Andrea Johnson

Andrea Johnson Email and Phone Number

Retirement Plan Education Specialist @ Sentry
Columbus, OH, US
Andrea Johnson's Location
Columbus, Ohio, United States, United States
Andrea Johnson's Contact Details

Andrea Johnson personal email

n/a

Andrea Johnson phone numbers

About Andrea Johnson

Experienced Financial Representative with a demonstrated history of working in the community.

Andrea Johnson's Current Company Details
Sentry

Sentry

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Retirement Plan Education Specialist
Columbus, OH, US
Andrea Johnson Work Experience Details
  • Sentry
    Retirement Plan Education Specialist
    Sentry
    Columbus, Oh, Us
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  • Merkel Wealth Management
    Registered Client Service Associate
    Merkel Wealth Management Jul 2024 - Present
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  • Kemba Financial Credit Union
    Business Resource Partner
    Kemba Financial Credit Union Sep 2022 - May 2024
    I serve as the chief liaison between the community and the credit union in which I research, coordinate, manage and implement a comprehensive community strategy effectively. I am responsible for creating new community partnerships while also fostering and developing our current community relationships.
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  • Dehan Enterprises
    Financial Sales Agent
    Dehan Enterprises Jan 2020 - Sep 2022
    - Develop and maintain relationships with individuals and business owners in order to provide a solution to their financial needs.-Serve as a financial resource to existing and potential clients by providing counseling and guidance on the features and benefits of Insurance and retirement savings plans which drive sales growth.-Cultivate multiline insurance services amongst clients which helps drive retention. - Create and present illustrations to clients to address and meet their… Show more - Develop and maintain relationships with individuals and business owners in order to provide a solution to their financial needs.-Serve as a financial resource to existing and potential clients by providing counseling and guidance on the features and benefits of Insurance and retirement savings plans which drive sales growth.-Cultivate multiline insurance services amongst clients which helps drive retention. - Create and present illustrations to clients to address and meet their current financial needs.- Identify potential clients and deliver promotional presentations to acquire their business Show less
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  • Horace Mann
    Account Executive
    Horace Mann May 2019 - Dec 2019
    Columbus, Ohio Area
    - Educated clients in HM auto, property and life insurance products- Planned and delivered marketing campaigns (cold calling, creating marketing documents, utilizing social media etc.)- Implemented enrollment events designed to increase participation in sponsored programs- Created client presentations (PowerPoint presentations, workshops etc.) that supported educators (discussions about Student Loan Forgiveness, Donor’s Choose and State Teacher Retirement Group) to drive sales -… Show more - Educated clients in HM auto, property and life insurance products- Planned and delivered marketing campaigns (cold calling, creating marketing documents, utilizing social media etc.)- Implemented enrollment events designed to increase participation in sponsored programs- Created client presentations (PowerPoint presentations, workshops etc.) that supported educators (discussions about Student Loan Forgiveness, Donor’s Choose and State Teacher Retirement Group) to drive sales - Engaged in need analysis to determine specific details on prospective clients’ financial and investment status, health, concerns and objectives. - Secured over 100+ new clients into HM retirement savings programs, including 403(b), 403(b)7, 457, 401(a) and other retirement savings programs - Facilitated onsite group enrollment for employer sponsored plans including group life, Auto Payroll and Section 125 plans- Developed and maintained client relationships and business to business relationships with local school districts and other employers- Presented prospective clients with appropriate insurance solutions Show less
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  • First Commonwealth Bank
    Financial Solutions Specialist
    First Commonwealth Bank Jul 2018 - May 2019
    Columbus, Ohio Area
    Providing exceptional services to customers while building relationships that help identify opportunities to equip customers with financial solutions that will help them achieve their financial goals.
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  • Nationwide Financial
    Retirement Specialist
    Nationwide Financial Jan 2016 - Jan 2018
    Columbus, Ohio Area
