To Lead Advisory Channel Growth for CompanyKelly brings 25 Years of Advisory/RIA and Broker Dealer Experience
MINNEAPOLIS – Jan. 7, 2020 – Allianz Life Insurance Company of North America (Allianz Life®) announced today that it has hired Heather Kelly as Senior Vice President of Advisory Sales and Strategic Accounts. Kelly will be responsible for helping build the strategy, sales results and growth of Allianz Life’s Advisory Channel along with relationship management with the company’s Broker Dealer partnerships. She will report directly to Chief Distribution Officer Eric Thomes and will be a part of the Allianz Life Distribution Leadership Team.
“Heather brings a deep understanding of the Advisory and RIA channels as well as an understanding of the importance of insurance-based solutions in helping to provide protection against risks within retirement,” said Thomes. “Allianz Life is strongly committed to the advisory space and Heather will play a key role in helping us attain our long-term strategic and growth goals within these important channels.”
Kelly joins Allianz Life from one of the largest RIA firms in the country, United Capital. She served as senior vice president at United Capital and executive vice president of United Capital Risk Management. She was responsible for deploying strategic initiatives to educate advisers and clients on how properly designed, executed and managed insurance-based solutions can help address financial stability. Prior to joining United Capital, Kelly was managing director of Strategic Alliances at NFP Securities, and sales vice president at Leaders Group/Capitas Distributors.
Kelly attended the University of California, Berkeley, Haas School of Business, and holds several designations from the American College including: Charted Life Underwriter (CLU), Charted Financial Consultant (ChFC), and Registered Health Underwriter (RHU). She also holds FINRA Series 6, 26 and 63 licenses. Kelly was recently honored as a nominee for Investment News’ 2019 Women to Watch.
About Allianz Life Insurance Company of North America
Allianz Life Insurance Company of North America, one of the FORTUNE 100 Best Companies to Work For® in 2019, has been keeping its promises since 1896 by helping Americans achieve their retirement income and protection goals with a variety of annuity and life insurance products. In 2018, Allianz Life provided $2.8 billion in benefit payments that helped policyholders achieve their financial goals. As a leading provider of fixed index annuities, Allianz Life is part of Allianz SE, a global leader in the financial services industry with over 142,000 employees in more than 70 countries. Allianz Life is a proud sponsor of Allianz Field in St. Paul, Minnesota, home of Major League Soccer’s Minnesota United.