Who s Who. Fall Your guide to the Kansas City Life Insurance Company Sales and Marketing Department

Transcription

1 Who s Who 3520 Broadway Kansas City, MO Fall 2015 Your guide to the Kansas City Life Insurance Company Sales and Marketing Department S

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3 Notes Who s Who in Sales and Marketing This guide is your resource to Kansas City Life Insurance Company s Sales and Marketing associates. The information is segmented by functional areas. All associates are listed with a photo, brief job description, telephone extension and address. TABLE OF CONTENTS Executive Vice President...1 Senior Vice President...1 Vice President, Agencies...2 Regional Staff...3 Marketing Finance and Benefits...5 Corporate Communications...6 Media Services...9 Sales Development...10 Field Development...11 Conference and Travel Services...12 Advanced Sales/Business Insurance...13 Sunset Financial Services...14

4 Sales and Marketing Sunset Financial Services Web Bixby, LLIF Executive Vice President, Vice Chairman of the Board ext Kelly Ullom President ext Sunset Financial Services Responsible for marketing and overall operations. Securities America Managing Director for the OSJ. Responsible for recruiting and overall management of the OSJ. Reports to Don Krebs. Lesa Rittinghouse Senior Executive Assistant/Assistant Secretary ext Reports to Web Bixby. Don Krebs MSM, CLU, ChFC, LLIF Senior Vice President, Sales and Marketing ext Tina Bode Executive Assistant ext Coordinates the department s merchandise catalog program, agent s business card and letterhead production, agent s co-op reimbursement program and additional special projects. Reports to Don Krebs. New Photo Needed Janice Brandt Vice President, Chief Compliance Officer ext janice.brandt@kclife.com Sunset Financial Services Responsible for licensing and registration and overall compliance operations. Securities America Responsible for licensing and registration of new representatives for the OSJ and overseeing compliance related functions for the OSJ. Reports to Kelly Ullom. Susie Denney Vice President, Chief Operations Officer ext susie.denney@kclife.com Sunset Financial Services Responsible for daily operations, systems support and reporting. Securities America Responsible for new business and commission operations, and supporting representatives of the OSJ with general securities and RIA business. Reports to Kelly Ullom. Kristen Peil Operations Specialist ext kristen.peil@kclife.com Sunset Financial Services Responsible for administering the books, records and systems. Securities America Responsible for the review and approval of all investment company, variable products, new business and subsequent transactions for accounts supervised by the OSJ. Provides new business and order entry support for representatives of the OSJ. Reports to Kelly Ullom. 1 14

5 Advanced Sales/Business Insurance Sales and Marketing Donna Sinor, JD, CLU, ChFC Director, Advanced Sales/Business Insurance ext Helps create strategies for clients that assist with transferring wealth, business succession planning, retirement planning, charitable giving and other advances concepts. Answers questions regarding modified endowment contracts, nonqualified deferred compensation plans, split-dollar plans, executive bonus plans and 1035 exchanges. Reports to Don Krebs. Cheryl Genova Advanced Sales/Business Insurance Underwriter ext Ryan Beasley, MSFS, CFP, CLU, ChFC, LLIF Vice President, Agencies ext Rachael Farrell Senior Administrative Assistant ext Reports to Ryan Beasley. Provides assistance in basic advanced sales topics and technical support for Company-supported software systems, including Financial Profiles. Reports to Donna Sinor. 13 2

6 Regional Staff Responsible for general agent recruiting, development of sales and marketing. Report to Ryan Beasley. Chris Bor, CLU, ChFC, LUTCF, CFP Regional Vice President Cell: Fax: Conference and Travel Services Kara Leodler Manager, Conference and Travel Services ext Plans, promotes and executes all field force incentive conferences and special Company meetings. Develops, manages and maintains department s budget. Reports to Don Krebs. Bill Browning, CLU Regional Vice President Cell: Fax: bill.browning@kclife.com Peter Dawson, JD Assistant Regional Vice President Cell: Fax: peter.dawson@kclife.com John Micheli, CLU, ChFC Regional Business Consultant Cell: Fax: john.micheli@kclife.com 3 12

7 Field Development Regional Staff Misty Wilcox Senior Field Development Specialist ext Promotes the sale of Kansas City Life products and services by providing general agents, field managers and agents and third party relationships with sales development systems, recruiting and training programs, tools and resources designed to improve agents selling effectiveness, increase life sales and total sales volume of our existing and new Kansas City Life agents and agencies. Reports to Don Krebs. Tom Morgan Regional Vice President Cell: Fax: David Nanes Assistant Regional Vice President Cell: Fax: Rob Petzold, CRPC Regional Vice President, Special Markets Cell: Dwane Turnage, LUTCF Assistant Regional Vice President Cell: Fax:

