Brian Kloss

Background

About Brian Kloss

Visionary leader with 27+ years of combined experience in financial wellness, sales enablement, and service delivery excellence. Expertise in leading large, high-performing organizations across financial planning and advice, consumer lending, P&C insurance, fintech innovation, driving business growth, and excellence.* Certified Financial PlannerTM adept at determining client needs and offering exceptional services to improve financial readiness, including overseeing risk governance and policy compliance. A trusted financial advisor, who develops client-centric solutions, formulates short-/long-term goals, and asset recommendations for navigating complex challenges and achieving financial goals * Succeeded in providing strategic direction for advice and service differentiation, championing sales growth, overhauling business processes, attaining cost savings, allocating resources, and propelling operational excellence to attain tangible business outcomes. Created and implemented effective initiatives that secured consistent enhancements across brand image, market share, financial products/services sales, product engagement, and new business development Areas of Expertise:* P&L Accountabilities * Executive Management * Content Strategy Development * Risk Governance and Compliance * Financial Planning and Modeling * Sales Governance Selected Career Achievements:* Expanded advice content strategy, attaining a 30% YOY lift in engagements and transitions to storefront, additionally growing annual organic search traffic and boosting annual organic quote starts.* Drove member impact and business results by expanding proactive advice outreach to attain a 500% YOY increase in member advice engagements from proactive efforts that drove an increase across member transitions to product storefronts * Headed Phoenix insurance sales and service operations and cultivated a positive culture for 700+ employees