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Nationwide · 1 day ago

Consultant, Regional Internal, ISS Annuity Sales Desk

Arizona - Scottsdale, 18700 North Hayden Road

Full-time

Hybrid

Senior Level

5+ years exp

Nationwide is a leading insurance and financial services company dedicated to helping individuals and businesses prepare for and protect their future. They are seeking a Consultant for their Internal Sales & Service team who will build and maintain strategic relationships with financial professionals, providing consulting and support to achieve sales goals.

BankingFinancial ServicesInsuranceLife Insurance

No H1B

Responsibilities

Proactively initiates daily contacts to targeted business partners to build relationships, discover appropriate needs in which products and services apply and to consult and advise based on their clients' needs

Builds and grows strategic business partnerships and relationships with business partners to meet territory(s) 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

Profiles and determines viability of business partners as it relates 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, regarding support materials such as illustrations, proposals and product/rider information. Discusses questions or concerns with the business partner and proposes solutions. Consults with the business partners to address concerns about not using a NF product and helps 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(s) including case design, business consultations, product updates, training, product rollouts and point of sale consulting

Executes proactive contacts to business partners in support of campaigns to highlight product features and benefits and to advise business partners on pertinent sales ideas and solutions

Partners with external sales force to consult with business partners in order 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 their business with Nationwide. Probes to understand reasons for asset flight and advises alternative solutions for retention

Develops effective business plans to achieve scorecard requirements

Represents ISS in meetings and initiatives such as advisory boards, relationship strategy partnerships, etc. Performs in an informal leadership role and serves as a facilitator and point of reference to drive success for these efforts

Consults with other functions across Nationwide to build on competitive products and services that will meet customer needs

Travels and covers open external wholesaler territory, on a temporary basis and conducts 1:1 meetings at Broker Dealer events and present at conferences

Serves as a role model to other Regional Internal associates. Assists in the education and training of new Regional Internal associates. Leads team meetings. In the absence of the manager, works as the leader of the team to ensure individual and team goals are met

Qualification

FINRA Series 6 licenseFinancial services experienceConsultative sales processAdvanced knowledge of insuranceSales driven experienceCommunication skillsRelationship buildingMentoring skillsTime management

Required

FINRA SIE and Series 6 license at the time of application

Series 63 within 120 days of hire

Undergraduate degree in Human Ecology, Business, Finance, Communications, Marketing or related field

Minimum of five years of experience in a sales driven position

Demonstrated ability to meet or exceed sales goals

Preferred

Experience in a sales or service call center environment

Financial services background

Advanced knowledge of insurance, financial products and the associated consultative sales processes

Advanced knowledge of the financial services industry and financial planning concepts

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