Kerry Murphy

Observer
DISC Type : ic

Relationship Advisor at AllianceBernstein

New York, New York, United States

Overview

Kerry Murphy is a Relationship Advisor for Insurance Services at AllianceBernstein, focusing on asset retention and building mutually beneficial client relationships. With deep experience in Sub-Advisory, Defined Contribution, and Retail channels from prior roles at Allianz and PIMCO, she holds a B. A. in Economics from Fairfield University and the CIMA® designation.

She has participated in and attended numerous industry events, including multiple Insured Retirement Institute (IRI) symposiums, indicating a strong commitment to staying current with financial industry trends and networking with peers. She previously served as Co-Chair for the IRIs Asset Manager Committee.

In a previous role, she successfully led client engagement and retention efforts for over $10 billion in Sub-Advisory assets.

Personality Overview

Curious

Value Driven

Example Seeker

They ask a lot of questions and rely heavily on information and collaterals.  They are generally good communicators and can be hard to convince. They can sound friendly and charming but can quickly change gears to become inquisitive and probing.

Topics They Care About

Asset Retention
Her primary responsibility at AllianceBernstein is to engage clients with the firm's capabilities and intellectual capital to ensure asset retention.
Client Engagement
Described as having a client-centric attitude, her career is built on strengthening relationships across all key client functions, including C-level executives, research, and sales teams.
Insurance Services
Her current role is specifically focused on the insurance services sector, a key area of expertise and a focus for her relationship management activities.

Media Appearances

Kerry has no verified media appearances

Work History

9-2022
Relationship Advisor at AllianceBernstein
3-2001
Director / Senior Relationship Manager at Allianz Global Investors
3-1994 - 2-2001
Senior Vice President / National Account Manager at PIMCO Advisors

Education

B.A from Fairfield University

More Information

Social Presence :

Prographics :

Exp : 31 Location : New York, New York, United States Job Level : Senior Designation : Relationship Advisor at AllianceBernstein
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Insights For Selling To Kerry

During A Call Or A Meeting

DO's

  • Focus on immediate action-items rather than the larger goals
  • Help them realize that there is no personal risk in making this decision
  • Ask them questions to understand their needs better while staying affable

DONT's

  • Don’t be too objective but make sure to pad your storytelling with data points
  • Avoid making offhand commitments
  • Don’t brush off any concerns, take all questions seriously

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Kerry is

  • Proven value, strong testimonials are important for them, rapport can impact decisions a little.
  • Will you ever get a clear answer from Kerry

  • They are practical and friendly, don't expect a clear-cut response often.

Insights For Deal Planning

    How fast (or slow) will Kerry move?

  • They like to perform full analysis and can take time to make any decision.
  • Can Kerry take some risk or not?

  • They weigh all decisions systematically and are unlikely to take many risks.

You And Kerry

Personality Compatibility


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