FIN Tech Solutions Specialist

NationwideColumbus, OH
3d

About The Position

Are you passionate about being part of a team at a Fortune 100 company with nearly $70 billion in annual sales that delivers extraordinary care to help individuals and businesses prepare for and protect their future? If so, then Nationwide Financial could be the place for you! At Nationwide®, “on your side” goes beyond just words. Our customers and partners are at the center of everything we do and we’re looking for associates who are passionate about delivering extraordinary care. FINRA SIE and Series 6 required at time of application and you will be required to get your Series 63 within 120 day. It is our intention to fill this role in Columbus, Ohio or Scottsdale, Arizona. However, on occasion, applications from internal candidates working remotely who bring critical industry skills and relevant experience may be considered. This role does not qualify for employer sponsored work authorization. Nationwide does not participate in the STEM OPT extension program. Our team works to elevate opportunities to expand the reach of our Life or Annuity distribution. We’re as much about creating and designing the strategic path forward, using all of the tools and resources we have, as we are about building and growing profitable, sustainable relationships. If you are creative, accountable and motivated to meet and exceed goals, we want to hear from you! As a Specialist, you`ll support partner initiatives with focused Financial Technology (FinTech) platform and internal resource partners to further maximize sales solutioning and positioning opportunities for the Life or Annuity distribution teams.

Requirements

  • Education: Undergraduate degree in business administration or related field preferred.
  • License/Certification/Designation: FINRA Series 6/7, Series 63/66, life and health insurance required.
  • Experience: Four years of sales or business development experience, preferably in the insurance or financial services industry.
  • Knowledge, Abilities and Skills: Solid understanding of sales and business development practices and FinTech platforms.
  • Knowledge of insurance and/or financial services products.
  • Ability to communicate.
  • Ability to understand and analyze business information needs, analyze data requests, and form relationships.
  • Skilled at presenting.
  • Comfort in the presence of executive leadership.
  • Competencies include customer focus, interpersonal savvy, relationship building, drive for results, optimism, dealing with ambiguity, listening, patience, problem solving, directing others and sales.

Nice To Haves

  • Advanced designation (CFP, CLU, ChFC) preferred.

Responsibilities

  • Builds, documents and produces partner overviews, education and partner specific trainings that are partnered with existing product sales materials to improve advisor focused sales and distribution tactics.
  • Assists in building and leading the management of the FinTech database used internally for informational access to FinTech partner overviews and capabilities.
  • Assists wholesalers and firms with utilizing FinTech solution partners to supplement and improve the sales process.
  • Partners with others to onboard, handle and enhance relationships with FinTech partners.
  • Assists in the design, implementation and execution of business plans.
  • Manages relationships with associates for focused firms, seeking opportunities to work together on trainings, education and elevated capabilities that will enhance sales and distribution.
  • Partners internally to build educational and overview materials.
  • Attends and presents at selected internal/external engagements to further partner opportunities, educate sales teams or financial professional-facing presentations.
  • Assists with reporting and manages expectations in alignment with the FinTech Platform Strategy.
  • May perform other responsibilities as assigned.

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
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