KENDALL STICE
Summary
Innovative external wholesaler with a proven track record of managing the central U.S. territory, serving top Benefits Consultant firms. Known for consistently achieving company goals through grit and tenacity. Highly energetic and positive, excelling in building quick and effective relationships to close business.
Overview
12
12
years of professional experience
1
1
Certification
Work History
VP, Healthcare Intermediary Business Development
Fidelity Investments
03.2023 - Current
- Manage strategic priorities and wholesaling for HSA, RA, and H&W with Benefits Consultants.
- Own key relationships with WTW, Lockton, MMA, and Aon and more.
- Spent 100+ nights in territory in 2024, hosting events and attending conferences, resulting in 84 new opportunities in brand new territory.
- Formed an exclusive alliance with Newfront, generating 27 new opportunities and 10 HSA wins in 2024.
- Established MMA SW as a preferred HSA vendor, increasing market penetration.
- Collaborated with Consultant Relations for DC/Benefits meetings, including HUB national summit, enhancing client engagement.
- Developed and hosted unique events with DFW SHRM on WLK campus, driving significant DC/HSA exposure and opportunities.
HSA Account Executive
Fidelity Investments
02.2020 - 02.2023
- Managed the entire HSA/RA sales process, including prospecting, product presentations, contract negotiation, and full implementation.
- Emphasized wholesaling to internal partners (MDs and DCs) and the Advisor and Consultant community.
- Achieved 114 wins in 2022, leading in HSA sales assets.
- Secured 108 wins in 2021, leading in HSA sales assets.
- Recorded 61 wins in 2020 (March-December) during the pandemic year.
- Full Implementation: Successfully implemented all HSA wins and transitioned them to MDs.
Regional Sales Consultant
Fidelity Investments
08.2017 - 02.2020
- 7 Wins and AUA $124MM
- Dials -101%, Leads - 120%, Qualified - 120%, Statements - 100% of Goal
- #2 AUA Nationally- 5 wins totaling $67MM
- Top Lead Generator for RD & Mid 2018
- #1 Dials, #2 Wins, #2 A/B Leads, #2 Statements Collected, #3 Qualified Leads
Cold calling
100% Club 2019
2019 Results (Jan-2019 To June-2019)
2018 Rankings Nationally (Jan-2018 To Dec-2018)
Retirement Solutions Representative
FIDELITY INVESTMENTS
08.2016 - 07.2017
- 2017 Excellence in Action award winner
Investment Solutions Representative
Fidelity Investments
11.2015 - 08.2016
- Consistent top performer branch referrals #46 out of 366.
Premium Relationship Associate
Fidelity Investments
03.2015 - 11.2015
- Top 5% in GAR and top Hustle nationally. High Opp EIA winner.
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
- Infectiously Positive
- Grit
- Relationship Building
- Territory Management
- Innovative Wholesaler
- Events & Conferences
- Sales expertise
- Internal organizational navigation and networking
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 and WLG programs.
- Lift Sponsorship program: Participated in the program for the past three years under Jim McAloon, Amber Burgemeir, and Jarrad Smith.
Languages
Bilingual - English and Spanish
Timeline
VP, Healthcare Intermediary Business Development
Fidelity Investments
03.2023 - Current
HSA Account Executive
Fidelity Investments
02.2020 - 02.2023
Regional Sales Consultant
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
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