Veteran Financial Professional to Drive Consulting Services in the Carolinas
APPLETON, WIS. (June 14, 2022) – The Retirement Advantage, Inc. (TRA), an industry-leading retirement plan solutions provider recently announced the addition of Robert Dolin to their Regional Sales Consulting team (RSCs). Dolin will be providing retirement plan consulting services in both North and South Carolina and will report to Darin Erdmann, TRA’s National Sales Manager.
Robert is joining TRA from Nationwide, where he operated as a Regional Vice President. He will be tasked with partnering with financial advisors and recordkeeping partners to assist them in designing and implementing optimal retirement plan designs for businesses of all sizes.
Robert comments, “I am excited to join the dedicated and passionate team at TRA. I have had much success working with TRA, in my previous role as a Recordkeeper. The firm’s extraordinary growth profile is a testament to the quality of their leadership and the power of their service model. I look forward to continuing to work with top-notch advisory and wholesaling teams that have an interest in retirement plans. TRA is continually enhancing their capabilities to meet the needs of their clients and changing market requirements.”
Dolin recently retired from Nationwide but wanted to continue to work with the advisor community for a few more years. Robert is a well-known figure in the financial industry with over 30 years of experience and has held several sales, consulting, and leadership roles with Nationwide.
“Robert has a proven record of facilitating long-term business relationships with both advisors and clients, in fact, Robert has used TRA in his previous role.” said Erdmann. “His strong winning attitude and personality are assets that will complement and enhance TRA’s ability to meet the needs of our customers as we continue to provide quality, innovative products and services to the marketplace.”
Robert has his Accredited Investment Fiduciary® (AIF®) and PLANSPONSOR Retirement Professional (PRP) designations. Robert is a resident of Charlotte, North Carolina.