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Our Team

Acceleration Retirement is a diverse team of retirement plan "lifers".

The core of our team were key players in developing the data, analytics, process, marketing, technology, lead generation, and sales approach that fueled Fidelity Investments retirement plan sales engine over a 15 year period.

We recognized that the future of the industry was in the hands of the advisor. And, those advisors deserved access to better practice management, data, marketing and opportunity generation services than existed in the market.

We continue to see that industry related providers, payroll companies, banks, and TPA’s are constantly facing an environment that changes and becomes more competitive annually. These companies need more efficient systems, access to better data, analytics, process, and outsourcing opportunities than are currently available.

We formed Acceleration Retirement to change the way the retirement industry sells, markets and services.

Management Team

Jane Murphy, Founder
Jane has been selling financial services since the 1980's and focused on the retirement plan business since the early 1990's. Working for Fidelity Investments, she built a sales organization from 3 employees to well over 100. She also built a lead generation team from scratch to over 60 associates. Jane is well known for highly innovative sales approaches and processes. Her team produced over $3 billion in assets under management per year while selling no plan with greater than $5 million in assets. Jane's lead generation team produced over 3,000 leads a year in all sizes of the retirement plan market including the tax exempt market. Jane is a sought after leader well known for turning lead generation associates into salespeople.

Todd Jenkins
Vice President, New Business Development
Todd Jenkins has extensive financial services experience working with insurance and retirement plan sales.  In his second year at Fidelity Investments, Todd was able to generate over $70M in new retirement plan assets while working in the less than $5M market. He used the same techniques that Acceleration Retirement provides to Advisors. His deep understanding of Advisors and sales make him an ideal strategic partner for progressive Advisors.

Victor Yim
SVP Operations
Victor leads all projects related to CRM Systems and Data Intelligence for Acceleration Retirement internally, as well as our advisor and provider clients. Victor spent over 15 years at Fidelity Investments, where as Strategic Marketing Analyst for our retirement plan focused division, he was in charge of our data, as well as the CRM that led to the success that our sales and marketing divisions experienced. Victor’s in depth knowledge of industry related data, data integrity, advisor technology, and workflow processes makes him an invaluable member of our team.

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Account Executives

Acceleration Retirement generates quality retirement plan leads through employing experienced retirement plan experts. We know that typical business to business telemarketers are not successful in the retirement plan space. So, we have assembled a team that understands the retirement plan business. Many have sold retirement plans or aspire to careers in retirement plan sales. The core of our team was trained by Fidelity Investments. Our people make the difference.

Jeremy Young
VP, National Sales Manager
After starting at Acceleration as an Account Executive in 2011, Jeremy was promoted to Sales Manager in 2013 due to his ability to effectively lead the team, while maintaining a focus on quality and consistency. Jeremy spends the majority of his time managing the team, training and creating an atmosphere for success, while also spending a portion of his time on production. Jeremy has over 10 years of experience in phone sales, and over 5 years in financial services.

Mark Wrolstad
Senior Account Executive
Mark has been with Acceleration since 2010. As a Senior Account Executive, Mark handles a number of client relationships and is also involved with training and mentoring representatives on how to generate quality appointments. Mark spent over 20 years as a reporter in newspaper industry locally in Dallas, and has an incredible ability to ask the right questions which lead to gathering information that leads to quality appointments. Mark is a native of Seattle, Washington.

Margeaux Makey
Senior Account Executive
Margeaux has been with Acceleration Retirement since 2011. As a Senior Account Executive, Margeaux owns a client relationships throughout the country and is also involved with training and mentoring representatives on how to generate quality appointments. Margeaux moved to Dallas from Wisconsin in early 2011 for the Account Executive position, and has been a consistent team leader in call quality and lead acceptance.

Jim March
Senior Account Executive
Jim has been with Acceleration Retirement since 2011. Jim is in the Account Executive role, and utilizes his 20 years of experience in phone sales, many of those years being focused in financial services. Jim has even managed call center teams in the past, and is a great partner for our clients in that he has an excellent understanding of what advisors are looking for in an opportunity.

 

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Lead generation in
the retirement plan business is hard.
The product is sophisticated. You
need industry experts making the calls.