Kari D. Email & Phone Number

Remote

Possesses enterprise responsibility for Life, Health, and Annuity insurance product development, product marketing, product launch, feature support, and ongoing in-force profitability across the Consumer and Worksite portfolios. Responsible for all elements of the product life cycle, including the development of the strategic product portfolio and execution roadmap; design of products and features; product implementation; and development of strategic positioning and go-to-market strategies… Show more Possesses enterprise responsibility for Life, Health, and Annuity insurance product development, product marketing, product launch, feature support, and ongoing in-force profitability across the Consumer and Worksite portfolios. Responsible for all elements of the product life cycle, including the development of the strategic product portfolio and execution roadmap; design of products and features; product implementation; and development of strategic positioning and go-to-market strategies. Leads, manages, and trains a group of 15 Product Owners, Program Managers, Product Managers, and Project Managers to plan, design, and implement new products. Serves as the primary product liaison with the Presidents of the Consumer and Worksite divisions to ensure the product roadmap supports their sales goals. Show less

Remote

Analyzed various dimensions of distribution affiliates’ current and expected performance, diagnosed organizational growth limitations, and co-created customized business plans to craft and execute local growth strategies. Evaluated and monitored the profitability of distribution affiliates and recommended strategies to drive increased profitability. In partnership with the Risk Products team, developed an approach to activate the enterprise sales plan by employing specific tactics that drove… Show more Analyzed various dimensions of distribution affiliates’ current and expected performance, diagnosed organizational growth limitations, and co-created customized business plans to craft and execute local growth strategies. Evaluated and monitored the profitability of distribution affiliates and recommended strategies to drive increased profitability. In partnership with the Risk Products team, developed an approach to activate the enterprise sales plan by employing specific tactics that drove sales across each product line. Collaborated with Lead Principals and the Performance Integration team to create a 12-week virtual onboarding program; designed across multiple delivery methods, including facilitator-led, in-role experiences, and peer-to-peer coaching. Show less

New York, New York, United States

Led the corporate-owned life insurance product team responsible for all activities related to product development and product management. Identified new potential markets and distribution partnerships for retail life products distributed through third-party channels. Developed a product positioning strategy by evaluating the distribution landscape to increase retail life sales in select third-party distribution channels; retail sales grew by 40% year-over-year.

New York, New York, United States

Part of a cross-functional team responsible for the design and execution of the sales strategy to increase the conversion of investment clients to insurance clients, resulting in increased incremental permanent insurance sales. Led the Wealth Management department’s finance and agency analytics team and oversaw the preparation of the business plan, financial projections, and budget.

New York, New York, United States

Launched an annuity sales dashboard through business intelligence tools to drive customer, product, and distribution insights. Coordinated all Annuity Product market research activities, including analyzing and recommending relevant syndicated research reports, managing in-depth interviews with New York Life agents, and designing quantitative surveys for consumer research.

Washington, District Of Columbia, United States

Evaluated Washington Post print advertising rates and provided specific recommendations to reduce annual variable costs associated with management of the current rating structure. Led a project team and collaborated with Accounting & Finance, Information Technology, and Sales & Marketing to analyze the use and management of the SAP platform.

New York, New York, United States

Recognized for sales achievement and leadership skills as one of Headway’s “Sweet 16” national award winners, and received the “New Breaks” award for securing 44 new-client accounts during the 2008 fiscal year. Developed a software training program for a large academic client to instruct employees on guidelines for collecting and tracking faculty bio-data.

New York, New York, United States

Responsible for sourcing and recruiting of Financial Services Sales professionals. Assisted new financial representatives in training, coaching and development, and participated in the execution of the local financial representative internship program.

New York, New York, United States

Consulted with 17 Network Offices to support their recruiting, selection and retention goals as well as their general recruiting needs. Responsible for the redesign of training materials for financial representative interns and creation of implementation guide for local internship training programs. Served as the Women’s Integrated Network College Intern Conversion project leader.

Mba

Bba