John H. Hobika, Jr.
Vice President/Relationship Manager at Berkshire Bank- Claim this Profile
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Bio
Credentials
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NMLS
NMLS LicensingJul, 2021- Nov, 2024 -
Registered Representative of The Leaders Group, Inc. Member FINRA
The Leaders Group, Inc.Mar, 2021- Nov, 2024 -
Life & Annuity Certified Professional (LACP)
NAIFAJan, 2020- Nov, 2024 -
New York State Continuing Education Instructor
New York State Department of Financial ServicesMay, 2019- Nov, 2024 -
SIE Securities Industry Essentials Examination
FINRAOct, 2018- Nov, 2024 -
Certified Agent New York State Partnership for LTC programs
NYS Partnership for Long Term CareJan, 2006- Nov, 2024 -
Certification in Long Term Care (CLTC)
CLTCJun, 2001- Nov, 2024 -
Series 6 & 63
FINRAJan, 1999- Nov, 2024 -
Certified Financial Education Instructor (CFEI)
National Financial Educators Council -
New York State Life , Annuity, Accident & Health License
New York State Department of Financial Services
Experience
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Berkshire Bank
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United States
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Banking
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700 & Above Employee
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Vice President/Relationship Manager
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Jun 2021 - Present
I am combining my years of experience in the insurance & financial service industry to be a quarterback for valued & prospective clients and deliver on all of our Bank's capabilities & resources. In addition, collaborating with our entire team to bring best in class solutions to a variety of individuals & organizations to better equip them to meet & exceed their financial goals. I am combining my years of experience in the insurance & financial service industry to be a quarterback for valued & prospective clients and deliver on all of our Bank's capabilities & resources. In addition, collaborating with our entire team to bring best in class solutions to a variety of individuals & organizations to better equip them to meet & exceed their financial goals.
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Advisors Insurance Brokers
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United States
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Insurance
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1 - 100 Employee
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Regional Sales Consultant
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May 2019 - Present
Following are my key accomplishments: ● Assures the distribution and sales of several insurances, annuity, and group benefits solutions by cultivating tactical established partnerships with career life insurance agents, broker-dealers, property and casualty agencies, investment advisors, and financial planning firms. ● Have been a frequent speaker with a keen focus on addressing various business and personal insurance planning needs for a variety of organizations, firms, and clientele. ● Establishes customer relations and productive referral business through a consultative approach. Show less
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M&T Bank
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United States
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Financial Services
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700 & Above Employee
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Vice President/Senior Regional Insurance Specialist
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Apr 2000 - Dec 2018
During my past role, I maintained the organization's positive image by implementing best practices. I managed all phases of the sales development lifecycle to generate new business comprising of lead generation and prospecting. I delivered face-to-face sales presentations to prospective clients and timely completing more than 5,000 insurance policy review analysis at a regional level. I determined customer needs, presented products and solutions, and closed sales. Following are my key accomplishments: ● Achieved targeted business, sales, and financial goals by collaborating with M&T regional leadership, licensed relationship managers, business bankers, financial advisors, and private client advisors of Wilmington Trust. ● Drove sales and account growth, closed new business in a competitive marketplace, and boosted profitability through effective sales planning. ● Built, managed, and grew key account base to capitalize on all sales and business development opportunities as well as increase client satisfaction, retention, and loyalty. ● Sustained business growth by managing all strategic business-related functions; fostered lasting customer and business rapports while using all assigned resources to attain desired results. ● Successfully contributed to the improvement of customer service and quality standards by assessing optimal results and responding to the customer’s feedback. Show less
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KeyBank Commercial
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Financial Services
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700 & Above Employee
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Insurance Specialist
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Apr 1998 - Mar 2000
Insurance professional responsible of servicing 6 retail branches throughtout Central NY with the sales & service of Life, Disability & Long Term Care programs to individuals & small busness owners. Insurance professional responsible of servicing 6 retail branches throughtout Central NY with the sales & service of Life, Disability & Long Term Care programs to individuals & small busness owners.
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New England Financial
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United States
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Financial Services
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200 - 300 Employee
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Broker
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Mar 1994 - Mar 1998
Insurance offerings of Life, Disability, Long Term Care, Employee Benefits, Fixed & Variable Annuities. Comprehensive business & estate planning to individuals, families & business owners throughout Central New York. Insurance offerings of Life, Disability, Long Term Care, Employee Benefits, Fixed & Variable Annuities. Comprehensive business & estate planning to individuals, families & business owners throughout Central New York.
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Northwestern Mutual
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United States
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Financial Services
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700 & Above Employee
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Special Agent
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1992 - 1994
Offering of various Life, Disability programs through comprehensive analysis. Offering of various Life, Disability programs through comprehensive analysis.
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Education
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The American College of Financial Services
Financial Services Curriculum, Financial Planning and Services -
State University of New York at Delhi
Associate of Science - AS, Business Administration and Management, General -
The New England Career School
Insurance -
Utica College
Bachelor of Science - BS, Business Administration, Management and Operations
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