Alex Peters

About Alex Peters

I began my financial services career in 2016 with an interest in capital markets. I ventured into financial services after a successful career in retail management. The customer service skills I learned during my retail experience have proved invaluable to me in the financial services industry, as my goal is to always provide best-in-class service.I establish strong relationships with financial professionals through a consultative approach to understand their client\'s needs and help them provide an array of portfolio protection strategies. I provide high-quality service and help to ensure you have an “on your side” experience while working with Nationwide.When I am not helping people retire confidently, I prefer to spend time enjoying the outdoors. I enjoy golfing, fishing, hiking, and whatever I can do to get in the sun! My wife, Jessica, and I have two dogs, a Golden Retriever named Maya and a Cavalier King Charles Spaniel named Aria. My specialties are: • “On your side” customer experience• Portfolio protection• Income planning• Generational wealth transfer• Revenue generating sales ideas using annuitiesEndorsements and recommendations received from my Connections were not solicited and they did not receive any form of compensation.

Experience

1. Regional Vice President Annuities - Philadelphia Metro

   Nationwide

   Nov 2023 — Present · Philadelphia, PA, US

   I establish strong relationships with financial professionals in the Philadelphia metro through a consultative approach to understand their clients’ needs and help them provide an array of portfolio protection strategies. I provide high-quality service and help to ensure you have an “on your side” experience while working with Nationwide.

Education

• College for Financial Planning

  Chartered Retirement Planning Counselor

  2020

• University of Phoenix

  Bachelor of Science (B.S.), Business Administration and Management, General

  2013 — 2016

Skills

• Problem Solving
• Advanced Sales
• Training
• Business Relationship Building
• Consultative Selling
• Sales
• Customer Service
• Management
• Lead Generation
• Series 63
• Marketing
• Series 6
• Leadership
• Territory Management
• Business Development
• Relationship Management
• Small Business