Business Development Consultant - Retirement Solutions

Nationwide • Los Angeles, CA

1d • Hybrid

About The Position

This role will support Nationwide Financial's Corporate/Private sector team, focusing on the Retirement Solutions within the Southern California territory, with a strong preference for the greater Los Angeles area. The position is a G.99 band role. As a Hybrid Wholesaler, you will be responsible for achieving territory goals through a combination of virtual and in-person interactions, connecting with people to promote financial wellbeing solutions and building lasting relationships.

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 an external, hybrid, or internal wholesaler.
• Knowledge of 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.
• Must demonstrate Nationwide Values.
• Valid credit check and/or background check may be required.

Nice To Haves

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

Responsibilities

• Partner with Regional Vice President to develop a strategy for the Top 50/200 group of financial professionals within the assigned territory to market and sell financial products.
• Establish a rotation of activities for the Top 50/200 producers to foster sustainable long-term relationships.
• Market financial services products primarily through telephone calls, emails, mailings, social selling, virtual meetings and seminars, group meetings, and occasional in-person meetings with producers to help them grow their business and meet client needs.
• Provide marketing support for top producers using a budget for activities such as seminars, client dinners, and promotional items.
• Act as the primary point of contact for financial professionals within the assigned territory, serving as the communication link with home office sales and operations.
• Provide sales management with weekly updates on territory activities.
• Monitor territory activities to ensure alignment with overall company objectives.
• May perform other responsibilities as assigned.

Benefits

• medical/dental/vision
• life insurance
• short and long term disability coverage
• 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

What This Job Offers

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