KENDALL STICE
Loomis,CA
Summary
Dynamic, results‑driven wholesaler with a proven record managing national territories and supporting top consulting firms. Consistently exceeds goals through determination and strategic execution. Energetic and relationship‑focused, skilled at building strong advisor partnerships that drive growth and deliver impactful retirement and benefit plan solutions.
Overview
13
13
years of professional experience
1
1
Certificate
Work History
VP, Healthcare Consultant Relations
Fidelity Investments
03.2023 - Current
- Lead strategic priorities and wholesaling across HSA, H&W & Retirement solutions, partnering with Benefits Consultants and Retirement Advisors to drive outcomes.
- Maintain and grow national consulting firm relationships (WTW, Newfront, MMA, Gallagher, HUB) to expand consultant engagement and pipeline.
- Spent 100+ nights in‑territory (2025) executing advisor events and conferences, generating 84 new opportunities in a new market.
- Built a strategic alliance with Newfront, producing 27 new opportunities and 10+ HSA/DC wins in 2024.
- Secured preferred vendor status with MMA Southwest & West, increasing visibility and regional HSA penetration.
- Partner with Consultant Relations on joint DC/Benefits meetings including HUB National Summit to strengthen advisor influence.
- Developed and hosted advisor events with DFW SHRM at the Fidelity campus, driving strong DC and HSA pipeline growth.
VP, HSA Account Executive
Fidelity Investments
02.2020 - 02.2023
- Awarded President’s Circle (2022) for top national sales performance.
- Managed the end to end corporate HSA and RA sales lifecycle for plans from $0 to $50M by executing a consultative approach (prospecting through implementation) that mirrored complex DC plan sales methodologies.
- Wholesaled HSA/RA solutions to internal partners (MDs, DC AEs) and to the Advisor and Consultant community, aligning offerings with broader retirement plan strategies.
- Set a new company HSA sales record with 114 wins in 2022, fully implementing all plans and maintaining the #1 ranking in HSA assets sold.
- Achieved a previous company record with 108 wins in 2021, again ranking #1 in HSA assets.
- Secured 61 wins in 2020 (Mar–Dec) during pandemic disruptions, demonstrating resilience and strong market adaptability. First year in role, showcasing ability to quickly learn and sell new product.
- Oversaw end‑to‑end implementation of all HSA wins and transitioned new plans to MDs, ensuring a seamless onboarding process similarities to 401(k) plan installation.
401k Internal Wholesaler
Fidelity Investments
08.2017 - 02.2020
- Ran qualification meetings with plan sponsor and advisors
- Drove high volume outbound prospecting to Retirement Advisors and plan sponsors through targeted cold calling and lead generation outreach.
- Achieved 100% Club (2019) recognition for top internal wholesaling performance.
- Contributed to 7 new plan wins totaling $124M AUA, strengthening territory pipeline and supporting external wholesalers’ production.
- Delivered exceptional 2019 activity results (Jan–Jun): 101% of dial goal, 120% of lead goal, 120% qualified leads, and 100% statement collection, consistently exceeding internal wholesaler performance KPIs.
- Ranked among top internal wholesalers nationally in 2018: #2 in AUA with 5 wins totaling $67M, #1 in dials, #2 in wins, #2 in A/B leads, #2 in statements collected, and #3 in qualified leads.
- Served as the top lead generator for both Regional Directors and Mid‑Market teams, consistently fueling advisor pipelines and accelerating DC plan sales opportunities.
Retirement Solutions Representative
FIDELITY INVESTMENTS
08.2016 - 07.2017
- Understand DC plan designs
- 2017 Excellence in Action award winner
- Discuss financial planning and tax implications of transactions while understanding the participant’s situation and leveraging Fidelity solutions.
- Covers plan option education to ensure participants on their account, rollover, and investment options.
- Manage a book of 700+ participants, setting appointments, issuing follow-up material, and creating a sales pipeline.
Investment Solutions Representative
Fidelity Investments
11.2015 - 08.2016
- Engaging clients in a consultative planning discussion
- Engage in insightful conversations with clients regarding economic market conditions.
- Identify investments solutions through consultative selling skills.
Premium Relationship Associate
Fidelity Investments
03.2015 - 11.2015
- Top 5% in GAR and top Hustle nationally. High Opp EIA winner.
- Outbound calling to inactive 401k plan participants to discuss options moving forward
Senior Financial Representative
E*TRADE FINANCIAL
05.2013 - 11.2014
- Recognized multiple times for excellent customer service by management and clients
Education
BACHELOR OF SCIENCE - Financial Planning & Counseling
University of Utah
Salt Lake City, UT2018
Skills
- Consistently optimistic
- Resilience under pressure
- Building professional connections
- Territory Management
- Innovative Wholesaler
- Events & Conferences
- Sales expertise
- Cross-departmental collaboration
Certification
Series 7, 63, and 66
Accomplishments
- Circle of Excellence Winner 2022
- Broke Fidelity's HSA Sales Record: Achieved back-to-back record-breaking years.
- 100% Club: Member in 2019, 2021 and 2022
- HSA Sales Leader in Assets: 2021 & 2022
- Regional Co-Lead: Co-led the Women's Leadership Group (WLG).
- Mentorship: Acted as a mentor in the Aspire, WLG, and internship programs.
- Lift Sponsorship program: Participated in the executive level mentoring program with senior leadership.
Timeline
VP, Healthcare Consultant Relations
Fidelity Investments
03.2023 - Current
VP, HSA Account Executive
Fidelity Investments
02.2020 - 02.2023
401k Internal Wholesaler
Fidelity Investments
08.2017 - 02.2020
Retirement Solutions Representative
FIDELITY INVESTMENTS
08.2016 - 07.2017
Investment Solutions Representative
Fidelity Investments
11.2015 - 08.2016
Premium Relationship Associate
Fidelity Investments
03.2015 - 11.2015
Senior Financial Representative
E*TRADE FINANCIAL
05.2013 - 11.2014
BACHELOR OF SCIENCE - Financial Planning & Counseling
University of Utah
Languages
Bilingual - English and Spanish