Seth David Freeman
Parrish,USA
Summary
Retirement Specialist with extensive experience in retirement planning and wealth management. Expertise in retirement savings strategies, regulatory compliance, and client relationship management. Proven track record of enhancing clients' understanding of retirement planning processes and options.
Overview
15
15
years of professional experience
Work History
Senior Retirement Specialist
Nationwide Financial
Tampa, Florida
02.2023 - Current
- Scheduled and conducted one-on-one and group seminars for participants in assigned territory.
- Exceeded monthly, quarterly, and annual sales goals consistently each year.
- Provided counseling and guidance to participants on features and benefits of plans.
Internal Retirement Specialist
Nationwide Financial
Columbus, Ohio
02.2018 - 02.2022
- Identified sales opportunities while providing financial education to clients.
- Consistently exceeded monthly, quarterly, and annual sales targets each year.
- Led team to achieve highest overall performance metrics in 2018 and 2019.
Special Project Analyst
Nationwide Financial
Columbus, Ohio
02.2017 - 02.2018
- Designed systems that enhanced efficiency and increased transfer volume for largest private client.
- Partnered with internal departments to streamline rollover processes and eliminate inefficiencies.
- Exceeded client expectations, achieving 143% of annual rollover booking goals.
Financial Services Analyst
Nationwide Financial
Columbus, Ohio
06.2015 - 01.2017
- Supported advisors in addressing group retirement plan needs and developing effective sales strategies.
- Assisted colleagues with complex participant calls, including exchanges and escalations.
- Created sales opportunities for internal wholesalers to drive revenue growth.
Financial Services Specialist
Nationwide Financial
Columbus, Ohio
07.2014 - 06.2015
- Delivered prompt, efficient service to clients regarding deferred compensation plans.
- Maintained up-to-date knowledge of contract provisions and administration of Nationwide products.
- Documented account activity accurately and communicated with field representatives and policyholders.
- Collaborated with various departments to ensure seamless account management.
Senior Financial Services Specialist
Nationwide Financial
Columbus, Ohio
09.2013 - 06.2014
- Provided prompt, efficient service for clients regarding deferred compensation plans.
- Supported help desk operations while servicing accounts in private and public sectors.
- Served as subject matter expert for distribution processing within contact center.
Financial Services Specialist (Processing Money Out Public Sector)
Nationwide Financial
Columbus, Ohio
02.2013 - 09.2013
- Processed and approved loans and distributions for public sector employees.
- Serviced client accounts for 457, 401(k), 401(a), and 403(b) plans.
- Ensured compliance with established policies, procedures, and regulatory requirements.
Financial Representative
New England Financial
Columbus, Ohio
10.2012 - 02.2013
- Cultivated professional relationships with clients through world-class service delivery.
- Formulated strategies to ensure client legacies endure beyond lifetimes.
- Provided tailored financial recommendations, enhancing client financial security and goal achievement.
Financial Management Intern
Gainesville, Florida
05.2011 - 08.2011
- Conducted independent research and authored fact sheets for University extensions site.
- Facilitated financial knowledge enhancement for incoming students, promoting positive financial practices.
- Provided financial mentoring to over 30 individuals, accumulating 20 hours of intensive training in one year.
Quality Assurance
Merrill Corporation-Temp
Grove City, Ohio
- Evaluated and validated existing risks and controls to ensure compliance with standards.
- Supported reporting hierarchy by providing timely and accurate information.
- Ensured adherence to established policies, procedures, and regulatory requirements.
Education
M.B.A. - Executive Management
Ashland University
Ashland, Ohio04.2019
B.S. - Family, Youth and Community Science, Personal Financial Planning, Business Admin
University of Florida
Gainesville, Florida08.2011
A.A - Psychology
Santa Fe College
Gainesville, Florida04.2009
Skills
- Retirement planning and estate management
- Financial analysis and goal setting
- Client counseling and support
- Regulatory compliance and oversight
- Efficiency improvement strategies
- Customer relationship management
- Sales strategy development
- Team leadership and collaboration
- Effective communication skills
- Problem solving and critical thinking
- Attention to detail in execution
- Time management and prioritization
- Retirement income strategies
- Retirement readiness assessment
- Retiree benefits consulting
- Portfolio diversification
Designations and Licenses
CFP®, ChFC®, RICP®
Series 7, Series 63, Series 65
Life, Health, Variable
Websites
Timeline
Senior Retirement Specialist
Nationwide Financial
02.2023 - Current
Internal Retirement Specialist
Nationwide Financial
02.2018 - 02.2022
Special Project Analyst
Nationwide Financial
02.2017 - 02.2018
Financial Services Analyst
Nationwide Financial
06.2015 - 01.2017
Financial Services Specialist
Nationwide Financial
07.2014 - 06.2015
Senior Financial Services Specialist
Nationwide Financial
09.2013 - 06.2014
Financial Services Specialist (Processing Money Out Public Sector)
Nationwide Financial
02.2013 - 09.2013
Financial Representative
New England Financial
10.2012 - 02.2013
Financial Management Intern
05.2011 - 08.2011
Quality Assurance
Merrill Corporation-Temp
M.B.A. - Executive Management
Ashland University
B.S. - Family, Youth and Community Science, Personal Financial Planning, Business Admin
University of Florida
A.A - Psychology
Santa Fe College