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 teams. Directs development and execution of partnership (Internal/External) & DCIO specialist sales plans. Responsible for sales and activity reporting, vendor relationships and internal sales team as well as DCIO sales team compliance. Functions as an Internal Wholesaler for a limited number of External wholesalers as needed.• 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 areas for improvement.• 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 teams. Directs development and execution of partnership (Internal/External) & DCIO specialist sales plans. Responsible for sales and activity reporting, vendor relationships and internal sales team as well as DCIO sales team compliance. Functions as an Internal Wholesaler for a limited number of External wholesalers as needed.• 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 areas for improvement.• 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 drive new revenue. Calls on prospects and Centers of Influence to sell the full spectrum of PNC products and services, generally at client location and either self-initiated or referred by internal/external partners. Cultivates referrals/leads, generates interest and collaborates with partners to close the sale. • 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 detailed and specific understanding of ERISA and pension industry rules and regulations as well as plan design, compliance, IRS reporting as well as a working knowledge of mutual funds and other investments. • 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, provided values and benefits related information for/to variable contracts, discuss account values and performance with client, complete trade tickets based on information obtained from client, met with newly eligible employees to enroll in retirement plans, meet with clients for periodic account reviews.Prospecting: Met with clients/prospects to complete product applications & open new accounts, discuss potential rollover opportunities from other retirement plans for variable contracts and mutual funds, engage in sales or solicitation activities of variable products and mutual funds.Fee-Based Planning: Managed portfolios through our proprietary screening process, create and adjust asset allocation models, rebalancing, tax-loss harvesting, RMD’s, IRA Contributions, met with mutual fund wholesalers to receive product updates.• 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, and company procedures. Initiate wire transfers, trades, withdrawals, along with setting up systematic payments.

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 complex plans/issues and work with operations to handle issues as they arise Ability to analyze internal reports from the compliance department to ensure accuracy of census data, ability to process trading activity for assigned relationships; monitor and direct cash flow and to be familiar with all written communication with plan sponsors/TPAs including: benefit and trust statements, communication and education materials.

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 assisting in training newest representatives in specific areas. Handled follow-up issues and assisted with retail cross selling