Kerrey Collins, MBA, SRPC

Experience

• 

  M Financial Group

  Jul 2011 - Dec 2014

  Internship at a member firm

  Intern to Michael J. Collins, Principal of Professional Financial Services, Inc,​​ a member firm of M Financial

• 

  Lincoln Financial Distributors

  Sept 2014 - now

  * Responsible for advanced technical training, on-the-job training initiatives, and new system roll-out training and support* Serve as a resource for our sales distribution force (inbounds, internals, external wholesalers, etc) as a SME for our fixed, fixed indexed, variable, and indexed variable annuity product offerings* Assist our distribution salesforce with questions on hypothetical product illustrations, marketing, firm approvals, state approvals, operational nuances, advanced sales concepts, and technical product questions* Coordinate with stakeholders (relationship management, sales leadership, marketing, CI and project management) on annuity product launches & enhancements* Business Partner Signoff Contact for LFD with our Foresight Illustration software (test software for updates, resolve system errors with our IT team, explain the hypos to sales/field technical questions, relay feedback to product from sales)* Deliver an in-house presentation skills workshop (value-add training)* Lead the development and implementation of onboarding programs for LFD new hires (this includes a 2-week long onboarding program for new hires which occurs monthly, post new hire training programs to reinforce learnings, and training for our enterprise business partners)Development Programs:November 2022, completed the Leadership LabJuly 2021, graduated from Lincolns Officer Readiness Development Program. ORDP is a 5-month, nomination-based program that is a personalized development experience for diverse high potential talent. Throughout the program, employees participate in a variety of development opportunities that increase their self-awareness, provide them with an actionable plan to achieve their career goals, expand their network with other participants and senior leaders, research and present on key leadership topics, and engage with the community in a meaningful way. Show less *Established and maintained long-term relationships with financial professionals to promote Lincoln Financial and provide education on our annuity products. * Sales: Generated 100 internally driven opportunities in 2017, closed/won 25 of them* Marketing: Mail merge all 3 territories 2x per week to stay on top of open illustrations and communicate unique sales ideas to our financial professionals* Territory Management: Maintained a business pipeline for each territory and updated daily in order to track what business is coming in the door and provide my wholesalers and financial professionals with the most up to date information on pending contracts* Member of the Annuity Advanced Sales Specialist team – nominated by sales leadership* Assisted with New Hire Training* Mentored inbounds and internals, assisted in training new internal wholesalers joining the team Awards & Recognition:Recipient of the 2015 Primerica Channel President’s Award - #1 in Annuity SalesRecognized as Internal Wholesaler of the month, September 2017 Show less * Educated financial professionals on Lincoln’s fixed and variable annuity products. Supported them by generating sales via illustrations and presenting new solutions for their clients. Actively notified Internal and External Wholesalers of pertinent advisor requests and case management information* Mentored my peers to develop skills, fulfill team expectations and deliver elite service. Presented sales ideas and market information to my team to increase sales skills to further benefit our annuity production Show less

  • Assistant Vice President, Training

    Mar 2023 - now

  • Senior Training Consultant - Annuity Product Training

    Mar 2020 - Mar 2023

  • Training Consultant

    May 2018 - Feb 2020

  • Internal Wholesaler - Annuities

    May 2015 - Apr 2018

  • Inbound Annuity Sales Representative

    Sept 2014 - May 2015