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Nationwide · 2 days ago

Specialist, Regional Internal Wholesaler - Annuity

Grandview Heights, OH

Full-time

Hybrid

Mid Level

3+ years exp

Nationwide is a Forbes 100 organization dedicated to helping individuals and businesses prepare for retirement. The Specialist, Regional Internal Wholesaler - Annuity will build and maintain relationships with financial professionals to promote and advise on Nationwide's diverse annuity products.

BankingFinancial ServicesInsuranceLife Insurance

No H1B

Hiring Manager

Lee Hanna

Responsibilities

Initiates daily contacts to targeted business partners to build relationships, discover appropriate needs where products and services apply and consults and advises based on clients’ needs

Develops and grows strategic business partnerships and relationships with business partners to meet territory management performance requirements. Acts as a consultative link between business partners and Nationwide Financial (NF). Applies knowledge of industry trends, competitive intelligence, state legislation, market movements and investment changes/performance to advise and consult with business partners

Evaluates and determines viability of business partners with respect to customer needs, business needs and products. Acts as a consultant to provide the most appropriate strategies/solutions to meet these needs

Responds to requests from business partners and external sales within assigned territory, providing support materials such as illustrations, proposals and product/rider information. Consults with the business partners to address concerns about not using a NF product and help them be more comfortable with NF’s solutions in the future

Acts as a consultant by proactively providing financial expertise, recommendations and practice management advice to business partners within assigned territory

Executes proactive contacts with business partners to support campaigns highlighting product features and benefits and advises business partners on pertinent sales ideas and solutions

Partners with external sales force to consult with business partners to grow their business. Advises on product and procedural modifications to meet the needs of the business partner or client

Engages business partners to retain business. Works to understand reasons for asset flight and advises alternative solutions for retention

Represents Internal Sales and Service (ISS) in meetings and initiatives such as advisory boards, relationship strategy partnerships and other committees

Consults with functions across Nationwide such as Marketing, Business Performance Excellence and Product Development to build competitive products and services

Travels and covers open external wholesaler territory, on a temporary basis and for conducting in person meetings and Broker dealer events

Serves as a role model to and helps train newer regional internal associates. Assists with team meetings

Qualification

FINRA Series 6FINRA Series 63Sales experienceFinancial services knowledgeConsultative sellingRelationship buildingCommunication skillsTime management

Required

FINRA SIE and Series 6 license at the time of application

Undergraduate degree in human ecology, business, finance, communications, marketing or related field required

FINRA Series 6 and Series 63 licenses required

Three years of experience in a sales-driven position

Demonstrates the ability to execute responsibilities at an in-depth level that serves as a role model for lesser experienced regional internal associates

Must have a drive for results

Demonstrate independent judgment and decision-making

Ability for relationship building (both internally and externally)

Positive outlook

Consultative selling/advising skills

Ability and willingness to follow processes

Good time management/organization skills

Be receptive to coaching

Strong customer focus orientation

Ability to balance multiple priorities

Excellent communication skills including professional presence, listening, rapport building, writing skills and presentation abilities

Regularly and consistently demonstrates the Nationwide Values

Preferred

Experience in a sales or service call center environment preferred

Financial services background

In-depth knowledge of insurance and financial products and the associated consultative sales processes and industry knowledge 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

And more.

Company

Nationwide

Glassdoor3.9

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.

Founded in 1925

Columbus, Ohio, USA

10001+ employees