8 Marketing Finance and Benefits Jim Wilcox, CLU, FLMI Assistant Vice President, Marketing Services and Product Information ext Responsible for administration of the agent benefits, annualization and financing programs. Responsible for marketing information and production reporting. Manages outside brokerage contracts to provide products for the field that Kansas City Life does not offer. Reports to Don Krebs. Leigh Ann Faherty Marketing Finance and Benefits Specialist ext Administers agent and agency advance programs, finance programs, benefit programs and recognition awards. Reports to Jim Wilcox. Sales Development Steve Zadeh, FSCP Manager, Sales Development ext Compares competitive positioning and assists Sales and Marketing with product training, sales ideas and concepts. Responsible for Competitive Advantage content. Contact person for help with case design and product questions. Reports to Don Krebs. Scott Allard, LUTCF Life Specialist ext Trains the Kansas City Life field force on products and field force systems. Training includes agency visits and meetings in the field. Assists with the Sales Competition Help Desk. Reports to Steve Zadeh. Dale French Senior Applications Systems Analyst/Programmer ext Produces marketing production reports for the field and Home Office. Maintains agent/agency sales data for reporting, awards and trips. Reports to Jim Wilcox. 5 10

9 Media Services Corporate Communications Lance Barker Media Services Project Coordinator ext Provides audio/visual support to all Company associates. Responsible for coordination of Conference Center activities and Media Services projects. Responsible for the archiving efforts for the organization. Reports to Holly Ropp. Holly Ropp Assistant Vice President, Corporate Communications ext Directs the overall branding and communication efforts for Kansas City Life, Old American Insurance Company and all subsidiaries. Also responsible for promoting Kansas City Life through the local and national media and developing sales contests for the field force. Supervises the production of all multimedia projects, sales collateral and publications. Reports to Don Krebs. Katie Ernzen Manager, Corporate Communications and Public Information ext Responsible for managing all marketing, branding and communications efforts for Kansas City Life Insurance Company, Old American Insurance Company and all subsidiaries. Also responsible for managing content, style positioning, accuracy, brand consistency and quality of all writing contained in any formal printed and electronic communications, both internally and externally. Reports directly to Holly Ropp. 9 6

10 Corporate Communications Corporate Communications Bryan Schrepel Senior Corporate Communications Project Manager ext Supports various initiatives of Kansas City Life s Home Office associates and Kansas City Life Group of Companies field force members through a wide range of external and internal marketing communication projects. These include sales communication, collateral, compliance mandates, promotions, advertising, online marketing, direct mail, the Company s intranet and extranet platforms, marketing campaigns, printed and electronic publications, social media strategies, speech writing and other communication methodologies. Reports to Katie Ernzen. Mary Jo Olinger Corporate Communications Project Manager ext maryjo.olinger@kclife.com Supports various marketing and communication initiatives of Home Office associates and Kansas City Life Group of Companies field force members. Supports overall efforts regarding the direction and appearance of all sales collateral and materials and collateral inventory control. Provides shared responsibility for promotions, advertising, online marketing and branding, direct mail campaigns for both prospecting and recruiting, and websites including social media. Full editorial responsibility for planning, writing, editing, proofreading and print production of company publications. Reports to Katie Ernzen. Alyssa Steffes Corporate Communications Project Manager ext alyssa.steffes@kclife.com Supports various marketing and communication initiatives of Home Office associates and Kansas City Life Group of Companies field force members. Supports overall efforts regarding the direction and appearance of all sales collateral and materials and collateral inventory control. Provides shared responsibility for promotions, advertising, online marketing and branding, direct mail campaigns for both prospecting and recruiting, and websites including social media. Full editorial responsibility for planning, writing, editing, proofreading and print production of company publications. Reports to Katie Ernzen. Jessica Zimlich Corporate Communications Project Coordinator ext jessica.zimlich@kclife.com Supports various marketing and communication initiatives of Home Office associates and Kansas City Life Group of Companies field force members. Supports overall efforts regarding the direction and appearance of all sales collateral and materials and collateral inventory control. Provides shared responsibility for promotions, advertising, online marketing and branding, direct mail campaigns for both prospecting and recruiting, and websites including social media. Full editorial responsibility for planning, writing, editing, proofreading and print production of company publications. Reports to Katie Ernzen. Sheryl Dinkel Manager, Creative Services and Graphic Design ext sheryl.dinkel@kclife.com Responsible for the overall art direction and creative services for the Kansas City Life Group of Companies sales literature, advertising, sales promotion, Home Office and field publications and marketing pieces from conceptualization through implementation while ensuring brand effectiveness. Reports to Holly Ropp. Chris Paxton Graphic Designer ext chris.paxton@kclife.com Responsible for the creation and execution of artwork for the Kansas City Life Group of Companies sales literature, advertising and publications. As well as field force sales promotion and marketing materials. Reports to Sheryl Dinkel. Henna Sexton Graphic Designer ext henna.sexton@kclife.com Responsible for the creation and execution of artwork for the Kansas City Life Group of Companies sales literature, advertising and publications. As well as field force sales promotion and marketing materials. Reports to Sheryl Dinkel. 7 8