Nationwide · 5 hours ago
Regional Wholesaler - Life (RVP - Broker General Agency Channel - Midwest Territory)
Illinois, United States
Full-time
Remote
Entry, Mid Level
$75K/yr - $75K/yr
1+ years exp
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Responsibilities
Manages key distribution partner relationships across assigned geographic territory.
Provides support and expertise to key distribution partners within assigned, geographic territory including face-to-face meetings, webinars, virtual meetings, and social media posts.
Utilizes a consultative approach to help key distribution partners identify customer needs and lead to a product recommendation. Consults with advisors by analyzing financial services products to determine the best solutions for their business and clients.
Regularly assess key partners in order to understand the needs and expectations of their business
Advocates on behalf of key distribution partners to ensure their needs, goals, opportunities, and concerns are understood within Nationwide. Evaluates and recommends solutions to marketing strategy and product questions.
Employ a business-plan approach to establish a rotation of sales activity and touch-points for the targeted group of distribution partners to acquire, grow and sustain the viability of those business relationships while achieving or exceeding territory production goals for life insurance products.
Ability to analyze and manipulate data from many resources, and use tools for a focused, multiple touch-point process, which will include a combination of face-to-face meetings, social media, digital marketing, telephone calls, emails, virtual meetings, webinars, etc.
Actively manages pending opportunities, trials and formal applications within assigned territory.
Conducts training on product, life insurance sales concepts, illustration software, underwriting, practice management topics, licensing, procedures, processes and services provided by Nationwide.
Provides sales management with weekly updates on activity.
Provides input on products, solutions and services to serve distribution partner and customer needs.
Completes and documents territory activities to assure they are meeting overall company objectives.
Qualification
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Required
Living within the territory is required.
FINRA Series 6 or 7, Series 63, State Life / Annuity Insurance Agent licenses required.
Associates must acquire the required Federal and/or state licenses/registrations within the time period designated by the business unit.
Between one and three years of internal wholesaling experience.
One to three years of external wholesaling experience of financial service products.
College-level mathematics, finance, statistics, economics, economics and investment management theories/practices.
Financial service products, life insurance, long term care insurance, contracts, securities trading and regulation, and competitor products, policies, practices and procedures in customer service and investment product processing.
Sophisticated interpersonal and written skills to effectively communicate and influence company officers, top brokers, home office and outside business partners.
Excellent group presentation skills for audiences of company owners, officers, principals, executive boards, and financial intermediaries of up to 200 people.
Ability to effectively teach state continuing education courses to industry professionals.
Basic Microsoft office usage skills including a solid understanding of Word, PowerPoint, Excel, Lotus Notes, Salesforce CRM.
Excellent time management and organizational skills required to lead statewide sales activities and multiple sales/distribution relationships.
Must have a valid driver’s license with satisfactory driving record in accordance with Nationwide standards.
A valid credit check and/or background check will be required as part of the selection process.
Preferred
Undergraduate studies in business, finance, communications or liberal arts preferred.
CLU, ChFC, FLMI, CFP, ASPPA, CLTC designations preferred.
Benefits
Medical/dental/vision
Life insurance
Short and long term disability coverage
Paid time off with newly hired associates receiving a minimum of 18 days paid time off each full calendar year pro-rated quarterly based on hire date
Nine paid holidays
8 hours of Lifetime paid time off
8 hours of Unity Day paid time off
401(k) with company match
Company-paid pension plan
Business casual attire
Company
Nationwide
Nationwide, a Fortune 100 company based in Columbus, Ohio, is one of the largest and strongest diversified insurance and financial services organizations in the United States.
10,001+ employees
Funding
Current Stage
Late StageLeadership Team
Jim Fowler
Chief Technology Officer
Ramon Jones
Executive Vice President and Chief Marketing Officer
Recent News
2024-11-08
Google Patent
2024-11-08
Company data provided by crunchbase
