Kristin Nixon, aifa
Reynoldsburg, OH 43068
Phone: 614-***-**** / 614-***-****
******@**********.***
~ Seeking opportunity as a Financial Wholesaler where broad-scope
experience in business development, sales, operations and client
relations will provide an immediate and positive impact to the employer.
~
Qualifications Profile
20 years of experience in commission-driven financial services industry
with proficiency in financial services products, fostering outstanding
client relationships, and steering advisors to exceed all sales goals.
Considerable staff leadership expertise; excel in training, mentoring,
coaching, developing and directing top-performing personnel. Appreciated
for consistently exceeding all service level agreements. Highly skilled in
facilitating seamless and cooperative efforts among multi-disciplinary
personnel. Advanced planning, prioritization, analytical, and
organizational skills. Strong background in sales and operations.
Impressive combination of problem solving, critical thinking, and decision
making skills.
Selected Achievements:
. Increased state/federal filings at Nationwide by 94% with no
additional FTE or reduction in service.
. Resourcefully created database to meticulously track all mutual fund
changes requiring state or federal updates and/or supplements.
. Saved Nationwide Financial $600K annually in mailing costs by
standardizing filing process.
. Achieved "Exceeds" performance rating at after only seven months into
Section Manager role.
. In prior role as CPA Wholesaler, championed efforts to surpass annual
sales quota by an average of 17% per year.
. Signed 16 retirement plans representing more than $34M, increasing
sales revenues by 40% for Meeder Financial.
. Presented with 13 awards for driving strategies which captured $75K in
net savings for Nationwide.
. Combined first-rate organizational, goal setting and prioritization
skills to regularly exceed sales goals at Nationwide by 15%.
. Won Maronda Home Consultant of the Year Award for coordinating
marketing initiative which produced $3.5M in first two months.
Professional Experience
Nationwide Insurance, Columbus, OH, 2005 to Present
Director, Corporate Compliance - Social Media Surveillance, IT Support and
Business Continuity
. Spearhead corporate compliance by efficiently managing a diverse group
of consultants that support IT initiatives, broker/dealer
surveillance, outside trading activity, outside business activities
and business continuity.
. Support all levels of Sales Management in providing Surveillance
Activities and Supervision of Registered Representatives.
Division Manager, Corporate Compliance - SEC and State Filings Manager
. Spearhead corporate compliance by efficiently managing state and
federal filings for all Nationwide Financial service products.
. Apply substantial management acumen toward recruiting, hiring,
training, coaching and managing team of 7 department associates.
Continued ...
Kristin Nixon, AIFA ~ Page 2 of 2
Professional Experience continued ...
Section Manager, Nationwide Retirement Solutions
. Demonstrated sharp leadership qualities in successfully training,
developing and leading a cross-functional team of 23 payroll, support
and night staff.
. Proactively defined and launched process improvements for external
customers to expedite and streamline payroll processing and reporting.
Maronda Homes, Columbus, OH, 2004 to 2005
New Home Sales Manager
. Demonstrated exemplary communication skills in negotiating sales
contracts.
. Collaboratively partnered with buyers to meet their housing needs as
well as budget requirements.
. Established, nurtured and maintained strong vendor relationships.
. Trained, mentored, motivated and supervised two sales assistants.
Nationwide Insurance, Richmond, VA, 2000 to 2004
CPA Wholesaler
. Oversaw six-state territory generating $75M in new retirement plan
sales annually.
. Exhibited proficiency in the complete sales cycle from identifying and
qualifying prospects, to negotiating contracts and securing the sale.
. Maximized lead generation by fostering influential relationships with
CPA firms.
Meeder Financial, Dublin, OH, 1999 to 2000
Director of Retirement Plans
. Proficiently motivated, supervised and directed team of 10 while
managing and maintaining retirement plan accounts.
. Served as member of Meeder Financial Board of Directors.
Nationwide Insurance / Nationwide Financial, Columbus, OH, 1991 to 2000
Pension Sales Manager, Internal Wholesaler, Project Staff, Case
Administrator
. Adeptly managed multi-state territory supporting three external
wholesalers and $7B+ in assets under management.
. Managed all top tier retirement plan broker/dealer relationships.
. Hired, trained, mentored and managed 15 internal wholesalers.
Education & Credentials
BA, Organizational Leadership, Mount Vernon Nazarene, will graduate Magna
Cum Laude 2011
AIFA (Accredited Investment Fiduciary Auditor), University of Pittsburgh,
2004
FINRA Series 6, 7, 24 and 26
Kristin Nixon, aifa
546 Brice Road
Reynoldsburg, OH 43068
Phone: 614-***-****
******@**********.***
05/05/2011
Dear Hiring Manager,
Are you currently seeking an accomplished and dedicated Financial
Wholesaler with strong leadership experience, a constant eye on optimizing
client satisfaction, and exceptional customer management talents? If so,
I'm submitting my resume for your review. In advance, thank you for your
time and consideration.
In addition to 20 years of progressively responsible industry experience, I
bring to you an outstanding background in driving sales, a proven track
record in cultivating profitable client relationships, and solid expertise
in personnel training and development, implementing process improvements,
and reducing operating expenses. To complement these qualifications, I
offer excellent analytical, planning, multi-tasking and prioritization
skills.
If selected for this opportunity, you will find your objectives quickly met
by my perseverance, loyalty, and commitment to achieving results. I believe
I am an ideal candidate for this role and look forward to interviewing with
you in the near future.
Truly yours,
Kristin Nixon, AIFA