Kelsey Cornwell
Summary
Results-driven financial professional with a strong track record in defined contribution distribution. Achieved over 18% YoY increase in sold plan assets and a 75% closed-won ratio in finals presentations. Expertise in relationship management and consultative sales strategy to foster partnerships in the defined contribution marketplace.
Overview
8
8
years of professional experience
1
1
Certification
Work History
Business Development Director
John Hancock Retirement Plan Services
Chicago, IL
11.2023 - Current
- External wholesaler managing retirement plan distribution for the core market (0-50M) in IL, IN, and IA
- Achieved 75% closed-won ratio in finals presentations for plan opportunities ranging from 2M to 22M
- Planning and execution of 50+ financial advisor-focused events and presentations annually, driving business development and establishing new advisor relationships
- Comprehensive knowledge of Broker-Dealer and RIA firms, including business models, distribution strategies, and retirement plan advisory practices to increase sold plan assets year over year
Internal Sales Consultant
John Hancock Retirement Plan Services
Boston, MA
10.2018 - 10.2023
- Managed territory of 2000+ financial advisors, understanding retirement plan goals and initiatives across various Broker-Dealer and RIA firms to drive sales
- Executed quarterly marketing campaigns and met weekly outbound call quotas, generating 40+ sales opportunities monthly
- Supported Regional Vice President in NE and IA to achieve annual asset goal of 150M+
Education
Bachelor of Science - Biology
University of Nevada, Reno
Reno, NVSkills
- Sales strategy development
- Relationship management
- Territory management
- Event planning
- Sales presentations
- Defined contribution market knowledge
Certification
- FINRA Series 7, Series 63, and SIE
- Illinois Provider of Life Insurance
Achievement Highlights
- 2025 Business Development Director Elite Award Winner
- #1 Business Development Director in sold plan assets for 2025
- 2022 President’s Cup Winner
Timeline
Business Development Director
John Hancock Retirement Plan Services
11.2023 - Current
Internal Sales Consultant
John Hancock Retirement Plan Services
10.2018 - 10.2023
Bachelor of Science - Biology
University of Nevada, Reno