Summary
Overview
Work History
Education
Skills
Websites
Accomplishments
Licensing
Associations
Timeline
Generic

Kelly Zembo

Sunbury,Ohio

Summary

Dynamic and award-winning marketing executive with 24 years of experience in the financial services sector. I specialize in driving brand growth and demand generation through innovative marketing strategies. My expertise includes leveraging data-driven insights to understand audience behavior and crafting compelling product and content strategies that resonate. Leading a high-performing team, I excel in creating impactful conversational content strategies that enhance brand engagement across advertising, social media, PR, digital marketing, SEO, and marketing technology. These efforts consistently generate demand, create sales opportunities, and deepen client relationships

Overview

19
19
years of professional experience

Work History

Director, Nationwide Retirement Institute Marketing

Nationwide
01.2021 - Current

Leader of Nationwide's thought leadership content strategy and marketing team that uses consumer and financial advisor research and insights to build content that grows Nationwide's brand as a financial services provider.

  • Led the creation of new content strategy in 2021 and currently lead Nationwide thought leadership content strategy
  • Lead a highly engage team of content strategies with an engagement score of 97 out of 100.
  • Achieved a 50% reduction in cost per engaged sessions through paid media efforts.
  • Revamped the website for better SEO and user experience, with a 15% increase in brand new filtering technology and 400% increase in organic impressions in Q2 of 2024
  • Generated over 29 billion PR impressions in 2023 and on pace to double that in 2024.


Sr, Consultant, NRI Marketing

Nationwide
01.2017 - 01.2021

Developed thoughts leadership educational programs that drive brand awareness, engagement, and business outcomes.

  • Built and executed the development and launch of 3 brand new educational thought leadership programs in 3 years
  • Winner of 2 Investment Management Education Awards (IMEA) for thought leadership program content for Tax Efficient Retirement Income and Medicare
  • Led go-to market strategy and tool development for the 'My Medicare Matters' program in partnership with the National Council on Aging; usage was 700 financial professionals
  • Led consumer survey research with PR to drive media impressions, 5 billion for social security


Director, Channel Marketing - Life Insurance, Retail Funds

Nationwide
01.2010 - 01.2017

Developed and executed marketing strategies that drove growth and engagement through our channel partners. Work closely with sales, product, and marketing teams to create and implement programs that enhance partner relationships and drive revenue.

  • Initiated and introduced several cross-channel/cross-product marketing initiatives, resulting in significant improvement in sales run rates, an additional $93M in annuity premiums (over 6 months), and retails funds sales goals growth going from 60% to 101% of stated goals (over 1 year)
  • Organized and carried out 49 events at national meetings and/or private advisor events, with a key focus on building the company's reputation as a leader in the financial services industry


Life Insurance, Product Consultant

Nationwide
01.2008 - 01.2010

Represented and trained the Nationwide Agents in the development of new life insurance products. Responsible negotiating product design and feature that would meet agents needs.

  • Achieved an increase of 50% in applications for a new term life product via product innovation and transparency
  • Moved 100 agents to a new compensation structure with retention at 85%.

Life Insurance, Business Development Consultant

Nationwide
01.2006 - 01.2008

Responsible for design, development, and management of life insurance products that meet the needs of our clients and align with our business objectives. Worked closely with cross-functional teams to ensure the successful launch and performance of our life insurance offerings

  • Launched 3 new life insurance products within an 18-month period and authored the training programs for their introduction
  • Developed and published 14 monthly newsletters on behalf of the President of the division.

Education

Marketing -

Wright State University
Dayton, OH
01.1999

Skills

  • Marketing content strategy
  • Team engagement and coaching
  • Market research and analytics
  • Insight development
  • Brand awareness and engagement
  • Data driven strategy
  • Marketing Technology
  • Budget development
  • Relationship management
  • Business strategy and execution
  • Strategic planning
  • Team management
  • Staff development

Accomplishments

  • WEALTHIES FINALIST, GIGITAL CAMPAIGN OF THE YEAR 2024
  • IMCA SILVER AWARD, TOTAL CAMPAIGN 2024
  • ADVISOR THOUGHT LEADERSHIP WINNER IMEA 2021
  • ADIVSOR CAMPAIGN IMEA WINNER 2019
  • DEMAND GENERATION STEVIES - GOLD AWARD 2012

Licensing

  • Series 6
  • Series 7
  • Series 24

Associations

  • INVESTMENT AND WEALTH INSTITUTE Advance Forum Planning Committees 2018-2023
  • SOCIETY OF ACTUARIES Volunteer, Aging and Retirement Strategic Research Program Committee 2020-2024

Timeline

Director, Nationwide Retirement Institute Marketing

Nationwide
01.2021 - Current

Sr, Consultant, NRI Marketing

Nationwide
01.2017 - 01.2021

Director, Channel Marketing - Life Insurance, Retail Funds

Nationwide
01.2010 - 01.2017

Life Insurance, Product Consultant

Nationwide
01.2008 - 01.2010

Life Insurance, Business Development Consultant

Nationwide
01.2006 - 01.2008

Marketing -

Wright State University
Kelly Zembo