Bryan Hodgens Aif® Email & Phone Number

Charlotte, North Carolina, United States

Charlotte, North Carolina, United States

LIMRA, LOMA, and our parent organization, LL Global Inc, are the world's largest association of Life Insurance and financial services companies. Our mission is to advance the financial services industry by empowering our members with knowledge, insights, connections and solutions. I am responsible for a team of research professionals that provide.

Charlotte, North Carolina Area

• Led LPL’s Retirement Plan Consultant team. Supported 7,700 retirement plan advisors and their sales & servicing needs of an existing book of 36,000 401(k) and 403(b) retirement plans and $170B AUA.
• Increased year-over-year top-line retirement plan revenue for three straight years.
• Led initiatives targeted to retirement plan advisors in achieving same-store sales growth in Wealth Management
• Spearheaded efforts and strategic initiatives to grow market share and operational effectiveness
• Doubled assets in 18 months to $500 million on proprietary 3(38) retirement plan platform, Strategic Market Solutions while on-boarding nine record-keepers to the platform. Led LPL’s Financial Planning consultant and.
• Increased Financial Planning revenue by 30% in 2020.

Charlotte, North Carolina

• Served as co-founder of multi-boutique business platform launching QBI Financial, LLC investment firm offering investment strategies and solutions. Promoted investment management process to retail and institutional.
• Cultivated pipeline of $2 billion in sales across leading institutions, including endowments, family offices and municipalities, RIAs, and financial advisors in wire, bank, and independent channels.
• Approached by two investment firms to purchase QBI Financial in 2018 and eventually sold company.

Charlotte, North Carolina Area

• Recruited to manage a sales team of 13 wholesalers for the Eastern Division of the Wirehouse channel.
• Increased variable annuity sales 6% in first six months after evaluating sales practices and implementing new KPI's to identify and secure new sales opportunities.
• Successfully launched new fixed index, Variable and Investment Only annuity products.

Charlotte, North Carolina Area

• Recruited to provide leadership, strategy, coaching, and sales management to team of 17 field and 33 internal retirement specialists, supporting annuities, IRAs, and retirement income planning. Created and implemented.
• Increased annuity sales from $5.4 billion in 2007 to $9.2 billion in 2014, achieving number two B/D annuity distributor in industry.
• Enhanced and increased IRA inflows by 6% annually, with $25 billion in new assets.

Charlotte, North Carolina Area

• Promoted to drive mutual fund sales for Regional Wire firms and Wachovia Securities. Managed team of 12 wholesalers. Supported $1B in annual mutual fund sales. Promoted new product roll-outs, closed-end fund offerings..
• Generated multi-billions in annual sales and exceeded sales goal each year by 8%, driving mutual funds sales through a proprietary bank channel while concurrently building Evergreen brand and increasing sales in.
• Won Vision Award in 2005 and 2007.

Charlotte, North Carolina Area

Managed a team of eight Field Wholesalers that covered the Southeast for the bank channel of Wachovia Securities. Directed hiring, training, and on-going professional development for the team.

Charlotte, North Carolina Area

Directed hiring, training and on-going professional development and coaching practices for the internal sales desk. Created structured inbound and outbound sales desk practices. Built a new sales support team to provide on-going support of the sales company both internal and field wholesalers across all distribution channels.