Erica Lemmon

About Erica Lemmon

As a Director of Relationship Management for Retirement Plan Solutions at Nationwide, I lead a highly engaged results focused team accountable for establishing, partnering, and maintaining relationships with Financial Advisors, Plan Sponsors, and Third Party Administrators. We use a consultative approach, to build and implement a roadmap to achieve each clients\' unique goals. At Nationwide we strive to be the most trusted, most caring and most customer-focused protection company. Our Mission is to protect people, businesses and futures with extraordinary care. We are committed to going above and beyond to do the right thing at the right time so participants get better results and we are better partners. My background: Prior to being a Director of Relationship Management for Retirement Plan Solutions, I worked as a Senior Relationship Manager, for five years, and prior to that worked in different roles within our headquarters for four years. Before that, I graduated from The Ohio State University with a Human Ecology degree and Consumer Financial Management focus. Disclosure:Endorsements and recommendations received from my Connections were not solicited and they did not receive any form of compensation. Due to industry regulations, I may not accept endorsements and recommendations for my investment advisory skills, products, or services.

Experience

1. Director, Relationship Management

   Nationwide Financial

   Jun 2023 — Present

   As a Director of Relationship Management for Retirement Plan Solutions at Nationwide, I lead a highly engaged results focused team accountable for establishing, partnering, and maintaining relationships with Financial Advisors, Plan Sponsors, and Third Party Administrators. We use a consultative approach, to build and implement a roadmap to achieve each clients\' unique goals.

Education

• The Ohio State University

  Bachelor of Science - BS, Finance and Financial Management Services

  2010 — 2014

Skills

• Relationship Building
• Team Building
• Financial Planning
• Business Development
• Call Centers
• Financial Analysis
• 401k
• Variable Annuities
• Teamwork
• Mutual Funds
• Risk Management
• Cold Calling
• Retirement Planning
• Non-Profit Volunteering
• Lead Generation
• Marketing
• Public Speaking
• Salesforce.com
• Relationship Management
• Strategic Planning
• Sales Presentations
• Finance
• Sales Process
• Selling
• Business Planning
• Leadership
• Retirement
• Time Management
• Series 6
• Insurance
• Investments
• Sales Operations
• Customer Service
• Training
• Customer Satisfaction
• Microsoft Office
• Sales
• Microsoft Word
• Team Leadership
• Fixed Annuities