Brian Comiskey Email & Phone Number

Prospects within given territory by maximizing the opportunity afforded by sales leads generated from a variety of resources, including, but not limited to personal production and networking, ADP corporate generated lead activities, the financial advisor community and ADP payroll sales force generated leads. Building sustainable relationships and trust with customer accounts through open and interactive communication.

Manages all aspects of a wide variety of Employee Benefit Trust accounts. This includes nurturing the client relationship via telephone calls and/or personal visits, as well as coordinating the management of the relationship and client satisfaction. First point of contact for client complaints and responsible for reporting to management and Client Assurance team.  Holds ultimate responsibility for all client activity and must coordinate all areas of US Trust in order to service the client most effectively. Manages all aspects of a wide variety of Employee Benefit Trust accounts. Develops, builds and nurtures client relationships via phone, email and visits to ensure client satisfaction. Researches and responds to inquiries from clients, Client Relationship Managers, UST Portfolio Strategists, Financial Advisors and third party providers associated with their clients.

Pennington, Nj

Responsible for coordinating information and activities with external business partners (Attorneys, CPAs, and Fiduciary Accountants, third party vendors, etc. ), and with internal support partners (FA’s, Sales, Tax, Compliance, SAM, ART, Operations, Technology Groups and Trust Administration, etc.) to ensure accurate, timely and efficient administration, and to manage business risk.Accountable for managing the mid-size, complex situations that require a high level of technical expertise and knowledge.Assigns tasks to the Specialized Fiduciary Administrators, monitors progress and approves completed work. Responsible for coaching, developing, and mentoring more junior level officers and administrators within the team.Act as a technical resource within the larger group and / or with field based officers.

Primary operational contact for a block of 401(k) retirement plans. Accountable for overall delivery of service to customers. Manage daily communications with internal and external parties to maintain and develop strong client relationships. -Proactively follows up on outstanding issues with internal functional areas as well as with external clients.-Proactively addresses and communicates essential recordkeeping information to stakeholders during each plan year.-Ensures issues are being resolved and clients are kept apprised of progress ensuring highest level of customer service and satisfaction.-Promptly handles escalated issues requiring special handling through coordination with various internal departments.-Participates in and/or coordinates conference calls and meetings to consult and assist client with questions or issue resolution.

Preparation and quality control of both electronic and print performance related materials. Manage and update performance reporting templates for both monthly benchmark and quarterly performance reports for the Specialized Benefit Resources business, while promoting and maintaining MetLife brand standards. Work collaboratively with MetLife Compliance to obtain appropriate legal approvals for performance materials. Liaise with fund investment managers and MetLife investment/product teams to gather accurate private placement separate account specific information for use in performance based marketing materials to accredited investors.

Responsible to provide technical, marketing and sales support of all NY Agents, Clients and Prospects. Provide personalized and objective assistance, product neutral support, and up-to-date information on the new rules affecting retirement plan distributions. Source of referrals for our group network agents. Help network agents capture their share of the IRA rollover market and the cross selling opportunities it represents. Review client’s choices, the tax consequences, and the issues to consider with each option. Discuss which option may be best, given a clients unique needs. Develop a strategy to help clients implement a distribution choice, including how to roll over to an IRA.

Educated Prudential 401k and 403b retirement plan participants to understand all distribution options. Assisted participants to understand all advantages and disadvantages of their distribution options. Answered general tax, investment and planning questions. Facilitated the moving of tax-deferred assets to IRAs, Annuities and other Prudential products.  Met and exceed monthly productivity targets specific to cross-selling opportunities.

Bachelor'S Degree, Communication And Media Studies

Activities and Societies: Pi Lamda Phi

Bachelor Of Science Media, Communication And Technology, Bachelor Of Science Media, Communication And Technology