Dan Archer
Pensions Field Service Team Lead at Nationwide Financial
- Role
- Pensions Field Service Team Lead at Nationwide Financial
- Location
- Omaha, NE, US
- LinkedIn followers
- 500 followers
Experience
Pensions Field Service Team Lead
Mar 2014 — Present
Responsible for leading the Field Service Representatives (FSR) for the western half of the US. I provide coaching and feedback, monitoring performance, and measuring effectiveness. I help field reps to maintain and strengthen advisor and plan administrator relationships in order to increase enrollment and level of participation. I also serve as key team instructor/trainer, along with the team manager and the training department.
Education
Emporia State University
Bachelor of Science
Skills
- Erisa
- 401k Rollovers
- Series 63
- Etfs
- Consultative / Solution Sales
- 401k
- Open Enrollment
- Problem Solving
- Defined Benefit
- Asppa
- Comprehensive Financial / Retirement Planning
- Retirement Planning
- Irs / Dol Qualified Plan Audit
- Retirement Plan Consulting
- Mutual Funds
- Series 6
- Benefit Enrollment
- Insurance
- Retirement Plan Marketplace
- Prospecting / Business Development
- Regulatory Implications
- Salesforce.com
- Pensions
- Investment Advisory
- Certified Financial Planner
- Portfolio Management
- Relationship Management
- Wealth Management Services
- Investment Management
- Needs Assessment / Analysis
- Retirement
- Employee Benefits
- Investment / Portfolio Analysis
- Compliance Testing
- Advisor Training
- Exceptional Presentation Skills
- Erisa Compliance
- Qualified Retirement Plans
- Enrollment Management
- Wealth Management
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