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

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