Christopher Conroy Email & Phone Number

Elkhorn, Nebraska, United States

Executive Vice President Sales, General Counsel & Principal of a leading national independent marketing organization focused on annuities and life insurance. Lead the firm's annuity sales and partner relationships to grow their annuity and life insurance businesses, including IMOs, agencies, broker/dalers, independent RIAs. Manage strategic relationships with core carriers, industry associations, and other key constituents. Provide strategic management and direction for firm's diversified business. Help our key customers grow their practices through innovative marketing and unique practice management solutions. Creator of innovative industry-first annuity product series. Led ideation, design, pricing and hedging, marketing, sales, go-to-market execution and accountability. Chair of Board of National Association for Fixed Annuities, committee leadership. Coordinated relations, policy, drafting and adoption of new best interests regulation.

Johnston, Ia

Annuity and life insurance management consulting practice focused on strategic analysis, sales growth ideation and planning, industry analysis, and trend analysis. Served as advisor for a variety of financial service firms, including top IMOs, insurance carriers, management consulting firms.

West Des Moines, Iowa

Led annuity sales for Independent Distribution channel of Sammons Financial Group with sales by registered reps, RIA|IARs, insurance-only agents partnering with FMOs. Accountable for direct external wholesaling team of Sales VPs|Directors, hybrid and internal sales desk team of wholesalers and their managers. Built, executed, and empowered strategic sales growth plan, increasing fixed annuity sales, meeting profitability and expense plans, and increasing customer NPS (Net Promoter Scores). Led channel strategic planning deep dives and new product ideation and launches in collaboration with committees in marketing, actuarial, risk, and legal. Launched new annuities and revised top seller.Ideated, built and executed organizational initiatives to optimize greater profitability, efficiencies, synergy across sales divisions. Managed new strategic sales growth plan for proprietary distribution platform including innovative products, increasing indexed annuity sales.Designed strong learning and development distribution plan, accountability and feedback model.Served on interest rate, enterprise risk management, market conduct risk, product ideation, fiduciary rule, compensation, talent review, organization strategic planning, and various leadership committees.Strategic NAFA litigation team member of federal lawsuits that resulted in the defeat of the DOL Fiduciary Rule, ACLI Distribution Committee, IRI member, LIMRA Leadership program.

Leawood, Kansas

Sales division leader of four sales channels, including National Marketing Organization (NMO), Broker-dealer| RIA (Registered), and Career Marketing Organization (CMO), and Sales Development Team for top 10 Annuity & Life FMO focused on fixed | indexed annuities and target life insurance. Accountable for strategic planning, execution, and financial management of each annuity sales division totaling a large percentage of total sales. Created new distribution channel in 2013, generating 10% added sales by 2016. Recruited new national accounts and substantially grew existing distribution.Co-led annuity product development, marketing, and successfully launched new indexed annuities, 2011-2016.Led new and existing B2B relationships in the sales channels with accountability for building and growing the sales, profitability, and productivity with strategic partners, leveraging experience with distribution partners that led to substantial organic growth and new sales partnerships.Managed internal wholesaling teams to achieve sales results, marketing, training, managing P&L, and strategy and owned the strategy and management of the internal corporate team that drove successful operations.. Served on Executive Committee and Board, DOL Fiduciary Rule Committee, and as Chair of Government & Legal Affairs of NAFA. Helped lead NAFA's strategic planning, lobbying, government relations, legal and regulatory policy, and long-range planning. Partnered with and helped grow the company’s affiliate SEC-registered BD|RIA, Client One Securities, as well as other affiliate RIA, ChangePath. AUM and advisor count doubled; TAMP successfully launched.

West Des Moines, Ia

Aviva USA was the #2 indexed annuity and life insurance company in the US with over $50 billion in assets. Managed a team of 3 Attorneys, 1 Director and 3 Paralegals for legal and regulatory risks. Supported the sales, distribution and marketing business units of 200 staff, 2 distribution agencies of 250 staff in NE and KS. Accountable for closing joint ventures, loans, structured agreements with annuity and life distribution firms.Served as the strategic and legal risk adviser to Sales, Distribution, Marketing, and Executives.Co-led Aviva’s SEC Proposed Rule 151A registered product Financial Institutions/ BD distribution launch team.Built trusted relationships with key field IMOs, BGAs, CMOs, Financial Institutions, PPGAs, and top producers and conducted on-site business practice reviews with over 30 distribution agencies.Developed Leadership Development Programs that improved performance metrics.

Topeka, Ks

AmerUs Annuity Group was acquired by Aviva USA.Legal Counsel and Officer of AmerUs Annuity Group, a national holding company with life insurance companies and marketing agencies focused on sale of annuities for the group. Served the annuity operations and affairs for a multi-billion indexed insurance carrier and several wholly owned marketing organizations selling in excess of $1B per year. Managed corporate transactions and negotiations including: credit lines, venture capital, realty contracts, M&A and sales contracts.Managed annuity class actions, complex cases, AG and DOI investigations and actions, and compliance.Involved in legislative and governmental affairs, including DOI, AG, SEC, NASD, and enforcement actions.Worked closely with executive management and staff to streamline processes, analyze risk, and resolve disputes. Managed law clerks and paralegals and served as project manager for several key corporate initiatives.

Mba, Finance

Jd, Law

Activities and Societies: Law School Negotiation Competition Champion, 2000

Bs, Communication Studies

Activities and Societies: Varsity Swimming Team

Doctor Of Law - Jd

Doctor Of Law - Jd