Nic Irick

Nic Irick Email and Phone Number

Regional Plan Consultant @ TRA | Retirement Planning Expert @ The Retirement Advantage, Inc. (TRA)
Nic Irick's Location
Topeka Metropolitan Area, United States, United States
Nic Irick's Contact Details

Nic Irick work email

Nic Irick personal email

About Nic Irick

I have been working in the sales and marketing industry for over 10 years, developing relationships, territories, and markets across various sectors. As a Regional Plan Consultant at The Retirement Advantage (TRA), I provide third party administration and fiduciary services to plan sponsors, financial advisors, wealth managers, and businesses of all sizes.I am also a partner at Trident Partnerships, a consulting firm that helps financial advisors grow their business and serve their clients. Additionally, I own Beacon Topeka, a digital marketing agency that helps local businesses increase their online presence and generate leads. In both roles, I leverage my skills in customer relationship management, brand management, and profitability analysis to deliver value and results. I hold Series 6 and 63 licenses and have a broad depth of knowledge of the global financial community. My mission is to help people and businesses achieve their financial goals and secure their retirement future.

Nic Irick's Current Company Details
The Retirement Advantage, Inc. (TRA)

The Retirement Advantage, Inc. (Tra)

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Regional Plan Consultant @ TRA | Retirement Planning Expert
Nic Irick Work Experience Details
  • The Retirement Advantage, Inc. (Tra)
    Regional Plan Consultant
    The Retirement Advantage, Inc. (Tra) Aug 2023 - Present
    Port Washington, Wi, Us
    As a national retirement services company, The Retirement Advantage (TRA) provides third party administration and fiduciary services to plan sponsors, financial advisors, wealth managers and businesses of all sizes
    View
  • Trident Partnerships
    Partner
    Trident Partnerships Jan 2021 - Present
    Topeka, Kansas, Us
    tridentpartnerships.com
    View
  • The Beacon
    Owner
    The Beacon Sep 2020 - Present
    Topeka, Kansas, Us
    beacontopeka.com
    View
  • Mutual Of Omaha
    Regional Sales Director
    Mutual Of Omaha Oct 2021 - Feb 2023
    Omaha, Ne, Us
    Retirement plan consultant for Kansas, and Oklahoma. 401k, 457(b) and other plan types.This is not an offer or solicitation in any jurisdiction where we are not authorized to do business1. Disclosure: http://www.mutualofomaha.com/disclosure/2. Securities offered through Mutual of Omaha Investor Services, Inc., Member FINRA/SIPC.3. Mutual of Omaha Retirement Services is a marketing name for the Retirement Plans Division of Mutual of Omaha Insurance Company.4. The third-party comments displayed are not verified, may not be accurate and are not necessarily representative of our client experiences.5. This page/profile may contain links to a variety of sites maintained by third parties. We do not endorse, warrant or approve of the content, correctness or accuracy of those third-party sites.
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  • Mutual Of Omaha
    Internal Wholesaler
    Mutual Of Omaha Oct 2018 - Oct 2021
    Omaha, Ne, Us
    This is not an offer or solicitation in any jurisdiction where we are not authorized to do business 1. Disclosure: http://www.mutualofomaha.com/disclosure/ 2. Securities offered through Mutual of Omaha Investor Services, Inc., Member FINRA/SIPC.3. Mutual of Omaha Retirement Services is a marketing name for the Retirement Plans Division of Mutual of Omaha Insurance Company.4. The third-party comments displayed are not verified, may not be accurate and are not necessarily representative of our client experiences. 5. This page/profile may contain links to a variety of sites maintained by third parties. We do not endorse, warrant or approve of the content, correctness or accuracy of those third party sites.
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  • Se2, Llc
    Account Services Rep
    Se2, Llc Jun 2016 - Oct 2018
    Topeka, Ks, Us
    Responsible for providing customers with high quality, individualized phone support, processing requests for information, and conducting research and analysis to ensure successful outcomes when complexities arise. Additionally, delivering an accurate and prompt resolution of any issues that arise, and relay necessary information to the customers, sales representatives or client by both verbal and written.
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  • Sungevity
    Solar Consultant
    Sungevity Sep 2015 - Feb 2016
    Oakland, California, Us
