Responsible for growth of the broker/deal and advisory business through increased prospecting andrecruiting efforts. Managed Affiliated relationships that lead/help grow the business. My role interacts with existing Affiliated Agencies to expand the reach of ESI and increase number of Registered Representatives, while growing sales.Key Responsibilities Co-developed and executed the firm’s prospecting, recruiting, and retention strategies. Developed effective partnerships with National Life’s Affiliated GAs. Worked with SVP of Business Development to identify and develop markets for recruiting, retention and results. Effectively promoted firm’s proprietary fee based advisory platform and its growth. Worked with firm’s third-party product and advisory solution line up as appropriate. Supported recruiting efforts of Agencies and manage all aspects of RR support, including appropriate.transition loan management, create and implement various recruiting programs, etc. in support ofincreased sales. Worked with firm’s Communications and Marketing area to develop the value-proposition of ESImaterials for both to Affiliated and Independent channels. Provided expertise and partnership to internal teams to develop ESI communications, training, andother distribution-related efforts.Equity Services, Inc., Member FINRA/SIPC, One National Life Drive, Montpelier, Vermont 05604 (802) 229-3900. Equity Services, Inc. is a Registered Broker-Dealer Affiliate of National Life Insurance Company. In CO, MO, NH and WI, Equity Services, Inc. operates as Vermont Equity Services, Inc. TC132813(0423)P

Confidently pitched Ethos’ value proposition and be well versed in our offering (product experience, underwriting, agent commission, etc.) Partnered with the Chief Distribution Officer and Head of Life Distribution to evaluate prospects. -Identified and evaluated, new partnerships across various insurance distribution channel archetypes. Shepherd new prospects through account launch using the sales enablement process. -Lead post-deal partner management that includes, but isn’t limited to driving sales planning, promoting adoption of Ethos, and managing partner growth. -Actively sourced feedback from partners to iterate and refine Ethos’ go-to-market strategy to unlock additional revenue growth. -Triage active partners’ requests and coordinate with appropriate teams (CX, Partner Ops, Sales Enablement) to ensure partners’ needs are addressed. - Hosted webinars/small group events to evangelize Ethos with agents. Was the voice of the customer to internal stakeholders; translated their needs and advocated on their behalf.

Managed, sustained, and deepened client relationships, directing the growth of multiple key accounts including one of Nationwide Financial’s top insurance accounts on track to generate $120M in target premium in 2020. Served at the epicenter of a complex network of people and processes requiring close coordination and collaboration with Legal, Compliance, Marketing, Business Development, Actuary, and more. Advocated for client’s needs within Nationwide Financial, ensuring voices are heard and products and services developed are aligned with market opportunities. Oversaw shelf space—on key accounts—for Nationwide Financial Life and Annuity products.$100M+ Channel Management Demonstrated strengths in independently managing channel, working with an unprecedented level of diligence to build brand loyalty, propelled product awareness and adoption, and far exceed annual performance targets on key accounts.Target Market Identification Leveraged keen understanding of target demographics to influence decision making—serving as one of the few younger female contributors in this space—and leading efforts to reshape approaches, redefined product marketing, and cultivated brand loyalty.Needs Assessment & Response Partnered with internal and external Centers of Influence and top financial advisors to meet the needs and expectations of audiences, secure unprecedented gains in middle market America, and drive market awareness and production in Asian markets.Market-Centered Product Development Developed products in a proactive and responsive manner; identified and acted on emerging market needs, communicated with wholesalers, channel heads, sales managers, and peers to strategize, launch, and execute against business plans.Industry Best Practices Maintained awareness of leading-edge best practices through attendance of local, regional, and national conferences; integrated principals into organization and facilitated training on processes, products, and services.

Promoted from what was essentially an inside sales role to an outside sales position—based on proven business revenue results—to drive new business across an independent broker dealer channel with a heavy foreign investor base. Promoted and differentiated products in a crowded space, cultivating the broker relationships to position Nationwide Financial as a key resource within the Life Insurance market. Provided feedback and recommendations on non-affiliated marketing based on market and industry drivers.Product & Marketing Support Served as the point person for major relationships, providing operations, product, and marketing leadership to ensure maximum impact and drive 100%+ of targets.Relationship Development Supported the largest broker dealers—85%-90% working in Asian markets—by cultivating relationships with senior management, financial advisors, and clients.Strategic Planning Formulated sales, underwriting, investment, and operations strategies to align actions with overarching business objectives, performance targets, and company goals.

Drove new business through relationships with two wholesalers—one in the Pacific Northwest and the other in the Carolinas Region—providing the procedural and product support key to exceeding sales goals. Played a key role in introducing the Nationwide Financial brand into each market, cultivating relationships with key influencers and stakeholders to foster market share.Branding & Awareness Generation  Proved instrumental in positioning company as a financial services leader in brand new territories, overcoming lack of recognition through relationship building.Sales & Marketing Execution  Partnered with the outside sales force to develop and execute territory sales and marketing plans, identifying the strategies and approaches to capture market share.Relationship Building  Identified and initiated the relationships key to building a robust pipeline and positioning Nationwide Financial as a top-of-mind financial services leader.

Gained critical foundational exposure to the financial planning business, supporting senior leaders and advisors in coordinating asset allocation, preparing investment summaries, and executing book of business trades. Provided go-to support for a variety of ad hoc projects, developing strong administrative and multitasking skills while working with the CEO and two top financial planners.Process & Procedure Support Assisted top-producing financial planners in making solid asset management recommendations and coordinating communications and processes for trade execution.