Kelly Lloyd
Norwalk
Summary
Accomplished distribution executive with 20+ years in financial services, focusing on sales leadership and advisor engagement in defined contribution and wealth management. Track record of successfully driving retirement income solution adoption and managing high-performing national sales teams. Expertise in developing strategic partnerships and improving advisor capabilities, resulting in significant sales increases. Strong background in CRM management and conflict resolution, enhancing product visibility in competitive environments.
Overview
11
11
years of professional experience
1
1
Certification
Work History
Regional Vice President- Defined Contribution Distribution
Allianz Life
Minneapolis
04.2022 - Current
- Drove initiatives dedicated to formulating and executing go-to-market strategy for rollout of new distribution channel and product for Allianz in Defined Contribution market.
- Spearheaded and deployed extensive national sales strategy for lifetime income products within D.C. markets utilizing educational events and industry conferences.
- Executed a regional distribution strategy for in-plan income annuities through top retirement advisors and record-keeper partnerships.
- Developed and nurtured strategic stakeholder relationships, boosting product visibility and adoption rates.
- Assisted with the creation of sales structure, CRM implementation, onboarding protocols, and marketing strategies.
- Analyzed issues to drive continuous improvement initiatives through education and FinTech demonstrations for advisors.
- Facilitated nationwide presentations, field events, and educational programs to enhance advisor capabilities.
- Managed Salesforce CRM pipeline effectively, ensuring accurate tracking of activity, opportunities, and sales.
- Collaborated with cross-functional teams to align goals and enhance operational efficiency.
Sales Executive - Account Management
FIS
Jacksonville
12.2018 - 03.2021
- Acted as the primary client account manager for existing software customers, established excellent rapport, and provided services for employee benefit professionals who manage record-keeping, administration, compliance, document generation, testing, and reporting of qualified retirement and health benefit plans.
- Coordinated, developed, and implemented sales and marketing strategies within my region to drive sales, and reach all sales goals and objectives. 2020 was my most successful sales year, achieving my annual goal in October, and ending the year at 170%.
- Initiated contact with prospective customers, developed new account relationships. Solicited and maintained a network of prospects.
- Structured and closed client deals through effective proposal presentations.
Partnered with legal team to ensure accurate creation and timely updates of client contracts. - Demonstrated product knowledge, including various solutions, markets, and competitive intelligence. Provided product marketing support and specialized product sales expertise.
Regional Manager – West
Voya Financial Advisors
Des Moines
07.2014 - 07.2018
- During my tenure at Voya Financial, I managed numerous functions of the Broker-Dealer, focused on delivering superior services, advice, and support to Voya Financial Advisors’ field representatives and field managers.
- Operated as chief client relationship manager, building outstanding rapport with field leaders and top advisors to boost sales, recognize concerns, priorities, challenges, and training necessities.
- Coordinated, developed, and implemented targeted sales and marketing strategies in my region, which led to successfully increasing the overall sales (per representative) year over year by 5-10% among Voya Financial Advisors.
- Acted as annuity subject matter expert at Voya Financial Advisors.
Oversaw product management and marketing for both new and existing annuities.
Performed in-depth due diligence on all new annuity products.
Created results-driven strategies for annuity product shelf optimization. - Developed comprehensive vendor management and relations packages to enhance collaboration.
Acted as key contact for stakeholders, facilitating effective contract negotiations. - Created and delivered presentations at conferences, branch meetings, workshops, and webcasts on business processes, sales strategies, succession planning, book segmentation, and industry trends.
Education
Bachelor of Arts - Corporate Communications and Business Mangement
Simpson College
Indianola, IA05-2001
Skills
- Sales team leadership and territory management
- Retirement planning strategies
- In-plan lifetime income solutions
- Annuity distribution expertise
- Territory growth management
- Training and coaching financial advisors
- Event and sales presentations
- Salesforce CRM proficiency
- Product messaging and content creation
- Client relationship and account management
- Consultative selling techniques
- Market entry strategies
- Vendor negotiation skills
- Complex problem-solving abilities
- Conflict resolution expertise
Certification
- Passed Exams- FINRA Series 6,26, and 63 – Expired - Willing to retest
- Insurance License – All States
References
Available upon request
Work Preferences
Flexible / Remote, Open to travel up to 75%
References
References available upon request.
Timeline
Regional Vice President- Defined Contribution Distribution
Allianz Life
04.2022 - Current
Sales Executive - Account Management
FIS
12.2018 - 03.2021
Regional Manager – West
Voya Financial Advisors
07.2014 - 07.2018
Bachelor of Arts - Corporate Communications and Business Mangement
Simpson College