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Nationwide · 1 day ago

Regional Wholesaler (RVP) - Annuity Specialty Markets

Austin, TX

Full-time

Hybrid

Senior Level

$65K/yr - $80K/yr

5+ years exp

Nationwide is a company dedicated to delivering extraordinary care to help individuals and businesses prepare for and protect their future. The Regional Wholesaler role focuses on promoting annuity products through various financial institutions while building relationships with financial advisors and providing support and training. This position primarily serves the Texas market, particularly the Dallas-Fort Worth area.

BankingFinancial ServicesInsuranceLife Insurance

Responsibilities

Identifies and connects with financial advisors to promote annuity products and services

Assists financial advisors in identifying and marketing to prospects and educates them on all aspects of the annuity business

Encourages repeat business with financial advisors and acquires referrals to other financial advisors

Coordinates with Nationwide's team of specialists regarding cross-selling opportunities, referrals and joint meetings

Conducts training at local financial institution offices to market products through seminars, meetings and one-on-one sessions on products within assigned territory

Provides field support and expertise to producers, including public seminars and client visitations

Participates in exhibitions, seminars and presentations, meetings with top producers and other formal financial institution gatherings

Coordinates local financial institutions input, suggestions and questions on products

Acts as a liaison with the corporate headquarters

Provides sales management with weekly updates on territory activity

Coordinates the licensing of producers within assigned territory

Manages territory to coordinate with other distribution systems

Provides input on products and services that will serve customer needs and produce sufficient volume and profits

Monitors territory activities to assure company objectives are met

Visits visit key producer offices on a regular basis

May perform other responsibilities as assigned

Qualification

FINRA Series 6State Life/Annuity Insurance LicenseCLUChFCFLMICFPFive years wholesaling experienceFinancial service productsBasic Microsoft OfficeInterpersonal skillsWritten communication skillsGroup presentation skillsTime managementOrganizational skills

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

Five years internal or external wholesaling experience of financial service products through broker dealer firms

College-level mathematics, finance, statistics, economics, economics and investment management theories/practices

Very strong interpersonal and written skills to effectively interact directly with 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 up to 200 people

Ability to effectively teach state continuing education courses to industry professionals

Basic Microsoft office usage skills including Word, PowerPoint, Excel, Seibel CRM

Excellent time management and organizational skills required to manage statewide sales activities and multiple sales/distribution relationships (independent administrators and financial intermediaries)

Regularly and consistently demonstrates the Nationwide Values

Valid driver's license with a satisfactory driving record in accordance with the standards stated in the Company's Fleet Manual

A valid credit check and/or background check will be required as part of the selection process

Preferred

Living in the Dallas-Forth Worth area is strongly preferred

Undergraduate studies in business, finance, communications or liberal arts preferred

CLU, ChFC, FLMI, CFP, ASPPA 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

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