Derrick Kelson, MBA, CFP®, ChFC®, CLU®, CASL®

Experience

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  New York Jets

  Apr 1990 - Sept 1990

  National Football League - Defensive Back
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  National Football League (NFL)

  Oct 1990 - Aug 1992

  San Diego Chargers -Defensive Back
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  Hamilton Tiger-Cats Football Club

  Jan 1993 - Dec 1995

  Defensive Back
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  Equitable

  Jan 1996 - Sept 1997

  Insurance Agent
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  Copeland Companies

  Sept 1997 - Jan 1999

  Account Executive
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  CITISTREET RETIREMENT SERVICES LLC

  Jan 1999 - Jan 2004

  Regional Manager
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  CitiStreet Associates

  Jan 2004 - Apr 2005

  Regional Vice President
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  CITISTREET RETIREMENT SERVICES LLC

  Apr 2004 - Oct 2005

  Senior Vice President

  Managed 6 Regional Managers and 126 counselors, and a team of relationship managers supporting our institutional and not-for-profit group customers. I was responsible for expense and production budgets for the South, Southwestern, and Central regions for the Healthcare and Government division. Monitored and supervised the profitability of each producer, and the opportunities in each territory. Assisted in managing several case relationships in the three regions.

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  MetLife

  Oct 2005 - now

  A proven leader and manager with over 26 years of experience in financial services with an emphasis in the areas of financial planning, business development, sales, recruiting, relationship management, operations, contract negotiation, and case design. An in depth understanding of leading through an organization, advisor, brokers, and clients through times of change, an understanding of financial products and services as they relate to other business operations having worked in both the services and technical product industries.Since September of 2018, Derrick is also president of MetLife Investors Distribution Company (MLIDC), a MetLife company. MLIDC is a Broker-Dealer with over 500 financial professionals registered nationwide. Insurance and annuities are issued by Metropolitan Life Insurance Company, New York NY 10166 (“MLIC”), its affiliates or by unaffiliated insurers. Variable products are distributed by MetLife Investors Distribution Company (“MLIDC”) (member FINRA). MLIC and MLIDC are MetLife companies Show less Derrick is Vice President of MetLife and is responsible for MetLife Resources (MLR). MetLife Resources is a division of Metropolitan Life Insurance Company (MetLife) provides retirement plan products and services in the healthcare, K-12, higher education, governmental, religious, and other non-profit industries. MetLife Resources serves plans with over $13 billion of retirement assets, encompassing over 13,000 employer groups. This role requires contract negotiations with third parties, and monthly reporting and presentations to executive leadership. Show less Derrick is Vice President of WorkPlace Initiatives, which consist of MetLife Resources (MLR), MetLife PlanSmartSM, MetLife Business Advantage, and the Pension Resource Center (PRC). MetLife’s Workplace Initiatives delivers onsite education, professional guidance and innovative benefit solutions that help employees obtain financial wellness. These services help employers optimize their employee benefits packages through comprehensive financial education programs, one-on-one professional guidance, and targeted group benefit solutions. This role was responsible for our internal account executives and external relationship managers focused on acquiring, improving, and maintaining relationships with key C-Suite decision-makers contract negotiations with third parties, and monthly reporting and presentations to executive leadership. Show less

  • Vice President

    May 2021 - now

  • Vice President

    Jul 2016 - May 2021

  • Vice President

    Jan 2012 - Jul 2016

  • Divisional Sales Director

    Oct 2005 - Jan 2012