Kimberly McVicker
Des Moines,IA
Summary
Accomplished National Accounts Manager offering 20 years of experience developing and maximizing qualified retirement plan sales. Diligent in building and growing distribution relationships with broker-dealers, RIAs and consulting firms. Expertise in business development and executing marketing strategies to drive growth. Successful record of meeting and exceeding sales and revenue goals.
Overview
33
33
years of professional experience
1
1
Certification
Work History
Sr. Relationship Manager
Principal Financial
2003.03 - 2023.03
- Worked with sales team to collaboratively reach targets, consistently meeting or exceeding personal sales and revenue goals.
- Developed strategic marketing campaigns to build awareness and drive sales growth.
- Planned and attended meetings with distribution partners to cultivate and grow partnerships and opportunities.
- Evaluated and negotiated contracts to procure favorable financial terms.
- Handled customer relations issues, enabling quick resolution, and client satisfaction.
- Developed thorough understanding of key clients' needs and requirements to prepare customized solutions.
- Stayed current on company offerings and industry trends.
- Positioned global capabilities to expand market share.
Client Relationship Consultant
Principal Financial
1990.03 - 2003.03
- Promoted superior experience by addressing client concerns, demonstrating empathy, and resolving problems swiftly.
- Improved product and technical knowledge on continuous basis to provide optimal service.
- Collaborate with sales team and financial professionals on best service strategy for each client.
- Consult with clients on qualified plan related issues such as plan design, compliance testing and enhancing savings outcomes for plan participants.
Education
No Degree -
Des Moines Area Community College
Ankeny, IASkills
- Business Strategies
- Revenue Growth
- Plan and oversee Budgets
- Public Speaking
- Stakeholder Relationship Management
- Special Event Projects
- Team Training
Accomplishments
- Recognized as key accounts partner of the year 5 times by external distribution partners.
- Successfully managed multi-million dollar annual marketing budget.
- Realized annual cost savings in excess of $1 million by renegotiating partnership agreements.
Certification
FINRA Series 7 Registered Representative
Timeline
Sr. Relationship Manager
Principal Financial
2003.03 - 2023.03
Client Relationship Consultant
Principal Financial
1990.03 - 2003.03
No Degree -
Des Moines Area Community College
FINRA Series 7 Registered Representative
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