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Brendon Kelly
Vice President - Retirement @Ash Brokerage
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WORK HISTORY
Vice President - Retirement @Ash Brokerage
Fort Wayne, IN, US
As the Vice President of Retirement at Ash Brokerage, my primary focus is on business development with responsibility for product positioning, marketing strategies and relationship continuity with insurance carriers. I have a deep understanding of Fixed, SPIA/DIA and Index annuities as well as advanced marketing concepts using these financial service vehicles. My primary responsibilities include:•Prioritizes business plans through segmentation in order to achieve highest return on sales production.•Continuously analyzes territories to assess market changes or trends.•Leads or coordinates training, webcasts and conference calls for colleagues.•Proactively sets sales meetings visits and prepares agendas in advance (going in with a purpose). Afterwards, summarizes next steps and follows through on commitments. •Reports sales activity and production as required.•Maintains ongoing knowledge on industry trends, advanced marketing concepts and company products.•Leverages the Company’s expertise by working effectively with other business line leaders.•Consistently looks for “value adds” through service and selling ideas.Ash Brokerage’s team of more than 300 industry experts are committed to investigating, analyzing and comparing products and sales concepts to ensure the advisor has all the right solutions. We provide advisors with hands-on expertise as well as an unbiased and objective analysis of their clients’ insurance needs. Helping advisors choose what options best fit their client needs looking at all potential options
EDUCATION
Ball State University - Miller College of Business
Bachelor of Science (BS), Business, Management, Marketing, and Related Support Services
SKILLS
ABOUT BRENDON KELLY
Every day it is a great joy to help those who are helping others find protection and security for their planning needs. As the Vice President of Retirement for Ash Brokerage, I work with an experienced team of annuity specialists to find customized ways to impact and enhance the practices of those in the financial services profession. Ash Brokerage is committed to making an impact – in business and in lives. With a small company feel, yet big company capabilities, we maintain our focus on building relationships while simultaneously transforming the financial services industry with innovative insurance solutions. Our partners and their clients receive the personal, caring service they deserve, with the results they want and need.• Securities offered through Integrity Capital, LLC.• Testimonials and endorsements received from my Connections were not solicited and they did not receive any form of compensation.[The views expressed on this website are mine alone and do not necessarily reflect the views of my employer.]
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