Distribution professionals value ensuring everything is in good order for their clients. But amid today’s historic labor shortages, many are facing significant staffing issues that would’ve handled these tasks. Since 2020, many professionals have lost longstanding employees who helped with tasks like checking in with clients and handling daily administrative tasks. Distribution professionals said it’s taking them longer to find qualified staff, and when they do, new hires often lack the knowledge needed to handle everyday operations. In some cases, professionals find themselves operating with no supportive staff at all. There’s an opportunity to find innovative ways we can help distribution professionals to continue providing their clients the experience they expect.
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Scenario
Distribution professionals understand the value of keeping everything in good order for their clients.
Takeaways
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Big picture
When a professional doesn’t have the bandwidth to handle administrative tasks accurately and efficiently, some members may end up feeling ignored. There may be instances when errors are made but aren’t addressed as quickly as one would hope. To prevent issues like these, professionals need more support than ever. They’re looking to us for answers.
Next Steps
Locate opportunities to introduce digital capabilities that ensure accuracy.
Offer onboarding education for a professional’s new hire to learn about Nationwide’s processes.
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