Brendon Kelly Email & Phone Number

Fort Wayne, Indiana Area

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