Nick Pratt, Cltc®, Chfc® Email & Phone Number

Columbus, Oh, Us

Detroit Metropolitan Area

Leverage extensive experience in life insurance and financial services to provide industry insights, product analysis, advanced case design, and consultative support for new and existing Schechter Clients, as well as our Strategic Partners and their clients.Subject Matter Expert in life insurance products, carrier analysis, and advanced insurance design, including: premium finance, loan rescue, split dollar, and more.Faciliates and contributes to projects related to policy… Show more Leverage extensive experience in life insurance and financial services to provide industry insights, product analysis, advanced case design, and consultative support for new and existing Schechter Clients, as well as our Strategic Partners and their clients.Subject Matter Expert in life insurance products, carrier analysis, and advanced insurance design, including: premium finance, loan rescue, split dollar, and more.Faciliates and contributes to projects related to policy reviews, new business, and marketing. Collaborates with Schechter's insurance and advisory teams to help identify insurance needs, then design and implement a custom program to fit those needs. Show less

Columbus, Ohio Area

Provided sales and marketing support in the Producer Group Distribution, supporting 5 firms: EPG, FFR, LionStreet, M Financial, and NFP.Collaborated with my field partners, Paul Dillon and Sohil Patel, as well as several other internal departments, to help firms focused on life insurance with high-net worth clients via education on Nationwide's solutions.Provided value to partner-advisors via my expertise in Nationwide's solutions and products, innovative case designs and… Show more Provided sales and marketing support in the Producer Group Distribution, supporting 5 firms: EPG, FFR, LionStreet, M Financial, and NFP.Collaborated with my field partners, Paul Dillon and Sohil Patel, as well as several other internal departments, to help firms focused on life insurance with high-net worth clients via education on Nationwide's solutions.Provided value to partner-advisors via my expertise in Nationwide's solutions and products, innovative case designs and illustration support, delivering impactful practice management ideas, and solving complex underwriting cases. Show less

Columbus, Ohio Area

Complaint Coordinator on the Life Issue Resolution Team for Nationwide; helping research and resolve escalated problems and formal complaints. Acted as the point of contact for our partners and members, while coordinating with several internal departments to answer and resolve problems. Also worked to research and respond to regulatory complaints and inquiries from State Departments of Insurance.Partnered with colleagues across Nationwide to ensure the best possible service for our… Show more Complaint Coordinator on the Life Issue Resolution Team for Nationwide; helping research and resolve escalated problems and formal complaints. Acted as the point of contact for our partners and members, while coordinating with several internal departments to answer and resolve problems. Also worked to research and respond to regulatory complaints and inquiries from State Departments of Insurance.Partnered with colleagues across Nationwide to ensure the best possible service for our members and partners through collaboration and problem-solving.Responsible for managing several cases at once and reaching out and resolving issues in a timely fashion and consistently worked to identify ways to make internal processes easier for myself and my colleagues. Show less

Columbus, Ohio

Provided consultative sales aid to financial advisors for Life and Long Term Care insurance on the Life Inbound National Sales Desk. Constantly strove to help Nationwide be the best at helping America prepare for and live in retirement by utilizing extensive product and technical knowledge as well as skills in communication and rapport-building.Additionally provided excellent service to clients and advisors who call in for information regarding active life insurance… Show more Provided consultative sales aid to financial advisors for Life and Long Term Care insurance on the Life Inbound National Sales Desk. Constantly strove to help Nationwide be the best at helping America prepare for and live in retirement by utilizing extensive product and technical knowledge as well as skills in communication and rapport-building.Additionally provided excellent service to clients and advisors who call in for information regarding active life insurance policies.Worked in conjunction with several other departments to help best assist in all policy matters regarding: sales and new business, billing, claims, and providing expert knowledge of our line of life insurance and long term care products.Helped to assist in the training and growth of fellow employees--both by answering questions on the floor, assisting in training, and providing backup team lead/supervisory coverage.Was cross trained to both service and help sell Nationwide long term care products as well as fixed, variable, and universal life products. Show less

Providing excellent customer service to clients, agents, and financial advisers who call in for information regarding life insurance policies.Cross-trained to service a variety of different Nationwide life insurance products.

Columbus, Ohio

Responsible for leading sales associates, running store in absence of a manager, opening and closing the store, stocking, and customer services/sales.