MOLLY WILLIAMS

• Develop and strengthen relationships with financial advisors and third-party administrators to drive adoption of retirement plan solutions and expand market presence.

• Partner with Investment Professionals (IPs) to identify new business opportunities, support prospecting strategies, and increase referral activity.
• Educate advisors on all aspects of the retirement plan business, including plan design, fiduciary considerations, and product positioning.

• Collaborate with internal specialists to uncover cross-selling opportunities and deliver comprehensive retirement and investment solutions.
• Lead client and prospect meetings, conducting fact-finding sessions and delivering tailored presentations that support successful plan conversions.
• Coordinate with corporate teams and TPAs to prepare proposals, presentations, and closing documentation for new retirement plan business.

• Drive profitable territory growth through strategic business planning, targeted marketing initiatives, and consistent field engagement.
• Support asset retention and client servicing through ongoing relationship management and on-site advisor and client visits.
• Represent Nationwide at industry and broker/dealer conferences, enhancing brand visibility and generating new business opportunities.
• Organize and facilitate regional group meetings and educational events for advisors.
• Contribute insights on products, competitors, and industry trends to national and divisional leadership teams.
• Prepare and manage activity, pipeline, and expense reports while participating in company conference calls and virtual meetings.

• Planned marketing initiatives and leveraged referral networks to promote business development.
• Came up with detailed plans to enhance sales management and prioritize long-term business goals.
• Used Access to handle current portfolio and prospective leads.
• Conducted regular meetings with financial advisors to build positive and productive relationships for prospects.
• Expanded customer base by identifying needs, developing solutions and delivering prospect-centered events.

• Cultivate a successful business to attain activity and sales goals with top producers in specified distribution channels
• Develop and maintain a high level of annuity production upwards of 47 million, through the execution of a detailed business plan including training, motivating, and developing successful working relationships with specified financial institutions
• Coordinate and execute a regional business plan with internal wholesaler acting as a key driver to a three-person sales team supporting an assigned geographic territory
• Execute on specific activity expectations to maximize opportunities and strengthen existing relationships while producing and strengthening new relationships
• Utilize strong presentation skills to conduct educational seminars for both financial advisors and their clients

• Analyzed goals and sales statistics by logging comprehensive data concerning personal performance to find areas of improvement to increase production leading to individual success of being one of the top producers of our team
• Worked closely with external vendors and financial institutions to increase sales and seek new markets for their firm
• Developed and maintain relationships with financial advisors and providing exceptional service
• Delivered presentations to help advisors find a solution for clients and their retirement needs