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 retirement plans totaling $400M in assets. Engaged in finals meetings with Regional Vice Presidents, conducted proactive repricing, performed plan reviews, and coordinated educational and enrollment sessions. • 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 relationship management.

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 consultative approach, I managed the Southeastern territory comprising 115 plans with assets totaling $900M. Engaged in final meetings with Regional Vice Presidents, spearheaded retention initiatives, conducted proactive repricing, and led plan reviews. • 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 company wide.• 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 Conference in 2020 for exceptional retention efforts. • 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 techniques, significantly enhancing team capability. Utilized Contact Management System to effectively track and monitor daily workflow and sales metrics, optimizing operational productivity.• 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