Firm Foundations- Talent Acquisition

Live workshop designed for recruiting and selection in the
financial services industry.

Upcoming Live Workshop Dates:

May 8th - 9th (2018)
Registration Closed

August 14th - 15th (2018)
Registration Closed

October 16th - 17th (2018)
Register Now

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Live Workshops

In partnership with HPN & LIMRA, rekroot has designed a talent acquisition workshop that teaches talent acquisition from start to finish. Attend an open enrollment or have rekroot design the format for a specific-company workshop. The workshop focus will be in skill set, strategy and execution. Learning best practices around sourcing, language and the entire interview process. This is a great way to stay up-to-date on recruiting trends.

Firm Foundations: Talent Acquisition

This program is designed for those who have the responsibility to recruit individuals into the financial services industry. The workshop will provide field-tested, top industry expertise with over a 17+ years of combined recruiting experience. We encourage teams to attend together.

Agenda:

  • Current recruiting trends
  • Understanding the next generation of sales talent
  • Setting up for success: building your brand and understand the what and why behind your numbers
  • Recruiting: LinkedIn, COI’s and Nominators, referral culture, specialty recruiting
  • Panel of experts: hear from a recruiter and manager that have been successful recruiting in our industry
  • Selection: the process and using behavioral interviewing techniques
  • Recruiting commitment plan

By attending this workshop, you will leave with a recruiting commitment plan, an understanding of what it takes to achieve your yearly goals, know how to source your ideal candidate, understand best practices for the selection process and know how to attract different generations to the opportunity.

Speakers

Kimberly Buck

Kimberly Buck

Principal Consultant rekroot

Early in her career within roles at careerbuilder.com, staffing, and financial firms, Kimberly became observant that recruiting is a sales job, not just an administration job, and that helping recruiters to thrive in their career was overlooked. Recruiters having success to realize this career can be a life-long fulfilling role was also absent.

Kimberly explains, “I thrive on the trifecta of being able to pass along knowledge to both new and seasoned recruiters who have the passion to succeed, while having the patience to develop a fine art of selection.”

With Kimberly’s guidance and rəˈkro͞ot’s efficient systems and structure, recruiters will understand what it takes to succeed, stay motivated collaborate with additional team members and have the confidence to work through skillset and knowledge of the industry to have conversations with purpose!

Before co-founding rəˈkro͞ot, Kimberly primarily worked with Northwestern Mutual and MassMutual in Executive Selection Roles, coaching teams of recruiters, managing directors, and new members of management. Kimberly has a proven track record of success from coast to coast. In her most successful recruiting year, Kimberly personally recruited 21 associates.

Kimberly resides in Chicago with her French bulldog, Oscar. She enjoys traveling and is a die-hard University of Iowa Alumni. Go Hawks!

Morgan Freitag

Morgan Freitag

Recruiting & Sourcing Consultantrekroot

Morgan began her career in retail with Ralph Lauren, traveling around to different store locations to recruit, rebuild or develop a successful sales team. After many years in the retail industry Morgan was introduced, by none other than her good friend, Kimberly Buck to Northwestern Mutual. Starting out as a Financial Representative gave Morgan a first-hand experience in to the role. A move to NYC took her career with NM into a new direction as a recruiter. After 7 years with Northwestern Mutual her experience in building, coaching and developing teams of recruiters, Morgan now wants to bring that knowledge to the industry.

Morgan’s thought process behind recruiting has always been “leave the candidate in a better position than when they first walked in your door. It’s a simple concept, however will make you a memorable recruiter.”

In her career, Morgan has taken a strong effort to understand the changes in recruiting, from paper resumes to “e” recruiting with a tool like LinkedIn. Her efforts in her personal recruiting success will help her relay to your company and take your sourcing to the next level.

Morgan is currently pursuing a certification as a “Certified LinkedIn Professional- Recruiter”. On a personal side, residing in Chicago has her summers full of running, music and neighborhood festivals.

