Luke Boudinot
Retirement Specialist · Nationwide Financial
Bend, ORWork Experience
Retirement Specialist
Nationwide Financial2017 – Present
? Responsible for over 100 city and county plans throughout Central Oregon with roughly $160 million in assets ? Conducted one-on-one and group employee meetings in order to educate participants on their deferred compensation governmental 457(b) plan as well as all types of employer sponsored retirement products ? Developed and implemented financial plans and prepared detailed reports and analyses. ? YTD 156% of new enrollment goal ($779,000 new assets)
Internal consultant partnering
Nationwide Financial2013 – 2014
with two external wholesalers in NY and NJ wirehouse firms ? Performed outbound calls to financial advisors covering wide range of products and services to tailor needs-based solution to risks and challenges that are unique to each client's situation Territory Management and Retention 06/2013 to 07/2014
Host/Griller/Grill Captain/Server
Nationwide Financial2004 – 2012
- Columbus, Ohio ? Territory management/asset retention team-based sales approach with seven external wholesalers throughout the U.S ? Used proactive decision-making skills to build relationships with key decision-makers and help match their customers with the right solutions Host/Griller/Grill Captain/Server 12/2004 to 07/2012
B2B Sales Agent
Nationwide Financial2009 – 2009
- Columbus, Ohio ? Excelled in a fast paced service industry and was recognized through promotions for time management skills, customer satisfaction, and providing an overall outstanding dining experience B2B Sales Agent 01/2009 to 04/2009 Hunter Marketing - Dublin, OH ? Accountable for own territory in a business to business sales and marketing role
