Summary
Overview
Work History
Education
Skills
Licenses And Designations
Timeline
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Derek Philpot

Chicago,IL

Summary

Dynamic Regional Vice President of Retirement Plan Sales with a proven track record in exceeding sales goals and driving client retention. Leveraging strategic planning and adaptability, I consistently rank in the top 10% of production. Passionate about building long-term relationships, creative problem-solving, and helping others.

Overview

12
12
years of professional experience

Work History

Regional Vice President - Retirement Plans

Nationwide Financial
Chicago, IL
01.2022 - Current
  • Group retirement plan sales focused on plans from $1M-$50M.
  • Exceeded goals each year in role - Top 10%
  • Mentor to new wholesalers

Relationship Manager - Retirement Plans

Nationwide Financial
Chicago, IL
01.2018 - 01.2022
  • Client retention, point of sale presentations to decision makers, enrollment, & education meetings.
  • Client retention - Top 10%
  • 25% increased participation in group retirement plans

Education & Enrollment Specialist

Nationwide Financial
Chicago, IL
01.2015 - 01.2018
  • Participant education and enrollment, managed account sales, point of sale presentations in partnership with sales.
  • Managed account sales - Top 10%
  • 141% of sales goal in 2017; 276% of sales goals in 2016

Internal Wholesaler - Retirement Plans

Nationwide Financial
Columbus, OH
01.2013 - 01.2015
  • Sales of group plans to financial advisors, plan sponsors, and third-party administrators.
  • Top 15% in proposal activity
  • Top 10% in contact with unique prospects
  • Created Field Career Leadership Program

Education

Master's of Science - Management

The American College of Financial Services
Chicago, IL
01.2022

Bachelor's Degree -

The Ohio State University
Columbus, OH
03.2012

Skills

  • Competition
  • Adaptability
  • Proactivity
  • Futuristic Vision
  • Strategic Planning
  • Ideation

Licenses And Designations

  • Certified Plan Fiduciary Advisor - ASPPA
  • Series 65, Series 63, Series 6
  • IL State Life Insurance

Timeline

Regional Vice President - Retirement Plans

Nationwide Financial
01.2022 - Current

Relationship Manager - Retirement Plans

Nationwide Financial
01.2018 - 01.2022

Education & Enrollment Specialist

Nationwide Financial
01.2015 - 01.2018

Internal Wholesaler - Retirement Plans

Nationwide Financial
01.2013 - 01.2015

Master's of Science - Management

The American College of Financial Services

Bachelor's Degree -

The Ohio State University

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