Kevin L. Hissong
712 Lexington Place, Louisville, KY 40206
502.417.6858 Kevin@hissongcompanies.com
Accomplished investments and insurance veteran with a remarkable track record spanning over 25 years in sales, marketing, operations, and technology. Demonstrated success in managing diverse client portfolios, ranging from major investment advisory firms to individual investors. Proven expertise in driving business growth within the fee-based and fee-only advisory channels, both in the independent broker-dealer and RIA sectors. Adept at combining a strong sales acumen with project management skills and an unwavering attention to detail.
Professional Experience
Aria Retirement Solutions (RetireOne) 2012-2022
Director, Strategic Business Development (2019-2022)
Responsible for legacy key account management of national investment advisor firms as well as adding new national firms to the RetireOne platform. Some examples include, working with Edelman Financial Engines to restructure and simplify relationship and launching national program in coordination with Kingsview Partners as outsources insurance desk.
- Worked directly with C-suite of national firms and key decision makers
- Developed and presented all media content for RetireOne, including continuing education webinars and educational video sessions, including all national and regional conference events
- Assisted marketing in development of sales content and field training materials.
- Created and developed new business line for RetireOne launching, “Annuity Transition Services” in 2020, as of 2022 program was generating over $300k in annual revenue for RetireOne
- Served as coordinator and onboarding liaison for integrations with such FinTech as, eMoney, MoneyGuidePro, Orion, Tamarac, CircleBlack and many others.
Senior Managing Director (2016-2019)
Managed day to day operations of Advisors Solutions Team at RetireOne consisting of all sales, operations, service and marketing, working with over 900 Registered Investment Advisors and servicing over 4500 policyholders with over $900million in assets under administration.
- Recruited, hired, trained and lead Advisors Solutions Team comprised of 6 Relationship Managers, a National Key accounts manager, operations analyst and service coordinator. Team was responsible for sales and ongoing servicing of fee-based insurance and annuity solutions to clients of Registered Investment Advisors
- Served as Branch Principal and Agency DRP for Aria conducting suitability review for all transactions through Aria/RetireOne as branch office of Portsmouth Financial Services broker-dealer for Aria based in San Francisco
- Onboarded large Registered Investment Advisors firms, primarily over $3 billion AUM and specifically designed sales/operational/service workflows that catered to each firm’s national footprint, staffing and technologies
Director, Sales Operations (2012-2016)
Managed Sales Operations team to drive effective activity and communication between sales team and sales operations for all products offered on the Aria Platform.
- Recruited, hired, trained and lead Sales Operations team with a goal of consistent sales operations functions across all territories and distribution partners.
- Supervised branch office operations of Protected Investors of America that services roughly $60 million in new variable annuity sales and $20 million in CDA sales a year.
- Participated in Product Development and Sales Operations efficiency forum to facilitate effective partnership with Technology, Insurance Carriers and Custodians.
- Worked collaboratively with Technology and Sales to achieve successful execution of business strategies for company product and services
- Administrator for Salesforce to ensure database information was entered and maintained appropriately by Sales Operations team
- Oversight of client retention and record-keeping guidelines for branch office
Edward Jones Investments
Financial Advisor (2009-2011)
Completed training and graduation to Financial Advisor and was awarded a new retail office with Edward Jones. Managed all aspects of running the office including, operations, compliance, marketing and investment strategies. Highlights included:
- Received the “Golden Shovel” award in 2011 for opening over 120 accounts in first 12 months
- Received the “Pioneer Award” for opening a new office with no assets or accounts and maintaining meeting or exceeding expectations based on sales goals for first 18 months
Jefferson National Financial (Nationwide Advisory) 2001-2008
Divisional Manager
Responsible for the growth of the Registered Investment Advisor (RIA) channel and Independent Broker Dealer channel (IBD) for Midwest and West Territories. Split from covering entire nation due to overall demand for Jefferson National investment and insurance products. Majority of time was spent planning and attending National and Regional conferences and follow up face-to-face meetings, calls and webinars for RIA firms over $250million AUM. Speaking engagements included both national and regional conferences.
National Accounts Director
Responsible for growing sales for variable annuity division of Jefferson National. Majority of time was spent planning and attending National and Regional conferences and conducting follow up face-to-face meetings, webinars, joint meetings with partnering third-party investment advisors and fund partners. Speaking engagements included both national and regional conferences.
- Grew Monument Advisor no-load annuity sales from $45 million in 2005 to over $200 million in 2007
- Grew selling agreements and overall sales all while company had been downgraded to a B rated company from a B++ by AM Best
Education and Licenses
B.S. Finance, Indiana University
Series 7, 6,63, 26 and Variable/Life/Health Insurance Licensed
Multi-State licensed FINRA/Insurance