Scott Jacobson

Leading salesperson in Retirement Solutions and products

• Interacted well with consultants and Plan Sponsor prospects to build connections and nurture relationships.
• Consistently exceeding annual sales goals
• Responsible for $44 billion in new assets in sales of defined contribution, defined benefit and fiduciary investment services over last 10 years
• Lead sales person in obtaining largest Defined Contribution plan of $17 billion in assets with over 100,000 participants in Bank of America Merrill Lynch history

Key person in responding to Requests for Proposals from search consultants for new business opportunities in assigned terrterritory

Developed relationships of high net worth individuals to produce new clients for Wealth Management Group

• Collaborated with Bank Executives for introductions to key high network clients
• Networked with centers of influence for potential opportunities

Led Sales Team of 8 for business development of 401(k) administration and investment only sales

• Hired and managed employees to maximize productivity while training staff on best practices and protocols.
• Established a culture of continuous improvement, leading by example to drive operational excellence across the organization.
• Strengthened relationships with key stakeholders, fostering trust and collaboration across the organization.

Developed relationships among outside financial advisors to sell 401(k) proprietary product

• Worked closely with organizational leadership to onboard Financial Advisory firms to develop a sales agreement among parties

Started 401(k) daily valued record keeping product

• Collaborated with external consultants and vendors to provide daily record keeping and participant education
• Exceptional success as one of the pioneers in daily recordkeeping

Collaborated with banking partners to work with their clients on retirement, investment solutions and trust and escrow accounts