Joey Davenport

Joey Davenport

CLU, CLF, CLTCPresidentHoopis Performance Network

Joey is President & Principal of the Hoopis Performance Network in Chicago. He has twenty years of experience in the financial services industry as a top producer, manager, entrepreneur and international speaker.

As a Certified Trainer and Master Coach, he is considered the Executive Producer of Northwestern Mutual's Enduring Relationships program and the Hoopis University. He is also one of the principal authors and co-producers of the advanced sales training program, Factfinding DNA. Joey is co-author of the #1 best-selling book, "The Power of Coaching: Engaging Excellence in Others." He is the executive producer of the award-winning Trustworthy Selling sales effectiveness program developed with LIMRA International and the recently launched Advanced Planning Channel. His web-based training programs have received top recognition including multiple Digital Media Innovators Awards and the ROI Institute's Top 10 Case Studies.

Joey is Past President of NAIFA Chicago and a graduate of NAIFA's Leadership in Life Institute. He received the NAIFA Illinois Young Advisors Team Leader of the Year award and the Jack E. Bobo Award for Association Excellence from the NAIFA Federation. He is an international main platform speaker and his work has been featured in numerous industry publications.

Joey lives in Chicago with his wife Lyndy and their son William. He enjoys spending time with his family, traveling and playing music in his blues/rock band.

Harry Hoopis

Harry Hoopis

CLU, ChFCCEO Hoopis Performance Network

Harry Hoopis is the Chief Executive Officer of the Hoopis Performance Network and is a renowned entrepreneur, leader, speaker and industry icon. Over his 40 year career, he built one of the largest and most successful financial services firms in the world in Chicago, Illinois.

During his illustrious career, Harry was awarded the Master Agency Award every year since its inception, received the Robert Templin Award for his many contributions to management development and is the recipient of NAIFA Chicago’s Leadership in Life Award. Harry was inducted in the GAMA International Management Hall of Fame. He served on the Board of Trustees for the GAMA International Foundation and is Past President of GAMA International as well as Northwestern Mutual’s General Agent’s Management Association.

He is still an active member of two of the industry’s most elite study groups, the LIMRA Research Agencies Group and the General Agents Symposium. Harry is also the principal author of The Essentials of Management Development, creator of the Firm Foundations seminar series, and developer of the Fixed Activity Commitment System. Harry is the author of the best-selling book, The Road to the Bountiful Life: Achieving Success in Financial Services and donates all proceeds to the GAMA Foundation. Harry resides in Lake Forest, Illinois with his wife Bea of over 40 years. He has two adult children, Krina and Peter, and is the proud grandfather of Alex, Sophie, Teddy, McKenzy, Teagan and Brecklyn.

Special Guest Speaker

Rick Funke

Rick Funke, LLIF

Assistant Vice President LIMRA and LOMA

Rick Funke is a globally recognized and respected expert in the assessment and selection of sales and sales management professionals. Rick leads the Assessment & Development Solutions client support & on-boarding team, which is responsible for product implementation, training and customer service for our 200 global assessment and development customers. In his work with LIMRA, he has designed enterprise-based sales recruitment and selection programs, advised clients on “best practices” recruiting and selection programs, and is recognized for the delivery of sales effectiveness programs world-wide. Rick joined LIMRA in 1982 as a research associate and assumed his current role in 2008. He received a bachelor’s degree in psychology from Eastern Connecticut State University.

His accomplishments include

  • Consulting with financial services executives around the world to help them boost profitability by improving sales force effectiveness.
  • Guiding the design of competency-based business strategies and programs for sales force growth by applying best practices for identifying, developing, and retaining the sales talent.
  • Leading the design and implementation team for LIMRA’s industry recognized Recruiting and Retention Summit.
  • Lecturing internationally on the use of professional assessment tools and processes for the recruiting, selection and development of sales teams.
  • Consulting with LIMRA’s global membership, with a special focus in Asia, on executive sales management team structure designed to improve sales management effectiveness.

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