Jacob Witkowski, Aif Email & Phone Number

Olmsted Falls, OH, US

Cleveland, Ohio, United States

Cleveland/Akron, Ohio Area

• Leads Internal & DCIO Sales teams who are responsible for increasing sales and retaining assets of PNC mutual fund and separate account strategies. Drives training, coaching and development of Internal & DCIO Sales.
• Created/Owned the CRM reporting system by which we identified KPI’s and corresponding activity, which was delivered through a monthly scorecard and allowed us to reinforce effective sales tactics as well as identify.
• Created formalized sales process which helped sales teams identify travel zones, client/prospect segmentation, and marketing resources which led to increased productivity and strategic outreach.
• Created internal onboarding (resource guide) and follow on training program that included a regular frequency of sales presentations, practice phone interactions, and comparative analysis reviews.
• Created annual marketing outreach using Gantt charts and in some instances created the actual marketing collateral itself.

Cleveland/Akron, Ohio Area

• Leads Internal & DCIO Sales teams who are responsible for increasing sales and retaining assets of PNC mutual fund and separate account strategies. Drives training, coaching and development of Internal & DCIO Sales.
• Created/Owned the CRM reporting system by which we identified KPI’s and corresponding activity, which was delivered through a monthly scorecard and allowed us to reinforce effective sales tactics as well as identify.
• Created formalized sales process which helped sales teams identify travel zones, client/prospect segmentation, and marketing resources which led to increased productivity and strategic outreach.
• Created internal onboarding (resource guide) and follow on training program that included a regular frequency of sales presentations, practice phone interactions, and comparative analysis reviews.
• Created annual marketing outreach using Gantt charts and in some instances created the actual marketing collateral itself.

Cleveland/Akron, Ohio Area

• As directed, execute the appropriate activities, tactics and strategies to generate, identify and pursue new opportunities by educating and positioning PNC capabilities to generate awareness, deliver solutions and.
• Created the process by which each partnership segmented their clients/prospects within our CRM in order to be more targeted in our rotations
• 186% and 143% to Sales Goal for my respective partnerships

Cleveland/Akron, Ohio Area

• Responsible for administrative duties, resolving day to day client issues, coordination of internal groups for issue resolution, client presentations and sales support for company sponsored retirement plans. Required.
• Book of clients consisted of 12 plans, 4800 participants, and $684 Million in AUM
• Obtained QKA Designation

Cleveland/Akron, Ohio Area

• Supported the daily operations of the Wealth Management Advisor being responsible for the following: Service: Processed telephone redemptions/transfers, loan/surrender requests for Variable Annuity/Variable Life.
• Obtained Series 7
• Responsible for 401k plans within the practice

Cleveland/Akron, Ohio Area

Respond to routine call center inquiries from brokers, bank representatives, internal and external wholesalers and clients on Mainstay fixed and variable annuity products. Advise brokers, bank representatives, internal and external wholesalers, and contract holders and their representatives on contract provisions and related laws, regulatory requirements.

Cleveland/Akron, Ohio Area

Responsible for daily administrative tasks associated with the team’s workload, which supported the team’s ability to function efficiently and with a high degree of accuracy. Responsible for daily support of plan/trust administration and analysis for team-assigned plans/trusts while performed under general supervision. Ability to resolve problems with less.

Cleveland/Akron, Ohio Area

Took participant phone inquiries regarding retirement plan loan originations, loan payoffs, hardship distributions, service separation and rollovers, statement information and other administrative issues. Responded to customer correspondence and complaints, places outbound/retail cross sell calls, reporting an element of department metrics, and/or.