Beth Kenney

Experience

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  Liberty Financial Companies

  Dec 1991 - Feb 2002

  Various

  At Keyport Life Insurance Company and Liberty Funds, held various roles of increasing responsibility:• Key Account Manager: supported National Accounts; developed profitable and sustaining relationships with focus firms. • Internal Wholesaler: covered various territories in the Bank and Financial Planner channels and closed sales for annuities and mutual funds. • Training Consultant: led one-on-one, group, new employee and sales and product training. • Client Service Representative: assisted annuity and life insurance clients and advisors. Show less

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  DMI Marketing

  Sept 2002 - Oct 2004

  Key Account Manager - Wholesaler

  Grew market share for Master General Agency and their distribution of multiple annuity products from various life insurance companies. • Through strategic selling and servicing, significantly increased fixed and index annuities’ sales.

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  AIG

  Oct 2004 - Apr 2007

  Regional Vice President

  Specialized in wholesaling fixed and income annuities and wealth transfer products for AIG Annuity/Sun America; grew annuity retirement sales in New England/upstate New York territory for the nation’s #1 issuer of fixed annuities.• Provided training, sales ideas, service support and motivation to hundreds of advisors in the Bank, Independent and Wirehouse channels. • Established solid relationships and achieved strong sales results through complete market cycles.

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  Genworth Financial

  Apr 2007 - Sept 2007

  Regional Business Consultant

  Wholesaled fixed annuities in the bank channel. • Delivered sales support in New England and upstate New York.

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  John Hancock Financial Services

  Sept 2007 - Jan 2014

  Strategically develop and implement marketing and sales initiatives for the financial planner and bank channels; marketing lead for multi-product relationship with Edward Jones, including annuities, college savings, life insurance, long-term care and mutual funds.Major accomplishments:• Built and executed the division’s largest marketing launch to support John Hancock Investments’ exclusive “Preferred Fund Family” status at Edward Jones.• Helped position firm as a world-class manager; contributed to record-setting sales years in 2011 and 2012.• Selected to represent the division at Edward Jones top producer “Diversification Trip”; 2013.Key responsibilities:• Partner with Home Offices to develop and execute sales, marketing and communications campaigns. • Lead all marketing of 529 college savings plans to advisors and the public.• Collaborate with key internal stakeholders to increase the division’s competitive advantages, solidify connections with existing advisors and initiate new relationships.• Create value-add and practice management programs appropriate for every channel. • Manage and mentor talent; create a collaborative environment that drives innovation, personal accountability and divisional profitability. • Oversee $1M marketing budget for funds and 529.• Lead initiatives with Product, Creative and E-commerce groups to shape a consistent brand identity. • Architect and monitor mutual fund and college savings campaigns targeted to well defined audiences. Show less Major accomplishments:Developed, implemented and drove cross-channel marketing and sales campaigns, specializing in the Financial Planner and Bank channels.• Managed the marketing of the most successful launch at John Hancock; introduced Venture Opportunity Variable Annuity to Edward Jones; within 16 months, reached $1 billion in assets under care.• Led all aspects of the annuity and enterprise marketing relationship between John Hancock and Edward Jones.Key responsibilities:• Identified and capitalized on new sales opportunities by collaborating with Sales Management, Product Development, Operations and National Accounts. • Cultivated and deepened key relationships within partner firms to uncover selling opportunities; ensured seamless implementation of initiatives for internal and external, cross-divisional sales force.• Worked closely with sales teams to understand their objectives and designed programs to help hit sales goals.• Created and managed targeted sales force training material. Show less

  • Marketing Director, John Hancock Annuities & Investments

    Sept 2007 - Jan 2014

  • Marketing Director, Annuities

    Sept 2007 - Dec 2011
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  Natixis Investment Managers

  May 2014 - now

  • Vice President, Strategic Marketing

    Mar 2017 - now

  • Assistant Vice President, Marketing Account Management

    May 2014 - now