Kehrer Bank Investment and Insurance Services Compensation Study

This annual study of compensation paid to sales staff, managers and executives of bank investment and insurance services programs is based on proprietary information provided by bank investment and insurance programs for 23 different positions:

• Broker/dealer President
• Insurance Agency Head
• National Sales Manager
• Regional Sales Manager
• Platform Sales Manager
• Platform Sales Coach/Trainer
• Chief Operations Officer
• Chief Financial Officer
• Chief Compliance Officer
• Chief Technology Officer
• Operations Manager
• Marketing Manager
• Internal Wholesaler
• Training Manager
• Direct Sales Managers (Investment and Insurance)
• Dedicated Investment Reps/Financial Consultants
• Licensed Branch Bankers
• Sales Assistants (Licensed and Unlicensed)
• Retail Insurance Agents
• Advanced Life Insurance Agents
• Insurance Wholesalers

The study reports prior-year base and incentive compensation and current base compensation by

• size of the bank in terms of retail deposits
• size of the bank in terms of the number of branches
• geographic region of the bank's home office
• age of the program.
• distribution strategy (dedicated investment reps only or "hybrid")

In addition, the study analyzes the structure and determinants of incentive compensation, by position.

We have been conducting compensation surveys of bank investment and insurance services programs since 1992.

Price: $1,500 (discounted for participants, community banks, and BISA members)
[How do I participate?]
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