Passionate about sales leadership and leveraging extensive success to maximize new business sales and revenue for high-growth companies. Seasoned prospector, presenter, and territory manager. Able to uncover new sales opportunities and acquire key accounts in ultra-competitive markets. Proficient in Microsoft 365 and Salesforce with a proven ability to quickly master new products, services, and technologies with minimal training. • Business Development• Client Relationships• Best Practices• Distribution Channels• Inside Sales• Insurance• Strategic Planning• Lead Qualification• Financial Planning
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Regional Sales DirectorLighthouse Life Solutions Jun 2022 - Jul 2023Conshohocken, Pennsylvania, UsGuide a 23-person team marketing Beacon Bond alternative offering and procures individual life insurance policies for revenue generation while developing newly formed Eastern US sales territory and actively increasing advisor distribution and assets under management. • Focused on expanding broker–dealer partners and the overall advisor selling group.• Recruit RIAs to incorporate our offering into their respective practices. -
External WholesalerEfinancial 2019 - 2022Bellevue, Washington, UsTeamed with a leading provider of life insurance solutions to drive customer acquisition across the underperforming Eastern U.S. territory. Held responsibility for securing new policies and increasing premiums each month while cultivating partnerships with independent agents.• Aggressively pursued sales targets and acquired new agencies and clients.• Trained new agents (clients) on our internal CRM and the benefits of our numerous life insurance products from 25+ carriers.• Assisted agents in incorporating new products into their respective practices. -
Senior Vice PresidentWellesley Asset Management, Inc. 2009 - 2018Portsmouth, New Hampshire, UsEngaged potential clients through persistent outbound prospecting across New England, New York State, and the Southeastern territories to secure $75M+ in new assets under management (AUM) each year for an independent RIA firm. • Achieved 150% of the $50M goal in newly established territory in the first year and grew AUM acquisition by 150% ($125M) in the second year. • Forged strategic partnerships with Wells Fargo, UBS, Raymond James, and RIAs.• Managed and developed 2 new territories simultaneously while educating advisors on an underutilized asset class. -
Regional Sales DirectorMorningstar 2003 - 2009Chicago, Il, UsPerformed high-volume outbound prospecting across 10 states in the newly created Southeast territory (including Puerto Rico) and the underperforming New England territory to acquire $75M in new AUM annually. • Acquired $77M in AUM in the Southeastern territory in the first year and increased yearly AUM acquisition in New England from $35M to $75M.• Played a key role in elevating total company AUM to $2B by securing $75M in average annual AUM across both territories.• Marketed multi-asset managed money portfolios (mutual fund, ETF, and stocks).
Eric Kellar Education Details
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Bates CollegePsychology -
Suffolk University - Sawyer Business SchoolMaster Of Business Administration - Mba
Frequently Asked Questions about Eric Kellar
What is Eric Kellar's role at the current company?
Eric Kellar's current role is Regional Sales Director.
What schools did Eric Kellar attend?
Eric Kellar attended Bates College, Suffolk University - Sawyer Business School.
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