Kim Pacheco

About Kim Pacheco

My passion lies with helping others succeed and reach their full growth potential. At Lockton, we put the client\'s interests first in everything we do and take care of our Associates and communities. I get to help our top leaders make those interests a reality by developing strategies to grow our business that enables a top tier service experience for our clients and their businesses. What makes Lockton stand apart is also what makes us better: independence. Lockton\'s private ownership empowers its 11,700+ Associates doing business in over 145 countries to focus solely on clients\' risk, insurance and people needs. With expertise that reaches around the globe, Lockton delivers the deep understanding needed to accomplish remarkable results.

Experience

1. VP, Director of Regional Growth

   Lockton

   Apr 2023 — Present · Dallas, TX, US

   Develop, coordinate, and execute regional growth strategies for the Dunning Series of Lockton, including:• Manage entire evolution of Producer journey at Lockton.• Uphold Lockton standards to protect and foster the revered culture our foundation was built on.• Ensure Producers understand and are living by the Producer Commandments and Lockton Philosophies, in partnership with the Series Presidents and CEO.• Set and execute Producer lifecycle priorities, in partnership with Series CEO, COO and Executive Committee and Presidents.• Drive development of multi-year business plans to enable growth across all markets, specifically focused on our People Solutions offering.• Establish plans for expansion of market presence in key geographies of Texas and Louisiana.• Identify and foster relationships across the industry, leading to recruitment of top new talent where a mutual fit aligns.• Establish and execute top tier onboarding experience of new Producers.• Enable continuous development of Producer talent to fine tune their craft and increase net growth.• Foster ongoing relationship with each Producer to advise on individual business objectives, strategy to reach goals, set milestones of achievement and hold accountable to reaching.• Proactively develop and execute Producer successions plans and retention of clients.

Education

• East Texas A&M University

  Bachelors of Science, Psychology

  2003 — 2006

• East Texas A&M University

  Masters of Business Administration, Marketing & Management

  2006 — 2008

Skills

• 401k
• Defined Benefit
• Retirement
• Employee Benefits
• Investments
• Retirement Planning
• Erisa
• Financial Services
• Mutual Funds
• Pensions
• Strategy
• Mergers & Acquisitions
• Retirement Plan Consulting
• Series 63
• Series 6
• Investment Advisory
• Qualified Retirement Plans
• Defined Contribution
• Relationship Management
• Asset Allocation
• Financial Advisory
• Mergers
• Profit Sharing