Sales Marketing
Resume:
FESTUS U. OBIOHA
Indianapolis, IN 46268
Mobile: 317-***-****
Home: 317-***-****
Email: ************@*******.***
FINANCIAL PROFESSIONAL
CAREER SUMMARY
Self starter recognized for ability to immediately connect with customers, serve consultatively as a resource to meet their needs, and develop long- term business relationships. Experience in wholesaling retirement plans, annuities and brokerage accounts. Strengths include:
• Strong presentation and negotiation skills
• Excellent proactive calling and relationship building skills
• Strong organizational and time management skills
• Excellent listening and probing skills
EXPERIENCE
AMERICAN UNITED LIFE INSURANCE COMPANY, Indianapolis, IN 2009 – 2011
Internal Wholesaler/Internal Sales Consultant, Sr.
Partnered with External Wholesalers in 5 territories in recruiting and developing a multi-channel network of financial advisers/RIA’s to sell retirement plans I supported adviser and external wholesaler network in prospecting, disseminating marketing materials and competitive analysis with benchmarking tools. Provided pricing information and product training for financial advisers and coordinated request for proposals (RFPs).
• Grew independent financial adviser network by 25% last quarter from fund company wholesaler leads, cold calling efforts and implementing business plan.
• Grew assets under management by $75M in 2010 by recruitment and development of multi-channel financial advisor/registered investment advisor network.
• Increased group annuity and trust platform sales through fund mapping and financial adviser conference call/presentations.
• Exceeded seminar and webinar attendance goals for 403(b) campaign by 20% in 2010, by leveraging web based prospecting tool Exact Target.
FLAGSTAR BANK, Indianapolis, IN 2008
Relationship Banker
Private Banker to high net worth clients on Westside branches in Indianapolis metro area.
• Increased asset retention rate by offering alternative investment vehicles to high net worth customers, during 2008 financial meltdown.
• Positively impacted P&L by partnering with branch managers to deliver presentations and workshops to raise client awareness of new FDIC limits in 2008/2009.
• Authored marketing promotions proposal for Indianapolis Indians-Flagstar co-sponsorship contract at Victory field (baseball facility) that helped increase foot traffic at branch level.
UNION FEDERAL/SKY BANK, Indianapolis, IN 2004 – 2008
Financial Specialist/Personal Banker III
Sales and service of deposit, loan and investment accounts-retail branch.
• Closed new business sales that accounted for 70% of monthly goals for investments
and loans, while cross-selling other financial products.
• Built network of loyal investment clients, through 401(k) rollovers, mutual fund and annuity sales.
• Exceeded monthly goals 110% by leading bank-at-work checking account presentations.
• Top investment sales producer, 4th quarter 2007.
BANK ONE / CHASE BANK, Indianapolis, IN 2003 – 2004
Relationship Banker
Sales and services of deposit, loan and investment accounts-retail branch. Coached teller staff on cold calling, prospecting and lead generation.
• Grew branch mutual fund/IRA accounts 200% by uncovering 401(k), 403(b), and 457 rollover opportunities, and closing mutual fund and annuity sales.
• Led Chase-at-work presentations that helped branch meet checking account goals monthly.
• Increased loan base by uncovering opportunities that escalated to middle market division.
• Top business loan sales producer in October 2004 with $1.2M in closed sales.
SALLIE MAE / KELLY SERVICES 2002 – 2003
Loan Sales Specialist, Call Center
Sales, service and retention of post-secondary education loan accounts for Sallie Mae’s 40 lenders and guarantors.
• Selected by management to offer loan servicing and consolidation assistance to physicians through the MEDLOAN program.
• Key member of counter marketing team that contributed to company attainment of $1B net goal in 2003 by making counter offers to unsatisfied borrowers.
PRE-PAID LEGAL SERVICES, INC., Ada, Oklahoma 1994-2001
Independent Sales Director
Marketing, sales and service of legal plan accounts to individuals and small businesses clients. Presentation and enrollment of participants in group benefit legal plans.
• Won Indiana top producer award for individual sales in 1995
• Certified group benefits specialist in 1996 with 4 active group accounts
• Certified fast start to success trainer in 1997
LICENSES
NASD Series 6, 63 and Life & Health Insurance License, 2003 – Present
EDUCATION
MBA, Finance and Marketing concentration
University of Indianapolis, Indianapolis, IN
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