelly J. Wagner
Senior Client Manager

Kelly joined The Bensman Group in 2014 assisting the Employee and Corporate Benefits Department in implementing a new database management system.  In 2015, Kelly filled the Client Service Representative position in the Individual Insurance Department and shortly after became licensed in life and health insurance. Her enjoyment in learning has cultivated her knowledge in life, disability and long-term care insurance, and in 2016 Kelly was promoted to Senior Client Manager of the Individual Insurance Department.

In her current position, Kelly handles policy changes and develops opportunities for new insurance, and aids in the submission of new business. In addition, Kelly is a key member of The Bensman Group’s Epic Committee which helps manage the effective and efficient use of our Agency Management System.

Education, Designations, Licenses, and Organizations
Kelly graduated cum laude from Bradley University earning a B.S. in Business Management with a concentration in Entrepreneurship.

Kelly holds Investment Company Products/Variable Contracts Limited Representative (Series 6).

Kelly lives in Grayslake, and enjoys volunteering for Grace to Share Food Pantry and Ronald McDonald House Charities, among other organizations.  Kelly also enjoys traveling, running and spending time with family and friends. 

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Securities offered through Kestra Investment Services, LLC (Kestra IS), member FINRA/SIPC. Investment Advisory Services offered through Kestra Advisory Services, LLC (Kestra AS), an affiliate of Kestra IS. The Bensman Group, Bensman Associates Ltd., Bensman Risk Management, Inc., or Schemata, LLC. is not affiliated with Kestra IS or Kestra AS. Kestra IS and Kestra AS do not offer tax or legal advice and are not Certified Public Accounting Firms.

This site is published for residents of the United States only. Registered Representatives of Kestra IS and Investment Advisor Representatives of Kestra AS may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed. Not all products and services referenced on this site are available in every state and through every representative or advisor listed. For additional information, please contact Kestra IS and Kestra AS Compliance Department at 737-443-2582.

This communication is strictly intended for individuals residing in the state(s) of IL. No offers may be made or accepted from any resident outside the specific states referenced.

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