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Ian Kelly, Crpc

SVP, Head of Strategic Relationships at AMS Financial Solutions Group
Intro Book
Seasoned financial services professional with 20+ years of experience in insurance, annuities, and investments.
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Location
Afton, Virginia, United States, US
Skills
  • Insurance
  • Annuities
  • Mutual Funds
  • Customer Relations
  • Variable Annuities
  • Show all
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Bio

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Ian Kelly is a seasoned financial services professional with over 20 years of experience in insurance, annuities, and investments. He has held senior leadership positions at top financial institutions, including SVP, Head of Strategic Relationships at AMS Financial Solutions Group, and Regional Sales Director at Great-West Financial. He holds certifications as a Chartered Retirement Planning Counselor and Registered Representative of The Leaders Group, Inc. Member FINRA/SIPC.

Credentials

  • Chartered Retirement Planning Counselor
    College for Financial Planning
  • Registered Representative of The Leaders Group, Inc. Member FINRA/SIPC.
    The Leaders Group, Inc.

Experience

  • AMS Financial Solutions Group
    • United States
    • Financial Services
    • 1 - 100 Employee
    • SVP, Head of Strategic Relationships
      • May 2023 - Present

      Ian and his team are focused on cultivating and strengthening relationships at existing partner firms as well as continued expansion of distribution across all channels.

    • SVP, National Sales Manager
      • Jun 2019 - May 2023

      Responsible for the sale and distribution of annuity and life products across all channels. In addition to managing a team of wholesalers, he also assists in the development of new and existing partnerships. Key Milestones:-Over saw the Internal and External wholesaling teams through a period of rapid expansion-Oversaw the growth of life & annuity sales from $360 million in 2019 to over $3 billion 2022 with a current run rate in excess of $4 billion for 2023.-Oversaw the team becoming the number one distributer for multiple carrier partners across multiple channels-Oversaw the addition of 8 insurance carriers across 7 new distribution partners

  • Great-West Financial
    • United States
    • Financial Services
    • 700 & Above Employee
    • National Accounts Director
      • Aug 2014 - May 2019

    • Regional Sales Director
      • Aug 2011 - Aug 2014

      2012 Regional Sales Director of the Year2012, 2013, 2014, 2015 Presidents Club Member2013 Top Producer, Retirement Income

  • Symetra Financial
    • VP, Key Account Manager
      • Apr 2010 - Aug 2011

  • Transamerica Capital, Inc.
    • Regional Vice President, External Wholesaler
      • Jun 2006 - Dec 2009

      Top external wholesaler with 2009 sales in excess of $850 million, ranked #1 for company sales within product lineRanked #2 for product sales in 2008, appointed to the Top of the Pyramid Club for outstanding performanceCredited as a product/relationship expert and team leader. Pivotal in the development and implementation of new marketing materials, product/value-add presentations and ongoing internal/external wholesaler training Appointed to the RVP Advisory Council to assist in product/marketing improvements, new product development and to act as a collective voice for the RVP sales force

  • SunTrust Investment Services, Inc.
    • Assistant Vice President, Financial Advisor
      • 1999 - May 2006

      Consistent producer, providing investment solutions to individual and corporate clients based on client goals, objectives and risk tolerance.Consistent year over year production growth. Recipient of numerous production awards.Provided sales training and oversight to a successful team of six licensed bankers.

  • United States Marine Corps
    • Lynchburg, Virginia, United States
    • Combat Engineer
      • 1996 - 1999
      • Lynchburg, Virginia, United States

Education

  • Liberty University
    Bachelor of Science in Business, Finance

Suggested Services

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Industry Focus. “Financial Services”

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