Kristin Hayes
LAND O LAKES,FL
Summary
Retirement Plan Consultant passionate about building and enhancing relationships with clients, partners and team members. Results-driven with proven ability to ensure client satisfaction while proactively optimizing service and revenue opportunities.
Overview
30
30
years of professional experience
1
1
Certification
Work History
Retirement Plan Consultant
Adcock Financial Group
03.2007 - Current
- Partner with advisors and team members to enhance relationships with key decision makers of 50+ companies. Plan assets range from $2-$200 million.
- Collaborate with team members, platform providers, TPA partners and auditors to present plan demographic reviews, Investment reviews and results of executed communication strategies.
- Determine client needs and expectations and use these opportunities to introduce beneficial solutions (AUM, participant growth, Retirement Readiness goals).
- Serve as a intermediary to maintain client relationships including escalating issues and resolving relationship impacting situations.
- Manage individual plan profitability including reviewing and coordinating revenue impacting fund changes, marketing costs, and profitability of enhancing service contracts.
- Play a vital role in the sales, plan design and implementation process including participating in the finals presentations, monitoring the implementation process and coordinating participant communications.
- Consulting with clients on mergers and acquisitions, both stock and asset purchases and private equity takeovers.
- Streamlined plan administration processes for increased efficiency and reduced errors.
- Updated clients on changes in tax laws and other regulations affecting investments.
- Provide Secure Act 2.0 and 3.0 regulation updates
- Developed and maintained strong relationships with clients to maximize satisfaction.
- Optimized client portfolios by conducting thorough investment analyses and making data-driven recommendations for change when necessary.
- Analyzed market trends and emerging regulations, staying abreast of key developments impacting the retirement planning landscape.
Benefits Specialist - Work Secure
Principal Financial Group Inc
01.2006 - 03.2007
Account Executive
The Principal Financial Group
02.2003 - 01.2006
- Attended networking events to build relationships and identify sales opportunities.
- Developed and maintained strong working relationships with professionals within assigned territory.
- Stayed current on company offerings and industry trends.
- Provided plan design, investment reviews and education meetings for a book of clients of various assets sizes.
Client Service Associate/Pension Underwriter
Principal Financial Group Inc
01.1997 - 02.2003
- Developed highly empathetic client relationships and earned reputation for exceeding service standard goals.
- RFP preparation
- Worked with advisors across the country on plan design and cost analysis
- Actively participated in team meetings and initiatives focused on continuous improvement across various areas of the business.
- Developed and implemented customer satisfaction surveys to measure customer service quality.
Assistant Manager
The Limited/Express
01.1994 - 12.1996
- Opened and closed location and monitored shift changes to uphold successful operations strategies and maximize business success.
- Promoted teamwork within the workplace by encouraging collaboration among staff members on various project tasks.
- Scheduled staff shifts to ensure proper coverage during peak shopping hours without exceeding labor budgets.
- Oversaw daily cash reconciliations, ensuring accurate financial reporting and minimizing discrepancies.
Education
BBA - Business Administration
Iowa State University
Skills
- Creative problem solver
- Strong issues based consulting skills
- Excellent inter-personal, communication and presentation skills at all organization levels
- Team centered
- 25 years in depth Defined Contribution, Defined Benefit, 401(k), 403(b), and Executive Compensation plan relationship management
- Strong organization, planning and time management skills
Accomplishments
- Neutralized and saved key client reassigned to me for this task. Saved the company $35 million client while increasing annual flow 25% by implementing auto-enroll, annual auto-increase. 85% success rate, 1050 participants
- Requested by several Key Advisors to either remain assigned or be assigned as Client Relationship Manager for business that surpasses Core Market size.
Certification
Series 6, 63 NC Life & Health
Skills
Data Retrieval, ERISA, Benefits, Client Relations, Corporate Benefits, Compliance Testing, Relationship Management, Finalist Presentations, Microsoft Suite, Salesforce
Timeline
Retirement Plan Consultant
Adcock Financial Group
03.2007 - Current
Benefits Specialist - Work Secure
Principal Financial Group Inc
01.2006 - 03.2007
Account Executive
The Principal Financial Group
02.2003 - 01.2006
Client Service Associate/Pension Underwriter
Principal Financial Group Inc
01.1997 - 02.2003
Assistant Manager
The Limited/Express
01.1994 - 12.1996
BBA - Business Administration
Iowa State University
Similar Profiles
Andrew ReschAndrew Resch
HR Generalist at Adcock Transport / Adcock BrothersHR Generalist at Adcock Transport / Adcock Brothers
PATRICIA DE'ATHPATRICIA DE'ATH
Administration receptionist at Adcock SolicitorsAdministration receptionist at Adcock Solicitors
Laura CarmodyLaura Carmody
Market Research Consultant at Figure AI / Brett AdcockMarket Research Consultant at Figure AI / Brett Adcock
George HolecskoGeorge Holecsko
Financial Consultant at Charles SchwabFinancial Consultant at Charles Schwab
Melanie LyonsMelanie Lyons
Scholarships and Student Engagement Coordinator at University of South FloridaScholarships and Student Engagement Coordinator at University of South Florida