Business Development Consultant - Retirement Solutions

Nationwide Mutual Insurance • Los Angeles, CA

1d • Hybrid

About The Position

This role will support Nationwide Financial's Corporate/Private sector team, focusing on the Retirement Solutions for the Southern California territory. The position requires living within the territory, with a strong preference for the greater Los Angeles area. As a Hybrid Wholesaler, you will be responsible for achieving territory goals through a combination of virtual and in-person interactions, building lasting relationships, solving challenges with outstanding service, and developing expertise in financial products and services to improve the financial wellbeing of customers.

Requirements

• Undergraduate studies in insurance, business, finance or related fields preferred.
• Series 6 and Series 65 or Series 7, series 63 or 66, State Life, Health, and Variable Annuity license and other licenses/designations may be required.
• 5 or more years’ experience preferred, within the financial services industry as external, hybrid or internal wholesaler.
• Financial service products, securities trading and regulation, customer service, competitor intelligence, policies, practices and procedures in customer service and investment product processing.
• Strong virtual and in person interpersonal, presentation and facilitation skills.
• Excellent verbal and written communication skills necessary for interacting with all levels of internal and external customers.
• Ability to develop and maintain strong working relationships with business partners.
• Ability to analyze financial service product contracts to determine the best methods of marketing to target markets.
• Ability to evaluate and recommend solutions to marketing strategy questions and product processing problems.
• Regularly and consistently demonstrates Nationwide Values.
• Due to the fiduciary accountabilities within this job, a valid credit check and/or background check may be required as part of the selection process.

Nice To Haves

• Advanced certification in CFP, CLU, ChFC, CFA, CMFC or other designations preferred.

Responsibilities

• Partner with Regional Vice President to market/sell financial products to a Top 50/200 group of financial professionals within the assigned territory.
• Set up a rotation of activity for the Top 50/200 producers to create sustainable long-term relationships.
• Market financial services products primarily through a combination of telephone calls, emails, mailings, social selling, virtual meetings and seminars, group meetings and on occasion, in person meetings with producers to help them grow their business and effectively meet their clients needs.
• Provide marketing support for top producers through a budget for seminars, client dinners, trinkets, and promotional items.
• Act as a point of contact to provide support to financial professionals within the assigned territory by acting as the communication link with home office sales and operations.
• Provide sales management with weekly updates on activity within the assigned territory.
• Monitor territory activities to assure they are meeting the overall company objectives.
• May perform other responsibilities as assigned.

Benefits

• medical/dental/vision
• life insurance
• short and long term disability coverage
• paid time off (minimum of 18 days per year)
• 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

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: Associate degree