Joseph Lombardo

Hilliard, OH, ***** 614-***-****

ad1ys5@r.postjobfree.com http://www.linkedin.com/in/joseph-lombardo614 Self-motivated financial services professional with experience in customer relationship management, sales, investments and administration. Over 20 years in the retirement plans industry with exceptional work ethic and commitment to organizational objectives. Extensive background in data analysis, market research, and competitive intelligence, providing best-in-class and profitable customer service to achieve business growth and customer retention.

Qualifications Summary

Skilled in business relationship management, developing pricing models, delivering product demonstrations, and implementing effective pricing strategies to maximize profitability. Experienced retirement plans specialist, offering actuarial consulting services and guiding clients in product features / benefits and retirement planning options, while proposing tailored solutions for long-term financial security. Refined communicator with expertise in cultivating strong client relationships, securing new opportunities, and building strategic partnerships with focus on expanding client base. Proficient in Microsoft Office suite with in-depth industry and technical knowledge. 6 plus years of remote work experience. Series 6 License. Chartered Retirement Plans Specialist (CRPS)

Areas of Expertise

* Proposal Development

* Investment Analysis

* Contract Negotiation

* Retirement Plans

* Pricing & Market Research

* Client Needs Assessment

* Strategic Planning & Execution

* Time Management

* Team Leadership & Training

* Complex Issues Resolution

* Sales & Business Growth

* Customer Focused Selling

EXPERIENCE

Pricing & Product Consultant Jan 2011 - Present

Mutual of Omaha, Hilliard, OH

Perform plan-level performance and expense comparisons using FirmPlus software by Fi360. Analyze information for pricing requests and comparison reports, providing competitive knowledge for sales field. Discuss pricing, proposals, and competitor information with internal and external wholesalers on a daily basis. Reposition current plans by assessing data for potential pricing reductions, delivering pricing for relationship managers and advisors.

Customized pricing for all plans and reviewed each plan's characteristics with assets over $2M in alignment with company profitability, while supporting wholesalers nationwide.

Featured comparison reports into 80% of sold retirement plans, directly impacting sales and encouraging team towards surpassing goals by addressing management needs and quantifying work process through monthly reports

Minimized time and costs by identifying and rectifying over 80% of pricing issues, while assisting investment team in processing 30-minute Microsoft Teams call.

Identified five main competitors and presented a presentation at the National Sales Meeting in three breakout sessions (45 minutes each), obtaining competitor statements, fee disclosures, and other data.

Enhanced sales efficiency, saved time, and boosted profits; led completion of RFPs, covering 20 pages of questions by utilizing resources and knowledge, coordinating with various departments, and contributing effort with team.

Reduced touchpoints and increased overall efficiency; streamlined reprice process within a month by transforming initiative from a lengthy, multi-team endeavor to a swift, one-day turnaround.

Completed Request for Information (RFI) and (RFP) documents for broker-dealer partners and prospective partners.

Senior Internal Wholesaler - Pricing & Plan Analysis Jan 2011 - Dec 2014 Mutual of Omaha

Managed multiple retirement plans, such as 401(k), 403(b), and 457(a). Created customized pricing plans and underwriting strategies in accordance with customer needs. Conducted in-depth analysis of plan investments, plan documentation, and public filings to offer recommendations for new plan designs.

Attracted new business opportunities by balancing company profitability and competitive cost structure.

Established strategic partnerships with external sales team to create and implement sales and marketing strategies within assigned territories.

Facilitated financial advisors in promoting and implementing 401(k) plans. Internal Retirement Plan Consultant Jan 2007 - Jan 2011 Nationwide Financial Services, Dublin, OH

Liaison with home offices of clients in supported territory, encompassing Top 50, Top 200, and Non-Top 200 Advisors. Served as internal point of contact for various departments, including actuarial, sales, operations, finance, marketing, training, investments, and compliance. Ensured fulfillment of all contractual obligations across company for assigned clients. Acted as in-house and field sales consultant.

Expanded sales goals from $100M to $250M with 200+ advisors by devising territory sales and marketing plans with external sales team,

Surpassed 2009 sales goal, achieving 110% of target in close collaboration with external sales partners.

Additional Experience

Regional Marketing Director Retirement Marketing Specialists; Dublin, OH Account Manager Case Administrator Senior Pensions Processor. Nationwide Financial Services; Columbus, OH

EDUCATION

Bachelor of Science in Finance

Franklin University, Columbus, OH

LICENSES & CERTIFICATIONS

Chartered Retirement Plans Specialist (CRPS) College for Financial Planning Series 6 FINRA

Accident & Health Life Variable Annuities License State of Ohio In the process of obtaining Series 63

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