Jon Higham, Mba, Crps®, Aif® Email & Phone Number

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United States

• As a Relationship Manager at Mutual of Omaha, I focused on establishing, partnering, and maintaining relationships with Financial Advisers, Plan Sponsors, and Third Party Administrators in the Southeast. I managed 70.
• Enhanced retention through superior plan sponsor service and robust technical support, optimizing the benefits of retirement plans for participants.
• Successfully filled a critical open territory position, immediately prioritizing and traveling to high-risk plans, resulting in a 97% retention rate for plans in force.
• Developed and implemented a monthly email drip campaign targeted at Plan Sponsors and Advisors, establishing a consistent communication strategy that positioned me as the primary contact for issue resolution and.

• As a Relationship Manager at Nationwide, I focused on establishing, partnering, and maintaining relationships with Financial Advisers, Plan Sponsors, and Third Party Administrators in the Southeast. Using a.
• Enhanced retention rates for Emerging Market plans through strategic territory travel and consistent follow-up with advisors and plan sponsors, culminating in recognition among the top tier of Relationship Managers.
• Increased retention and augmented sales by introducing new products and operational enhancements, facilitating proactive communication with advisors and plan sponsors. Earned qualification for the prestigious Leaders.
• Successfully retained high-risk plan sponsors contemplating alternative providers by renegotiating pricing and implementing targeted educational campaigns for employees, ensuring continued partnership with Nationwide.

Grovetown, Georgia

• Managed day-to-day operations of a State Farm agency, ensuring comprehensive service delivery and operational efficiency. Led hiring, training, and coaching of agency staff in consultative and needs-based selling.
• Drove growth and retention initiatives for Property/Casualty and Life/Health insurance products.

Mid-Atlantic & Southeastern Territories

• Directed the sales and distribution of Target Date Funds and Managed Account retirement products across the Mid-Atlantic and Southeastern territories.
• Managed and trained a team of vendor partner wholesalers, including professionals from Lincoln, Guardian, Mutual of Omaha, Nationwide, and Independent Recordkeepers, enhancing sales processes and product knowledge.
• Led final presentations, enrollment meetings, and webcasts, driving sales and retention across new and existing advisor networks and plan sponsors.
• Executed enrollment, educational, and webcast meetings to foster business relationships and support sales initiatives in new and existing markets.
• Delivered critical internal and field sales support across Mid-Atlantic and Southern territories, ensuring alignment with strategic sales goals and client needs.

Atlanta, GA

Bachelor Of Business Administration - Bba, Risk Management And Insurance

Master Of Business Administration (Mba), Finance, General