Robert Petzold, Crpc® Email and Phone Number
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Financial services exec with broad experience in all aspects of investment*, insurance, compliance, recruiting and agency development. Direct experience with sales, client service leadership and training & development of financial professionals. My goal is to help experienced financial services professionals expand their practice/agency size and scope by providing high quality financial services while enhancing their skills and knowledge of financial products.Specialties: Insurance and Retirement solutions, Recruiting and Agency Development, Investment Services.Securities offered through Securities America, Inc. Member FINRA/SIPC www.finra.org | www.sipc.org Advisory services offered through Securities America Advisors, Inc. Trading instructions sent via email may not be honored. Please contact my office at 941-981-9375 or Securities America, Inc. at 800-747-6111 for buy/sell orders. Please be advised that communications regarding trades in your account are for information purposes only, you should continue to rely on the confirmations and statements received from your custodian(s) of your assets. The text of this communication is confidential, and use by any person who is not the intended recipient is prohibited. Any person who receives this communication in error is requested to immediately destroy the text of this communication without copying or further dissemination.This site is published for residents of the United States and is for informational purposes only and does not constitute an offer to sell or a solicitation of an offer to buy any security or product that may be referenced herein. Persons mentioned on this website may only offer services and transact business and/or respond to inquiries in states or jurisdictions in which they have been properly registered or are exempt from registration. Not all products and services referenced on this site are available in every state, jurisdiction or from every person listed.Third-party comments may not be representative of all customer experiences.
Kansas City Life Insurance Company
View- Website:
- kclife.com
- Employees:
- 517
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Regional Vice President, Special MarketsKansas City Life Insurance Company Nov 2013 - PresentEnsure 3rd party sales goals are met by developing plans and objectives for each 3rd party relationship and working with them to resolve problems, optimally focus their efforts and resources, and effectively execute their overall marketing approach. Contribute to the growth and expansion of special markets by identifying new 3rd party relationships and by recruiting them within the selection standards determined by the company. Ensure the special markets profitability, quality and persistency targets are achieved by educating 3rd party business partners on corporate underwriting guidelines and monitoring their use, as well as keeping high levels of customer service.Ensure a high level of satisfaction for special market companies by coordinating all necessary services, sales tools, and materials, and representing the needs of the field force to the home office. Build the proficiency and effectiveness of the 3rd party sales force by providing training and development programs involving products, sales effectiveness, and other ways to improve operations. Support effective sales management for KCL by preparing all reports and documentation in a timely and thorough way, including information on sales tracking, sales development and expenses. Contribute to the building of a successful partnership between the special markets and home office by working closely with home office departments to meet the needs of the 3rd parties and by developing and implementing programs aimed at increasing KCL’s marketing success.
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Assistant Regional Vice PresidentKansas City Life Insurance Company Nov 2010 - Nov 2013Expanding relationships with General Agents and their teams to drive productivity and client service. Responsible for growing the east region and expanding the Kansas City Life experience.
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Sales ManagerFinancial Services Firm Sep 2009 - Nov 2010Leading a unit of 19 financial services representatives. Responsible for recruiting, training and developing successful financial services representatives currently working in the industry or interested in a career change.
