Kimberly Youngerman Email & Phone Number

Greater Phoenix Area

Providing solutions to employers who wish to offer a new 401(k) plan to their employees or who have small, emerging retirement plans searching for a better solution.

Rio Verde, Arizona, United States

• In my previous role as Vice President of Business Development, I:
• Championed the development and execution of the business development vision, strategy, plans, and processes to drive sales, increase revenue, expand markets, and accomplish business objectives.
• Directed proposal development and negotiations for new business opportunities, liaising with product development, sales, and marketing to support business development plans.
• Successfully established advisor relationships in the not-for-profit and other tax-exempt markets and collaborated effectively with leaders to ensure the achievement of financial goals.
• Developed strong and profitable partnerships with key RIA firms in the West and Southwest territories and nurtured TPA relationships for unbundled offerings.
• Appointed as the primary recordkeeper for plan sponsors and as a master record keeper, maximized sales in the multi-vendor environment.

Scottsdale, Arizona, United States

• In my previous role as Director Institutional Relationships, I:
• Formulated strategic initiatives for targeted channels, oversaw channel development activities, and promoted awareness to over 100 companies.
• Supervised marketing efforts, providing oversight and assisting with developing informative marketing materials, messaging, and design.
• Established partnerships with targeted channel firms and served as the primary contact for clients regarding all aspects of their relationship with the organization.
• Designed effective partnership strategies, frameworks, and implementation plans for sourcing revenue-generating leads for sales execution and ensuring the delivery of exceptional service experiences to partners.
• Spearheaded the development and execution of channel expansion plans across the advisor, consultant, custodian, TPA, and recordkeeper markets.

Scottsdale, Arizona, United States

• In my previous role as VP, Business Development, I:
• Masterminded the creation and execution of strategic business plans for assigned territory to maximize revenue and increase sales. Identified, evaluated, and conducted follow-up on sales leads to close the deal.
• Administered product and pricing offers to consultants and plan sponsors and led the formulation and deployment of retirement program and plan design.
• Successfully sold managed account solutions and stable value options, including CITs to plan sponsors; oversaw intermediary and direct plan sales.
• Represented the company at various functions, such as conferences and seminars, to create awareness about its products and generate potential leads.
• Strategically Introduced and deployed retirement plan sales as a start-up initiative in the Education, Healthcare, and Not-for-Profit markets.

Arizona And California

• In my previous role as VP, Relationship Management, I:
• Managed large Tier 1 clients that generated $300 million to over $1 billion in revenue; provided exceptional services to clients and discussed the full range of the company’s products and services.
• Delivered RFP responses and presentations for retention opportunities and participated in new business finalist presentations. Provided legal and legislative updates and requirements for employers.
• Strategically positioned managed account products and services into plan investment options. Implemented and executed plans to strengthen collaborative relationships with key bargaining units.
• Oversaw plan management with all internal resources and created plan initiatives to increase employee benefit offerings.

Phoenix, Arizona Area

• In my previous role as Client Relationship Manager, I:
• Nurtured client relationships in mid and large markets; spearheaded the implementation of strategic revenue-generating and client retention strategies. Recorded client retention rate of 99% and customer referral rate.
• Designed and implemented additional services and offerings that increased client profitability. Efficiently managed the profitability of clients under care, enhancing the financial viability of the book of business.
• Drove proprietary client relationships to deepen client connections, facilitated client meetings and plan reviews, and assisted clients in meeting their fiduciary obligations.
• Liaised with regional and national DCIO partners for client and enterprise benefits and solidified direct client relationships in the Executive Suite with consultants and advisors.
• Formulated comprehensive retirement plan structures to enhance retirement programs. Directed fee leveling, plan cost containment, and zero revenue pricing to optimize plan fees and costs.

Phoenix, Arizona Area

• In my previous role as Regional Sales Director, I:
• Managed public sector plan acquisition and over $50 million asset consolidation for Western territory. Identified market influencers, including key regional and national consultants.
• Directed internal wholesaling of retirement services to MassMutual career agencies. Improved DCIO partnerships to bring scales and improved resources to clients and intermediaries.
• Led the hiring, training, and development of sales personnel, conducted performance appraisals, and provided operations oversights to guarantee sales growth within the territory.
• Oversaw the entire sales process, from initial client contact until signing a deal, and managed RFP response processes, presentations, and implementations. Structured fees and pricing for competitive offerings to.
• Spearheaded client retention and renewal processes and incorporated improvements into appropriate areas to guarantee success.

Phoenix, Arizona Area

Business acquisition for large Not-for-Profit markets including healthcare systems, church plans, higher education and other 501(c)(3) organizations.

Greater St. Louis Area

Business acquisition of large healthcare, not for profit and educational organizations for retirement services.