News You Can Use

Sales Quality Research Group Receives Shopper Endorsement for Leading the Industry in Superior Training

We recently received a testimonial from one of our shoppers, expressing her appreciation for the training and tools we provide. More...


J.D. Power & Assoc. Releases 2010 U.S. Retail Banking Satisfaction Study


2009 Gallup Survey - Who Owns Annuities?

The Committee for Annuity Insurers has just released a fascinating new Gallup Survey of owners of non-qualified tax-deferred annuities. More...


Beware of "Mystery Shopping" Scams

Over the past year, several of our clients have contacted us regarding possible mystery shopping opportunities that turned out to be scams. More...  


J.D. Power and Associates Releases 2009 Investor Satisfaction Study


FINRA Launches Enhanced Investor Protection and Education Programs

FINRA and AARP recently launched a series of new initiatives aimed at educating and protecting investors - particularly seniors. More...


 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Our Team

The Sales Quality Group Team has been working since 1993 to provide the financial services industry with comprehensive and industry-consistent methodology and systems for performing periodic performance measurement, quality assurance, and compliance evaluations for all types of investment, insurance and retail bank sales programs. Sales Quality Group has conducted thousands of sales, service, compliance, and customer satisfaction studies for the financial services industry over the past decade.

Jim Rensel is the co-founder and president of Sales Quality Group.  Jim has over twenty-five years' experience in banking and investment/insurance product sales. He has helped establish, manage and support investment and insurance product sales programs for over a dozen banks including Bank of America, Chase Manhattan Bank and Washington Mutual Savings Bank.  He also has a background in strategic planning and product development with several banks.  His company provides on-going research and consulting services for over three dozen major banks, credit unions and insurance companies.  Rensel is a frequent speaker at industry conferences and has authored or co-authored several articles on investment product sales and compliance practices.  He has a degree in Mathematics, has held a variety of insurance and securities licenses (including a General Securities Principal’s license - series 24), and is an honor graduate of the Pacific Coast Banking School.


Dr. Kenneth Kehrer is the co-founder and a part owner of Sales Quality Group.  Dr. Kehrer is the nation’s leading consultant for bank investment and insurance product sales programs.  His studies on sales penetration, profitability, productivity and compensation have helped many banks benchmark their program’s performance and better understand the key drivers of success.  Dr. Kehrer has also served as an expert witness in some of the most important litigation involving bank broker dealers.  His firm, Kehrer-LIMRA, publishes the highly regarded Kehrer-LIMRA Report, as well as case studies and regulatory analyses of the retail financial services industry.  Dr. Kehrer holds a Ph.D. in Economics from Yale University.

Click here for additional information on Kehrer-LIMRA.


Bill Gutkowski is the Director of Operations for Sales Quality Group.  Bill has extensive experience in all aspects of project administration, including project design, quality control, analysis, and reporting in a wide variety of industries, including automotive, banking, packaged goods, fast food, and health care.  He served as the Director of Operations for Insights & Solutions, Inc. prior to joining Sales Quality Group.  Bill was also an analyst for the National Research Group and a Senior Account Executive for Walker Research.  Bill has a degree in Education from Fitchburg State College.


Suzette Drake, an independent contractor and owner of Extra Eyes Nationwide, Inc., has served as the Field Services Director for Sales Quality Group for the past 7 years.  Suzette is a 15-year veteran of the market research industry and has first-hand experience as a mystery shopper, trainer, editor and scheduler.  She has conducted mystery shopping studies for a number of full-service research firms and businesses from across the country.  Suzette studied Journalism at Riverside City College in Southern California, and honed her writing skills as the Lead Editorial Writer for TV Guam Magazine.

Click here to visit Suzette's website for Extra Eyes Nationwide.


Ed Bergo is Vice President and Senior Project Director for Sales Quality Group.  Ed has extensive experience in conducting research for a wide variety of retail companies, financial institutions and government agencies.  Prior to joining Sales Quality Group, Ed spent a dozen years as a senior executive and part owner of WestGroup Marketing Research, one of the leading full-service research firms in the Southwest.  Ed Bergo has been nationally recognized as a pioneer in computerized data collection and was named Marketer of the Year by the Phoenix area chapter of the American Marketing Association.  Ed also serves on the national Board of Directors of the Market Research Association.


Valentina Zeff is a senior project manager for Sales Quality Group. She has over 20 years' experience in process improvement, project management, communications, and marketing/development for several firms, ranging from educational and non-profit organizations to small businesses and Fortune 500 corporations. Prior to joining the Sales Quality Group, she worked as a systems analyst and consultant for W.L. Gore & Associates, Inc., where she designed a sophisticated centralized tracking system for three of their top-selling medical devices. She attended U.C. Santa Cruz and holds a bachelors degree in Humanities from New College of California.


We are sad to report that Sparky, our 15 year-old purebred Shih Tzu, has gone
to the great doghouse in the sky. As many of you know, Sparky served as our
mascot and had been coming to the office every day since he was a puppy. In
addition to his mascot duties, Sparky served as Vice President of Security and
Morale and even had his own business cards. Sparky had been trained to bark at
unwanted door-to-door sales people, but he readily identified the UPS driver, who
brought him treats daily. Sparky will be missed by all who knew him.

Sparky