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Branch ManagerFuturity First Insurance Group Nov 2008 - Aug 2009Founding branch manager of this start up insurance distribution organization, with complete responsibility for office set up, staffing and experienced agent recruiting. .Hired and trained 16 agents in first nine months of operation while driving business results ranking the office in the top 20 offices year to date 2009.Retained 75% of agents hired. Effectively established office systems and processes to increase skill set and marketing efforts of experiences agents.Designed learning network that includes broad array of web based and instructor supported product, sales, professional development and continuing education training programs. One of five branch managers responsible for creating unique industry leading, market focused prospect development program. -
Field Vice PresidentAmeriprise Financial Nov 2006 - Jun 2008Strategic planning, recruiting and P&L responsibilities along with compliance supervision of two district managers, 22 financial advisors and 7 support staff. Coordinate training and development of new advisors while supporting business growth for seasoned advisors through organization change and restructuringProvided meeting coverage to drive client acquisition and asset management for newly hired financial advisors. Averaged 11 covered calls per week, 1.33 clients acquired per week and 7,100 GDC per week.Effectively established office systems and processes to increase skill set and retention of first year financial advisors from 40% to 65%.Increase productivity of second year plus advisors by 29% from October 2006 to December 2007 with a 95% retention rate.Increased candidate recruiting from a pipeline of two in October of 2006 to sixteen in May of 2008.Pioneered national program of recruiting sales managers from outside the firm to integrate into company training and recruiting programs.Coordinated experienced advisor recruiting for Florida Market. Market group ranked first in the nation for experienced recruiting -
District ManagerAmeriprise Financial May 2000 - Oct 2006Primary responsibilities included providing meeting coverage for newly hired financial advisors to drive client acquisition. Recruit and developed a team of 18 financial advisors with responsibility for building successful financial planning practices focused on helping clients achieve financial goals utilizing a diverse portfolio of products and service. Assisted VP with recruiting efforts and staff development to effectively grow the area office and maintain a strong P&L.Averaged 8 covered calls per week with one new client acquired and 6,700 in gross dealer concession while working with advisors with less than six months of experience.Worked closely with VP to increase sales force size from nine advisors in 2004 to fifty six in 2006.Grew individual district from four advisors to eighteen in with an average productivity of 200,000 in annual production in a four year time frame.Produced a highly successful team of financial advisors ranking in the top twenty of 236 districts in the country from September 2004 to October 2006. The district was ranked in the top ten nationally for sixteen months and #1 in the nation for five times.Increase productivity of district by an average of 31% year over year from 2000 to 2006
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Financial AdvisorAmeriprise Financial / American Express Financial Advisors Apr 1998 - May 2000Built personal financial planning practice through networking and group presentations to mass affluent individuals and business owners providing sound comprehensive financial planning advice. Completion comprehensive financial plans outlining alternatives for client goal achievement. Strategically created investment and insurance portfolios to meet the individual needs of the client. Provided ongoing client service to keep clients on track in their financial goals.Built a foundation of 46 clients in first year through effective network and group presentation marketing.Created and managed investment portfolios totaling $3 million in 12 months.Protected clients and their families through the creation of sound insurance portfolios including life, disability and long term care insurance.Implemented consistent client service model to retain 96% of clients acquired into year two while making career transition into leadership.Supported new advisor hires through the company coaching program, supporting six advisors while maintaining client base.Hired as a manager after nineteen months with the firm.
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Credit ManagerNorwest Financial / Wells Fargo Financial Aug 1996 - Apr 1998Recruited from college to complete the manager training program. Responsible for loan marketing,Origination, closing and collection. Increased average loan size by 7% month over month while with the
Robert Petzold, Crpc® Skills
Robert Petzold, Crpc® Education Details
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Finance And Accounting -
Business / Finance -
Red Bank CatholicHigh School
Frequently Asked Questions about Robert Petzold, Crpc®
What company does Robert Petzold, Crpc® work for?
Robert Petzold, Crpc® works for Kansas City Life Insurance Company
What is Robert Petzold, Crpc®'s role at the current company?
Robert Petzold, Crpc®'s current role is Regional Vice President at Kansas City Life Insurance Company.
What is Robert Petzold, Crpc®'s email address?
Robert Petzold, Crpc®'s email address is ro****@****fig.com
What is Robert Petzold, Crpc®'s direct phone number?
Robert Petzold, Crpc®'s direct phone number is +181696*****
What schools did Robert Petzold, Crpc® attend?
Robert Petzold, Crpc® attended University Of South Florida, State College Of Florida-Manatee-Sarasota, Red Bank Catholic.
What are some of Robert Petzold, Crpc®'s interests?
Robert Petzold, Crpc® has interest in Boating, Economic Empowerment, Politics, Snowboarding, The Beach, Science And Technology, Playing Baseball, Health.
What skills is Robert Petzold, Crpc® known for?
Robert Petzold, Crpc® has skills like Insurance, Retirement, Retirement Planning, Strategic Financial Planning, Financial Planning, Investments, Disability Insurance, Life Insurance, Fixed Annuities, Financial Advisory, Wealth Management, Financial Services.
Who are Robert Petzold, Crpc®'s colleagues?
Robert Petzold, Crpc®'s colleagues are Dana Brake, Tom Price, Jennifer Duggins, Schenk David, Steve Bader, Amy Etter, Debbie Petroll.
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