Matt Estrada
Regional Wholesaler, Brokerage Life
- Role
- Regional Wholesaler, Brokerage Life at Nationwide Financial
- Location
- Columbus, OH, US
- LinkedIn followers
- 500 followers
Experience
Regional Wholesaler, Brokerage Life
Apr 2017 — Present · Columbus, OH, US
Partner with financial advisors across 19 states in the central US to develop strategies and solutions to meet client needs while applying product knowledge, competitive intelligence, market trends and sales ideas Develop strong and meaningful relationships with internal and external partners, Financial Advisors, firm partners and various support teams to help America prepare for and live in retirementHelp advisors make connections with Nationwide Team of Specialists, providing a unique team-based approach to offer financial solutions from all product offerings (Annuities, Life Insurance, and Retirement Plans) Tailor interactions to advisor preference through in-person meetings and virtual technology to proactively engage in sales/marketing activities 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.
Education
University of Houston
Bachelor of Arts (B.A.)
2010 — 2014
Skills
- Salesforce.com
- Marketing
- Leadership
- Sales
- Social Media
- Social Networking
- Public Speaking
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