Nationwide · 1 week ago
Hybrid Wholesaler - Annuity Specialty Markets
Ohio
Full-time
Hybrid
Mid Level
3+ years expNationwide is a leading financial services company dedicated to helping individuals and businesses prepare for their financial future. They are seeking a Hybrid Wholesaler to market annuity service products through financial institutions and professionals, while building and maintaining relationships with financial advisors.
BankingFinancial ServicesInsuranceLife Insurance
Responsibilities
Identifies and connects with prospective financial advisors to promote annuity products and services. Maintains relationships with existing advisors to strengthen relationships
Consults with advisors by analyzing financial services products to determine the best solutions for their business and clients. Finds opportunities where annuity products make sense and educates the advisor through webinars and primarily virtual meetings on how to incorporate these opportunities into their clients' portfolios. Evaluates and recommends solutions to marketing strategy and product questions
Utilizes internal and external sales and marketing technology and databases to acquire, grow, and retain a group of producers within assigned territory
Develops and executes business plans to improve productivity and ensure company objectives are met. Creates and maintains accurate data in building advisor profiles
Acts as a liaison with corporate/home office sales and operations teams
Provides sales management with weekly updates on sales activity within the assigned territory
Provides coaching, mentorship, and development advice to less experienced members of the team. Partners with other wholesalers to cross-sell when appropriate and build a 'one team' experience for advisors
May perform other responsibilities as assigned
Qualification
Required
FINRA Series 6 or 7, Series 63, and State Life/Annuity Insurance Agent licenses required
3 or more years sales experience in the insurance or financial services industry
Proven track record of achieving monthly and annual sales goals
Knowledge of insurance products and the consultative sales process
Knowledge of state and local laws necessary to understand the legal implications of product features in different states
Very strong interpersonal, presentation, facilitation, and consultation skills
Excellent verbal and written communication skills vital for interacting with all levels of customers
Ability to build and maintain strong working relationships with business partners
Ability to analyze financial services products to determine the best solutions for advisors and their clients
Ability to evaluate and recommend solutions to marketing strategy and product questions
Must have a drive for results, demonstrate independent judgement and decision making, possess consultative/advising skills, have good time management, and balance multiple priorities
Preferred
Undergraduate studies in business, sales, finance, marketing, or communications 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
And more.
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.
10001+ employees
Funding
Current Stage
Late StageLeadership Team
Jim Grafmeyer
VP, Chief Enterprise Architect
Tony Fenton
Vice President Commercial Lines Underwriting & Product - Commercial, E&S and Specialty
Recent News
2025-11-24
2025-10-20
2025-09-27
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