Ryan Nelson
Cincinnati
Summary
Motivated financial professional with hands-on experience in personal finance planning, sales strategy, and client education. Skilled in conducting financial needs assessments, developing customized budgeting and retirement plans, and delivering clear, actionable guidance. Proficient in consultative selling, outreach, and presenting investment concepts using Morningstar Global. Known for strong communication, critical thinking, and coaching capabilities, with a proven ability to build client trust and support long-term financial success.
Overview
6
6
years of professional experience
1
1
Certification
Work History
Division Manager
Primerica
10.2023 - Current
- Lead division-level sales operations with a focus on scaling performance and improving client engagement.
- Directed cold-calling campaigns and outreach initiatives to grow client base.
- Conducted recurring training sessions reinforcing sales best practices and compliance expectations.
- Built comprehensive financial game plans for clients.
- Utilized Morningstar Global tools to create investment scenarios.
District Manager
Primerica
07.2023 - 10.2023
- Managed district-level sales activity and coached representatives.
- Executed prospecting and outreach efforts to improve appointment conversion.
- Delivered structured financial presentations aligned with client goals.
- Supported budgeting, savings, and retirement strategies.
Market Team Member
Target
02.2023 - 10.2023
- Supported daily merchandising and replenishment operations.
- Provided excellent customer service.
- Managed inventory with accuracy.
- Contributed to a positive work environment by effectively communicating with colleagues and collaborating on tasks.
Kitchen Crew Member
Dewey's Pizza
10.2022 - 02.2023
- Prepared and delivered food orders in a fast-paced environment.
- Maintained sanitary kitchen conditions.
Boat Cleaner
Hern Marine
04.2022 - 08.2022
- Cleaned and detailed boats using specialized tools.
- Inspected for damage and reported issues.
- Inspected boats for damage or wear, reporting findings to management for timely repairs.
- Maintained inventory of cleaning supplies and equipment, ensuring readiness for daily operations.
ClickList Associate
Kroger
02.2021 - 08.2021
- Picked and assembled online grocery orders.
- Organized and staged completed orders efficiently.
- Assisted in inventory management, maintaining accurate stock levels and minimizing discrepancies.
- Provided exceptional customer service, addressing inquiries and resolving issues promptly.
Cook
Freddys
05.2020 - 08.2020
- Operated kitchen equipment, ensuring proper usage and maintenance.
- Prepared and cooked menu items following established recipes and quality standards.
- Collaborated with team members to maintain a clean and organized kitchen environment.
Education
Business Major
University of Cincinnati
08-2021
Skills
- Financial Needs Assessment
- Retirement Planning
- Budgeting & Debt Management
- Risk Tolerance Evaluation
- Prospecting & Pipeline Development
- Outreach & Cold Calling Strategy
- Morningstar Global Utilization
- Communication & Presentation Skills
- Team Leadership & Training
- Compliance & Regulatory Awareness
Certification
- NASAA SERIES 65 – Uniform Investment Adviser Law Examination (Passed 2025-11-17, Pending registration)
- FINRA SERIES 6 – Investment Company and Variable Contracts Representative (CRD#: 8016655)
- NASAA SERIES 63 – Uniform Securities Agent (OH & KY)
- LIFE & HEALTH INSURANCE LICENSE — (OH, KY, IN)
Accomplishments
- Passed NASAA Series 65 on first attempt (2025-11).
- Promoted rapidly within Primerica into leadership roles.
- Grew a new office that opened in August of 2023 from a team of 5 licensed agents to a team of over 40+ licensed agents as of today.
Timeline
Division Manager
Primerica
10.2023 - Current
District Manager
Primerica
07.2023 - 10.2023
Market Team Member
Target
02.2023 - 10.2023
Kitchen Crew Member
Dewey's Pizza
10.2022 - 02.2023
Boat Cleaner
Hern Marine
04.2022 - 08.2022
ClickList Associate
Kroger
02.2021 - 08.2021
Cook
Freddys
05.2020 - 08.2020
Business Major
University of Cincinnati