Brian Thompson Email & Phone Number

Columbus, Ohio Area

• Work with our internal sales partners to ensure new annuity sales are in good order• Take calls from our Internal Wholesalers and our inbound sales and service teams to assist with pending annuity cases• Research requests received from internal partners and determine appropriate course of action to ensure completion• Assist our independent marketing organizations on pending cases that need escalated or need corrective processing to be completed• Support our business relationship managers by completing requests so they can provide their firms with excellent service to maintain and grow the relationship• Consult with our licensing team to check on the status of advisors’ appointments, product training and continuing education to help get pending annuity cases in good order • Collaborate with team members to come up with solutions on requests from our sales and service partners• Support fellow new business teams• Follow FINRA and SEC procedures/guidelines for annuity new business• Adapt to changes in a fast-paced environment• Detail oriented to make sure the new business processes are completed correctly• Experience in Adobe Acrobat and Microsoft Office Suite, including Excel, Outlook, and Word• Facilitate shadowing opportunities for associates who want to learn about our team• Be a team leader by assisting new associates as they transition on to our team

Columbus, Ohio Area

• Work with our internal sales partners to ensure new annuity sales are in good order• Research requests received from internal partners and determine appropriate course of action to ensure completion• Assist our external independent marketing organizations to give them statuses on new cases they have submitted to us for processing• Support our business relationship managers by completing requests so they can provide their firms with excellent service to maintain and grow the relationship• Collaborate with team members to come up with solutions on requests received• Be a team leader by assisting new associates as they transition on to our team

Columbus, Ohio Area

• Build relationships with financial advisors through consultative phone calls• Educate advisors on annuity product solutions to help them grow their business • Adapt to product changes and new product offerings to help with sales• Prepare client proposals regarding how Nationwide products help them prepare for and live in retirement• Communicate with fellow associates to quickly resolve client annuity issues• Discuss benefits of current and new product offerings to help retain assets