Emily D. Email & Phone Number

Arizona, United States

Columbus, Ohio Area

• Cross-trained in both Public and Private Sector plans; serving as the main contact for Nationwide’s largest private retirement plan. Also supported the field specialists in the South and East regions.
• Involved in the procedure writing and design of the training documents for the team: developed best practices and reduced processing issues by applying knowledge from current and previous business units.
• Outperformed within the private sector role: two record months in 2018, hitting the annual 40-milllion-dollar goal in August, and a 93.3% closing rate.
• Support and assist Internal and External Retirement Specialists and the participant to transfer money to Nationwide concluding 2017 with a 90% closing rate.
• Recommended modifications to the data entry system enabling the team to monitor pending transfers with ease and follow up effectively.

Columbus, Ohio Area

• Uncover sales leads by consulting with financial advisors on the solutions Nationwide can provide; turning service inquiries into sales opportunities.
• Develop and maintain effective and lasting relationships both internal and external: awarded the Customer Advocacy journey award for Second Quarter 2017.
• Utilize virtual meetings to enhance advisor understanding of solutions: won the ISS July 2017 Go-To-Meeting Competition for Annuity Inbound.
• Motivate my team to be top the performer in the Third Quarter 2017 Team Challenge; currently holding first place for the previous 6 consecutive weeks

Columbus, Ohio Area

• Dedicated to acquire, grow, and retain relationships with financial advisors; resulted in recognition for being the Top Wholesaling Team in the Southeast division for October and November 2016.
• Supplemented financial advisors with thought leadership from Nationwide’s Retirement Institute to help simplify and break down complex retirement planning strategies. Topics include: Health care costs, Social Security.
• Partnered with financial advisors in Tennessee, Alabama, and Kentucky with a $85.5 million goal in annuity sales, finishing 2016 at 102.1% to goal. Endorsements and recommendations received from my Connections were not.

Columbus, Ohio Area

• Developed as a peer mentor officially and unofficially; provided support and feedback to the new employees.
• Engaged customers to retain their assets with Nationwide by providing education and support; 18 customer saves in 2015 totaling $4.6 million in assets.
• Awarded Employee of the Month in May 2015 and October 2015 and an overall annual performance score of 4.0 out of 5.0.

Bachelor’S Degree, City/Urban, Community And Regional Planning

Activities and Societies: Student planning association

Education record

Introduction to Financial Planning September 2015 Introduction to Life Insurance November 2015 Introduction to Income Taxation March 2016.

Associate’S Degree, Art/Art Studies, General

Bachelor Of Science - Bs