Nicholas Hofer has over 10 years of experience in financial services. He is currently an internal sales consultant at Transamerica where he is responsible for driving sales and developing advisors. Previously he worked as a national account consultant and loan officer. He has a bachelor's degree from South Dakota State University and holds FINRA Series 6 and 63 licenses.

1. Nicholas J. Hofer 7121 Chelsea Dr. NE
Telephone: (319)329-6942 Cedar Rapids, IA 52402
Email Address: Nicholas_hofer@yahoo.com
Profile
 Goal and Detail Orientated
 Team Player with strong time and project management skills
 Proficient in Microsoft and Contact Management products
 Strengths in successful team building and negotiation
Accomplishments
 Finalist for Sales Consultant of the year in 2012 & 2013.
 Leader in plans uncovered over past 4 years:
**In 2011 found 71 leads totaling $229,430,763.
**In 2012 found 105 leads totaling $309,612,882
**In 2013 found 63 leads totaling $232,445,086.
**In 2014 have currently found 48 leads totaling $129,506,000.
 Train and mentor new hires.
 Member of “Cap Stone Group” (Leadership Team) – creating new ideas and best practices
Recent Employment History
Transamerica December 2007 - Present
Transamerica Retirement Solutions September 2010 – Present
- Internal Sales Consultant
- Responsible for driving sales activity by marketing Transameri ca Retirement Solutions.
- Initiate and grow new broker relationships, demonstrate excellent problem solving skills and promote the sale of TRSC
products.
- Develop Advisors into premier retirement specialists.
- Demonstrate excellent listening skills to better assess representatives’ needs.
- Establish and maintain ongoing relationship with Regional Vice Presidents (RVP’s) with a common goal of increasing the
company’s share of qualified retirement plan sales.
- Productively work together with the Cedar Rapid and Los Angeles home office departments, the RVP’s , Divisional Vice
Presidents, TPA Relationship Managers and Channel Management to effectively service the Transamerica selling
relationships.
- Manage daily contact with assigned RVP’s (i.e. territory coverage, relationship building in accordance with business
plan and sales goal review.)
- Train and mentor new hires on the Internal Sales Consultant Role.
- Liaison between internal departments and Advisors.
Diversified Investment Advisors December 2007 – September 2010
- National Account Consultant
- Provided professional case management service for retirement plans.
- Responsible for daily administration of National Corporation and Non-Profit 401(k), 403(b), 457(b), and Non-Qualified
plans.
- Managed over 35 retirement plan cases.
- Maintained daily contact with Client, Broker, Consultants and Account Executive to address issues and proactively build
relationships.
- Responsible for the coordination of quarterly statements.
- Participated in finals presentations and presented overview of the Account Consultants role and responsibilities.
- Subject Matter Expert (SME) for internal partners in reviewing technical requests submitted by other business units.
- Trained and mentored new hires on Consultant role.
- Liaison between internal departments and Advisors/Clients.

2. Keystone Savings Bank August 2005 – November 2007
- Loan Officer
- Developed own customer base.
- Performed managerial duties in absence of Branch Manager.
- Handled escalated situations with customers and employees.
- Vault Manager.
- Experience in both real estate and consumer lending.
- Analyzed financial statements and credit risks of consumers and businesses to determine profitability.
- Crossed sold other bank products.
- Organized events for customer relations and good will.
Education, Licenses and Certification
 Bachelors of Science, Agricultural Business – South Dakota State University
 Minors: Business and Economics
 FINRA Series 6 and 63
 Individual Producer – Variable Life/Variable Annuity – Iowa
 Non-Resident Licensing – Pennsylvania and West Virginia
 Consumer Credit School Graduate
 7 Habits of Highly Effective People – Institutional Training