Summary
Overview
Work History
Education
Skills
Certification
Timeline
Generic

JON FORBES

DUBLIN,USA

Summary

Dynamic, results-driven executive with a strong background in strategic leadership and operational excellence. Proven success in driving growth, optimizing processes, and fostering a collaborative team culture. Expertise in strategic planning, change management, and stakeholder engagement supports a proactive approach to challenges. Committed to delivering high-impact results while remaining adaptable to evolving demands in a fast-paced environment.

Overview

33
33
years of professional experience
1
1
Certification

Work History

Vice President Strategic Account Management

Nationwide Financial
11.2019 - Current
  • Lead cross-functional teams to drive strategic planning and execution with strategic partners focused on sales, marketing, operations and technology delivery.
  • Developed and implemented strategic partner governance models and budget frameworks that enhanced efficiency and productivity in a scalable way across Strategic Account Management aligned with Nationwide Financial business segments.
  • Oversaw budget management, ensuring financial alignment with strategic objectives and resource allocation to Nationwide Financial businesses.
  • Foster strong relationships with key stakeholders both internally and strategic partners externally to align strategic goals, collaboration and execution across business priorities.
  • Lead change management efforts and organizational structure to support the Nationwide Financial operating model.
  • Consistently establish performance metrics to evaluate success of strategy and priorities, driving accountability across teams.

National Sales Manager Emerging Distribution

Nationwide Financial
10.2017 - Current
  • Developed and implemented strategic initiatives to enhance financial product and solutions offerings to existing and new strategic partner opportunities.
  • Led cross-functional teams in executing comprehensive market analysis for new partner opportunities and risk assessment.
  • Fostered relationships with key stakeholders to drive business growth and client satisfaction.
  • Directed organizational change initiatives that increased efficiency and streamlined processes.
  • Collaborated with senior management to develop strategic initiatives and long term goals.
  • Established and maintained strong relationships with customers and strategic partners.

Divisional Vice President

Nationwide Financial
01.2014 - 10.2017
  • Lead sales of life insurance and annuities through Independent Marketing Organization(IMOs) and Brokerage General Agencies(BGAs).
  • Fostered a culture of collaboration, enhancing stakeholder engagement across multiple businesses within Nationwide Financial.
  • Analyzed market trends to inform strategic planning and enhance competitive positioning in the industry.
  • Expanded divisional market share by developing and implementing strategic growth initiatives.
  • Led successful cross-functional collaborations for optimal results in product development, marketing campaigns, and process improvements.

Divisional Vice President

Nationwide Financial
01.2003 - 01.2014
  • Led the build out of the life insurance Brokerage General Agency distribution with focus on the internal and external sales organization as well as aligning strategy with key operational and functional areas to deliver on all infrastructure and support needs.
  • Established key performance indicators to assess divisional effectiveness and inform decision-making.
  • Fostered a culture of collaboration, enhancing stakeholder engagement across multiple departments.
  • Championed change management efforts to successfully navigate organizational restructuring to support new sales organization.
  • Delivered consistent revenue growth with targeted sales strategies and strong client relationship management.

Regional Insurance Coordinator and Regional Vice President

Nationwide Financial
02.1993 - 01.2003
  • Held various positions from internal territory management support to wholesaling in the Mid-Atlantic/Greater Philadelphia region for variable universal life insurance.

Education

Masters of Science in Management - Management

The American College
Bryn Mawr, PA
05.2011

Bachelor of Science - Financial Management and Resource Management for Insurance and Financial Planning

The Ohio State University
Columbus, OH
05.1992

Skills

  • Experienced in strategic leadership
  • Organizational Design and Effectiveness
  • Cultural development
  • Effective relationship management
  • Operational enhancement
  • High Performance Team Leadership
  • Collaborative decision-making
  • Problem-solving skills

Certification

Series 6 and 26 FINRA Licensed. Life and Health Licensed.

Timeline

Vice President Strategic Account Management

Nationwide Financial
11.2019 - Current

National Sales Manager Emerging Distribution

Nationwide Financial
10.2017 - Current

Divisional Vice President

Nationwide Financial
01.2014 - 10.2017

Divisional Vice President

Nationwide Financial
01.2003 - 01.2014

Regional Insurance Coordinator and Regional Vice President

Nationwide Financial
02.1993 - 01.2003

Masters of Science in Management - Management

The American College

Bachelor of Science - Financial Management and Resource Management for Insurance and Financial Planning

The Ohio State University

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