Alyssa De La Cruz, ChFC®, CLTC®, CLU, ALHC

Experience

• 

  University of Houston

  Aug 2013 - May 2014

  PES Sales Graduate
• 

  Nationwide

  Jun 2014 - now

  -Helping our partners and financial advisors plan for Long-Term Care protection for their clients. I apply product knowledge, competitive intelligence, market trends and sales ideas.-Providing tools that support the importance of having a Long-Term Care conversation and creating a plan.-Deliver solutions that are designed for choice, control, and flexibility. -Tailor interactions to advisor preference through in-person meetings and virtual technology to proactively engage in sales/marketing activities.-Develop strong and meaningful relationships with internal and external partners, Financial Advisors, firm partners and various support teams to help America prepare for and live in retirement.Endorsements and recommendations received from my Connections were not solicited and they did not receive any form of compensation. Show less Regional Wholesaler-Partner with financial advisors to develop strategies and solutions to meet client needs while applying product knowledge, competitive intelligence, market trends and sales ideas-Develop strong and meaningful relationships with internal and external partners, Financial Advisors, firm partners and various support teams to help America prepare for and live in retirement-Help advisors make connections with Nationwide Team of Specialists, providing a unique team-based approach to offer financial solutions from all product offerings (Annuities, Life Insurance, Retirement Plans, and Mutual Funds) -Tailor interactions to advisor preference through in-person meetings and virtual technology to proactively engage in sales/marketing activitiesEndorsement and recommendations received from my Connections were not solicited and they did not receive any form of compensation. Show less

  • Regional CareMatters Wholesaler

    Jun 2018 - now

  • Regional Wholesaler, BGA/Brokerage Life

    Jan 2018 - May 2018

  • Regional Internal Consultant

    Dec 2015 - Dec 2017

  • Consultant, Internal Sales and Service

    Jun 2014 - Dec 2015