    -Developed productive relationships with participants and plan sponsors in the public sector.-Conducted one on one retirement education to participants.-Served as a financial resource to existing and potential participants by providing counseling and guidance on the features and benefits of defined contribution retirement savings plans which drive sales growth.-Coordinated the new business and roll over process with internal procedures and working with relinquishing companies to… Show more -Developed productive relationships with participants and plan sponsors in the public sector.-Conducted one on one retirement education to participants.-Served as a financial resource to existing and potential participants by providing counseling and guidance on the features and benefits of defined contribution retirement savings plans which drive sales growth.-Coordinated the new business and roll over process with internal procedures and working with relinquishing companies to ensure a successful roll over process to Nationwide.-Helped drive retention by describing the features of our retirement plans and investment options Show less
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  • Nationwide Financial
    Sr. Financial Services Support Representative
    Nationwide Financial May 2015 - Jan 2016
    Columbus, Ohio Area
    -Communicated with participants, investment professionals, service centers, internal and external -sales support through oral, written, and electronic communication -Assisted participants with financial transactions and exchanges according to set guidelines-Consistently provide exceptional customer service on every call -Led my peers in internal sales referrals-Selected to be part of the RP Pilot for series 63 & 65-Led my peers in the "Docusign Initiative" by conducting… Show more -Communicated with participants, investment professionals, service centers, internal and external -sales support through oral, written, and electronic communication -Assisted participants with financial transactions and exchanges according to set guidelines-Consistently provide exceptional customer service on every call -Led my peers in internal sales referrals-Selected to be part of the RP Pilot for series 63 & 65-Led my peers in the "Docusign Initiative" by conducting trainings, petitioned for enhancements and created training documents. Show less
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  • Nationwide Financial
    Financial Services Representative
    Nationwide Financial Sep 2014 - Apr 2015
    Columbus, Ohio Area
    -Maintained current knowledge of contract and product provisions and administration of nationwide retirement products including the processing systems and related federal and state regulations-Communicated with participants, investment professionals, service centers, internal and external sales support through oral, written, and electronic communication -Assisted participants with financial transactions and exchanges according to set guidelines-Consistently provide exceptional… Show more -Maintained current knowledge of contract and product provisions and administration of nationwide retirement products including the processing systems and related federal and state regulations-Communicated with participants, investment professionals, service centers, internal and external sales support through oral, written, and electronic communication -Assisted participants with financial transactions and exchanges according to set guidelines-Consistently provide exceptional customer service on every call Show less
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  • Naaia Columbus Chapter
    Community Service And Outreach Advocate
    Naaia Columbus Chapter Mar 2016 - Mar 2017
    Columbus, Ohio Area
    I am currently responsible for creating pages on social media and marketing all updates and events via the various sites.

Andrea Johnson Skills

Customer Service Microsoft Office Leadership Public Speaking Team Building Sales Financial Services Microsoft Powerpoint Microsoft Excel Coaching Social Networking Social Media Event Planning Powerpoint Microsoft Word

Andrea Johnson Education Details

Frequently Asked Questions about Andrea Johnson

What company does Andrea Johnson work for?

Andrea Johnson works for Sentry

What is Andrea Johnson's role at the current company?

Andrea Johnson's current role is Retirement Plan Education Specialist.

What is Andrea Johnson's email address?

Andrea Johnson's email address is an****@****ewp.com

What is Andrea Johnson's direct phone number?

Andrea Johnson's direct phone number is +161494*****

What schools did Andrea Johnson attend?

Andrea Johnson attended Central State University, Marion-Franklin High School.

What are some of Andrea Johnson's interests?

Andrea Johnson has interest in Children, Arts And Culture, Education, Economic Empowerment.

What skills is Andrea Johnson known for?

Andrea Johnson has skills like Customer Service, Microsoft Office, Leadership, Public Speaking, Team Building, Sales, Financial Services, Microsoft Powerpoint, Microsoft Excel, Coaching, Social Networking, Social Media.

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