Val Gonzalez

Experience

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  Nationwide Financial

  Nov 2004 - Jul 2008

  Consults with investment professionals on sales of annuities.Provides consultative technical advice, training of sales concepts and product training, and preparation of sales appointments, including quotes, forms and product information.Proactively calls on investment professionals to engage them in the sale of annuities, by showing them the benefits of offering these products to their current and prospective clients, and the different selling strategies they can implement in their business.Follows up as centralized point of contact on service issues, able to manage multiple contacts through new business, services, commissions, and licensing.Partner with external wholesaler and the appointment specialist to manage territory. Show less

  • Internal Wholesaler Internship

    Nov 2007 - Jul 2008

  • Financial Analyst

    Jun 2005 - Nov 2007

  • Contractor for Nationwide Financial as a Financial Services Representative

    Nov 2004 - Jun 2005
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  Nationwide Insurance

  Oct 2013 - Feb 2021

  Field and client facing broker dealer generalist handling inquiries ranging from brokerage, new account suitability, new agent on boarding, to customer complaints.Responsible for regulatory mutual fund breakpoint audits.Assisted in regulatory client inquiries on privacy and books and records requirement mailings.Regularly interact with external product manufacturers to facilitate agent inquiries and issue resolution.Lead trainer for division wide contact management system launch.Cross trained in Life and Annuity Sales as well as Brokerage Trading Platform. Show less

  • Senior Financial Analyst @ Nationwide Financial

    Aug 2008 - Feb 2021

  • Vice President National Latino Alliance Associate Resource Group

    Oct 2013 - Dec 2015
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  Nationwide Financial

  Feb 2021 - now

  Endorsements and recommendations received from my Connections were not solicited and they did not receive any form of compensation. Due to industry regulations, I may not accept endorsements and recommendations for my investment advisory skills, products, or services.

  • Senior Retirement Specialist

    Dec 2023 - now

  • Specialist Regional Partnership

    Nov 2022 - Dec 2023

  • Internal Retirement Specialist at Nationwide Financial

    Feb 2021 - Nov 2022