    Create Insane Customer Experience by educating potential customers on the benefits of solar, creating a sense of urgency to act now and explaining why Sungevity is the best in industy; ultimately resulting in new sales. Work primarily in the residential sector across the United States.
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  • Midwest Direct Financial
    Executive Agent
    Midwest Direct Financial Dec 2014 - Apr 2015
    Negotiate and offer clients the best products and services available. Life insurance is an important decision and should be discussed in person. I strive to give my clients the best experience when their future is protected by life insurance. I can offer my expertise in the following life insurance products.- All forms of term life- Guaranteed Universal Life- Index Universal Life- Combination Life/Long Term Care- Survivorship Life Insurance for Estate Planning- Disability/Paycheck Protection- Dental/Vision- Health
  • Accord Marketing
    Project Manager
    Accord Marketing May 2012 - Nov 2014
    Generate leads: Canvas/network with homeowners in storm damage areasProvide free damage inspections/assessmentsReport damage assessment findings to homeownerReview credentials with homeownerExplain the agreement to homeownerSign service agreementAssist homeowners with filing their insurance claimExplain the entire claims processMeet insurance adjuster to discuss the scope of damagesTurn insurance approved construction projects to production departmentSupervise construction to homeowners propertyInvoice insurance company and supplement for accurate scope of work
  • Vitamix D.O.O.
    Demonstrator
    Vitamix D.O.O. Jul 2012 - Apr 2013
    Worked in a b2c capacity selling Vitamix machines and accessories. This included food prep, demonstrations, budgeting, expense reports, and sales process mastery in order to sell these high end products.
  • Vector Marketing
    Cutco Sales Representative
    Vector Marketing Jul 2010 - Jul 2012
    Olean, Ny, Us
    Sold $30,000Vector Marketing President's ClubAchieved the highest sales position possible at Vector Marketing in under 18 monthsPlan & execute home shows, in-store promotional events & marketing programs, producing five times the target number of qualified leadsCommunicate with customers, employees & prospects to answer questions & explain information
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  • Vector Marketing
    Sales Manager
    Vector Marketing Jul 2010 - May 2012
    Olean, Ny, Us
    Run over 800 interviews and train more than 300 employees. Participate in the day-to-day functions of a direct sales office by collecting reports from sales representatives, motivating employees to do more presentations, assisting receptionists and running workshops. Manage representatives' schedules, office profitability, personal recruiting programs, staffing and advertising.
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  • Vector Marketing
    Branch Manager
    Vector Marketing May 2011 - Aug 2011
    Olean, Ny, Us
    Generated over $67,000 per year in revenues resulting from large scale direct marketing campaignRecruited, trained & directly led a staff of 67 sales representativesSupervised the creation & execution of marketing strategies & general business solutions, resulting in increased customer exposure, customer traffic & salesCompleted & mailed bills, contracts, policies, invoices & checks
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Nic Irick Skills

Personnel Recruiting Sales Management Direct Sales Direct Marketing Project Budgeting Budgets Personnel Selection Sales Selling Training Recruiting Management Customer Service Marketing Time Management Team Building Cold Calling

Nic Irick Education Details

  • University Of Wisconsin Oshkosh
    University Of Wisconsin Oshkosh
    Personal Finance

Frequently Asked Questions about Nic Irick

What company does Nic Irick work for?

Nic Irick works for The Retirement Advantage, Inc. (Tra)

What is Nic Irick's role at the current company?

Nic Irick's current role is Regional Plan Consultant @ TRA | Retirement Planning Expert.

What is Nic Irick's email address?

Nic Irick's email address is ni****@****ail.com

What schools did Nic Irick attend?

Nic Irick attended University Of Wisconsin Oshkosh.

What are some of Nic Irick's interests?

Nic Irick has interest in Social Services, Economic Empowerment, Education, Environment, Science And Technology, Arts And Culture, Health.

What skills is Nic Irick known for?

Nic Irick has skills like Personnel Recruiting, Sales Management, Direct Sales, Direct Marketing, Project Budgeting, Budgets, Personnel Selection, Sales, Selling, Training, Recruiting, Management.

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