Kendra B. Hogan
San Diego,CA
Summary
Dynamic Account Manager with 20+ years of expertise in building partnerships, retaining key accounts and enhancing profit channels.
Results-oriented leader with proven ability to exceed targets and drive success in fast-paced environments. Combines strategic thinking with hands-on experience to deliver impactful solutions and maximize sales opportunities.
Overview
22
22
years of professional experience
Work History
Senior Field Director, Strategic Accounts
PACIFIC LIFE INSURANCE COMPANY
Newport Beach, CA
01.2022 - Current
- Partner with Merrill Lynch, Morgan Stanley, JP Morgan and Stifel to identify the best sales opportunities for Pacific Life’s wholesalers within the Consumer Markets Division.
- Align Pacific Life’s messaging with the initiatives of our partner firms to ensure our wholesalers understand our competitive advantages and are efficient with their time. Work closely with sales leadership to ensure our simplified messaging is consistent with our division’s goals.
- Work with many departments within each broker dealer (legal counsel, product compliance and analysts, sales, marketing, operations etc.) to obtain approval of our variable annuities, fixed annuities, fixed indexed annuities, registered indexed-linked annuities and mutual funds.
- Represent Pacific Life at broker dealer conferences, present to sales desks, and work with my firms' centers of influence to uncover areas of growth and promote ways of maximizing sales opportunities for our organization.
- Foster strong relationships among stakeholders within Pacific Life and the firms that I cover in order to enhance collaboration and support for ongoing initiatives.
- Currently represent “Women in Sales” on Pacific Life’s Women@PL Board and I am also a member of San Diego Women Leaders (the San Diego Chapter of the Women Leaders Association) and have participated in several panels to provide insight into becoming a leader at work and in the community.
- Served on our Wholesaler Advisory Group (WAG) team as the first representative from Strategic Accounts. It was an opportunity to improved Product, Marketing, Service, and Sales Enablement experience for our broker dealers, financial professionals, and clients.
Director, Strategic Partnerships
PACIFIC LIFE INSURANCE COMPANY
01.2014 - 01.2021
- Started as Senior Account Manager and was promoted to Director after successfully taking over primary management of Edward Jones, as well as growing our sales within Charles Schwab and launching a new partnership with TIAA-CREF.
- Worked closely with Schwab and TIAA-CREF wholesalers while we consistently increased sales YOY. This was a critical part of managing the partnership since Pacific Life did not wholesale to Schwab and TIAA.
- From 2014 to 2021, I covered a combination of the following firms: Edward Jones, Morgan Stanley, Merrill Lynch, ATRIA Wealth Solutions, Stifel, RBC, Robert W. Baird, and Securian.
- Recognized by LIMRA in 2017 as one of the “25 Rising Stars of Distribution under 40 in the financial services industry”.
- Received Pacific Life’s “Account Manager of the Year” award in 2018.
Internal Account Manager, National Accounts
PACIFIC LIFE INSURANCE COMPANY
01.2011 - 01.2013
- Received 2013 Retirement Solutions Division “Leader of the Pac” Award for providing optimal support to our Wirehouse firms, for becoming the “go to” person on our internal team, and for being the first annuity carrier to successfully launch an annuity partnership with Charles Schwab.
- Received promotion to Internal Account Manager by enhancing our existing relationships within the Regional/Wirehouse Channel and maximizing sales opportunities for our sales teams.
Senior Broker Dealer Coordinator, National Accounts
PACIFIC LIFE INSURANCE COMPANY
01.2005 - 01.2011
- Started as Broker Dealer Coordinator and attained senior designation by demonstrating excellent relationship management skills with broker dealer partners. Those partners included: Merrill Lynch, Morgan Stanley, UBS Financial Services, Wells Fargo Advisors (three channels), Raymond James (three channels), RBC Capital Markets, Robert W. Baird, Morgan Keegan, Janney Montgomery Scott, Hilliard Lyons, Oppenheimer & Co, Davenport & Co, and Scott & Stringfellow.
- Provided support to our internal and field National Accounts Regional/Wirehouse team with the mutual goal of effectively and efficiently maximizing our sales and marketing opportunities.
- Developed strategic plans for product launches as well as marketing focuses and campaigns so National Accounts could provide our sales teams with ongoing opportunities to increase market share at our focus firms.
- Supported and represented broker dealer feedback for several key areas within the Retirement Solutions Division including External and Internal Wholesaling, Product Development, Investment Marketing, Marketing Communications, Compliance, Finance, and Operations.
Annuities Specialist, Customer Service
PACIFIC LIFE INSURANCE COMPANY
01.2004 - 01.2005
- Supported management by conducting research to resolve escalated cases and assisted management with special projects centered around new strategies to increase efficiency and productivity within the Operations department.
- Answered incoming calls from clients and registered representatives regarding Pacific Life’s variable annuities ranging from operational procedures, contract values, fund performance, and product/rider information.
Education
BA - Speech Communication with a Specialization in Organizational Communication and a Minor in Spanish
Cal Poly State University
San Luis Obispo, CA01.2003
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Foundation of International Education
London, U.K.01.2001
Skills
- Series 6
- Series 63
- SIE
- California Insurance License #: 4184737 (Life, Variable Life and Variable Annuity)
Timeline
Senior Field Director, Strategic Accounts
PACIFIC LIFE INSURANCE COMPANY
01.2022 - Current
Director, Strategic Partnerships
PACIFIC LIFE INSURANCE COMPANY
01.2014 - 01.2021
Internal Account Manager, National Accounts
PACIFIC LIFE INSURANCE COMPANY
01.2011 - 01.2013
Senior Broker Dealer Coordinator, National Accounts
PACIFIC LIFE INSURANCE COMPANY
01.2005 - 01.2011
Annuities Specialist, Customer Service
PACIFIC LIFE INSURANCE COMPANY
01.2004 - 01.2005
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Foundation of International Education
BA - Speech Communication with a Specialization in Organizational Communication and a Minor in Spanish
Cal Poly State University