Todd Oberle Email & Phone Number

Texas, United States

Dallas, Texas, United States

The Advisory Support Specialist acts as a product sales specialist and supports Advisors with the Advisory platform. The Advisory Specialist will develop partnerships with financial advisors, managing a pipeline of cases to drive Advisory net flows. The Advisory Specialist is responsible for developing and implementing a business plan and sales strategy to ensure the achievement of goals

Dallas/Fort Worth Area

Connecting businesses and consumers by doing payments better in the Large Corporate, Commercial and Business Banking space. In an increasingly complex marketplace, we empower businesses to give consumers the right commerce experience. We consult with businesses to customize solutions that integrate selling channels, open new markets, solve problems using data and staying secure to ultimately accomplish more. Bank of America Merchant Services, LLC is the result of a strategic alliance between Bank of America and First Data Corp. As an industry leader with a powerful commitment to the merchant business, Bank of America Merchant Services delivers a comprehensive suite of innovative payment solutions to merchants of all sizes. We are the number one U.S. payments processor today with over 13.5 billion credit card transactions processed annually, representing approximately 300,000 merchant based relationships. We have industry-leading products, world-class technology solutions, an expansive geographic footprint.

Westlake, Texas

EXPERIENCE: Fidelity Investments Strategic Advisors, Dallas, TXSenior Investment Consultant (2006 - Present)Dynamic sales consultant and team leader with extensive experience and well-developed skills directly impacting sales goals and revenue through asset acquisition and wholesaling to several branches over multiple markets. Received numerous results-based promotions and awards for my outstanding performance.*Top Performer: Consistently ranked in top 5 nationally in total sales and call volume. Average 150-200% of annual sales goal for assigned territory.*Strong Closer: Effectively collaborate with branches to close over $10 Billion in managed solutions the last 11 years.*New Product Introduction Wholesaler: Successfully impact support of 80+ financial sales advisors on new product launches, sales strategies and developing contact strategies. Authorized by executive vice president to host national calls to share best practices and consultative selling skills that significantly increase efficiency, customer satisfaction, retention and close rate.*Relationship Management: Cultivate relationships with customers, team and account executivesResponsible for asset acquisition and wholesaling for Fidelity Portfolio Advisory Services (PAS).Collaborate with senior account executives to present recommendations for valued added client management solutions.Manage risk to the firm by analyzing questionnaires to determine suitability for products and servicesProvide value focused solutions to over 10,000 high-net-worth clients with complex investment needsDevelop relationships and close big-ticket business by traveling to assigned territoryAssist in driving 50% of the firm’s annual operating revenue Pipeline management and Salesforce forecastingExcel in overcoming objections to close salesPresident’s Circle Winner 2014 and 2009Ranked #1 nationally in 2017Ranked #2 nationally in 2014 and 2009Top Achiever Award in 2012Ranked #3 nationally 2008 and 2007

Westlake Texas

Senior Financial Representative (February 1999 to 2006) Proactive-outbound calling on leads from 401k, prospect inquiries.  Annuity lead coordinator for prospect proactive team.FPI Sales Excellence Award winner for most consistent performer in production for each quarter for 2003 and 2005Playing to Win Campaign top performer award winner fall ‘05Championship Guidance Campaign winner for spring ’06

Bachelor Of Business Administration (Bba), Finance, General

Activities and Societies: Phi Gamma Delta (FIJI) Social Fraternity and Alpha Kappa Psi Business Fraternity

Education record