Sr Analyst, Regional Internal Consultant (Remote)

Nationwide Mutual Insurance•Scottsdale, OH

7d•Hybrid

About The Position

The Regional Internal Consultant serves as a trusted advisor and strategic partner to financial professionals, broker-dealers, and internal sales teams, helping drive growth, retention, and client success across an assigned territory. The role combines consultative sales expertise, financial services knowledge, and relationship management to identify opportunities, deliver tailored solutions, and position Nationwide Financial products and services to meet client needs. The consultant builds, grows, and retains strategic relationships with financial professionals, administrators, plan sponsors, and participants by advising and consulting to support business-unit sales goals. The position provides financial expertise, product and practice-management guidance, case design, business consultations, training, and point-of-sale support. It also partners with external sales, contributes to strategic initiatives and advisory meetings, and mentors newer associates. The role reports to a Manager and has no direct reports. It is intended to be hybrid within 35 miles of Columbus, Ohio, or Scottsdale, Arizona; remote applicants with critical industry skills and relevant experience may occasionally be considered. The position could be filled within any of the lower 48 U.S. states.

Requirements

Undergraduate degree in Human Ecology, Business, Finance, Communications, Marketing, or a related field.
FINRA Series 6 and Series 63 licenses are required; the posting also states that Series 6 is required at application and Series 63 must be obtained within 120 days.
Minimum of five years of experience in a sales-driven position.
Demonstrated ability to meet or exceed sales goals.
Advanced knowledge of the financial services industry and financial planning concepts.
Ability to serve as a role model and successfully educate and mentor team members.
Advanced ability to execute the Teach / Tailor / Take Control elements of the consultative sales process and educate others in its execution.
Ability to develop Nationwide insights and apply them to the Teach / Tailor / Take Control approach.
Results orientation, independent judgment, and decision-making ability.
Relationship-building skills with internal and external partners and consultative selling and advising skills.
Ability and willingness to follow processes, manage time effectively, and balance multiple priorities.
Strong customer focus and communication skills, including professional presence, listening, rapport building, writing, and presentation abilities.
Ability to demonstrate informal leadership through mentoring, coaching, teaching, supporting change and innovation, positive motivation, influencing, idea sharing, and communication.
Must obtain required federal and/or state licenses or registrations within the business unit’s designated time period; additional licenses or registrations may be required as products and services are implemented.
The role does not qualify for employer-sponsored work authorization; Nationwide does not participate in the STEM OPT extension program.

Nice To Haves

Experience in a sales or service call-center environment.
Financial services background.
Advanced knowledge of insurance and financial products and their consultative sales processes.

Responsibilities

Initiate daily contacts with targeted business partners to build relationships, identify needs, and advise on relevant products and services.
Build and grow strategic business partnerships to meet territory performance requirements.
Serve as a consultative link between business partners and Nationwide Financial.
Apply knowledge of industry trends, competitive intelligence, state legislation, market movements, and investment changes or performance to advise business partners.
Profile business partners and assess their viability in relation to customer needs, business needs, and available products.
Recommend appropriate strategies and solutions to business partners.
Respond to business partner and external sales requests for illustrations, proposals, product and rider information, and other support materials; discuss concerns and propose solutions.
Address concerns about the use of Nationwide Financial products and help business partners consider Nationwide solutions in the future.
Provide proactive financial expertise, recommendations, practice-management advice, case design, business consultations, product updates, training, product rollout support, and point-of-sale consulting.
Support campaigns through proactive contacts that highlight product features and benefits and share relevant sales ideas and solutions.
Partner with external sales to consult with business partners and help grow their businesses.
Advise on product and procedural modifications to meet business partner or client needs.
Engage business partners to retain their business, investigate asset flight, and recommend alternative retention solutions.
Develop business plans to achieve scorecard requirements.
Represent Internal Sales & Service in meetings and initiatives, including advisory boards and relationship-strategy partnerships; facilitate efforts as an informal leader.
Collaborate with other Nationwide functions to develop competitive products and services that meet customer needs.
Temporarily travel to cover open external wholesaler territories, conduct one-to-one meetings at Broker Dealer events, and present at conferences.
Serve as a role model for other Regional Internal associates and help educate and train new associates.
Lead team meetings and, in the manager’s absence, lead the team to help ensure individual and team goals are met.
Perform other responsibilities as assigned.

Benefits

Medical, dental, and vision coverage
Life insurance
Short- and long-term disability coverage
Paid time off, with newly hired associates receiving at least 18 days per full calendar year, prorated quarterly based on hire date
Nine paid holidays
Eight hours of Lifetime paid time off
Eight hours of Unity Day paid time off
401(k) with company match
Company-paid pension plan
Business casual attire