Apply on Employer Site

Nationwide · 1 week ago

Territory Consultant - Annuity Specialty Markets

Scottsdale, AZ

Full-time

Hybrid

New Grad, Entry Level

$46K/yr - $82K/yr

Nationwide is a company passionate about delivering extraordinary care to help individuals and businesses prepare for and protect their future. The Territory Consultant role involves building relationships with financial professionals, introducing them to Nationwide's annuity products, and achieving sales goals through training and mentorship.

BankingFinancial ServicesInsuranceLife Insurance

No H1B

Responsibilities

Proactively builds relationships with prospective financial professionals by introducing Nationwide Annuities to qualified, warm leads. Partners with financial professionals to understand their business needs and consult on how Nationwide solutions may fit their portfolios

Identifies distribution opportunities and creates successful transitions in partnership with their hybrid wholesaler

Performs analysis by creating hypotheticals and other support materials requested by financial professionals, including annuity comparison analysis, portfolio mapping, fund analysis and Morningstar reports

Partners with hybrid wholesalers to maintain territory pipelines and other sales management reports

Develops professionally through sales training, coaching sessions and mentorship with Senior Territory Consultants and Hybrid Wholesalers

Achieves scorecard requirements such as activity and quality metrics, product knowledge, development of territory, teamwork and professional development

Provides territory coverage in the absence of a Hybrid Wholesaler

Qualification

FINRA LicensingAnnuity KnowledgeSales SkillsInsurance Products KnowledgeConsultative SellingRelationship BuildingTime ManagementCommunication Skills

Required

Successful completion of in-house training program, FINRA SIE, Series 6, Series 63 and State Life/Annuity Insurance Agent licenses 120 days post-hire is required

Preferred

Nationwide Annuity Knowledge Preferred

FINRA Licensing in-hand at time of hire strongly preferred

Undergraduate degree in finance, sales, business, marketing or related fields preferred

Relevant industry or sales experience preferred

Proven knowledge of insurance products and the sales process 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

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