Regional Internal Wholesaler - Life Sales

NationwideColumbus, OH
Hybrid

About The Position

Nationwide Financial is seeking a Regional Internal Wholesaler to join their Life Sales team. This role is part of a Fortune 100 company with nearly $70 billion in annual sales, focused on delivering extraordinary care to help individuals and businesses prepare for and protect their future. The position involves partnering with financial professionals across the country to distribute Nationwide's diverse portfolio of Life Insurance products. This role offers a competitive base salary and a strong incentive pay package. The selected candidate must obtain FINRA SIE, Series 6, and Series 63 licenses within 120 days of the start date. This position is hired on a SuccessFlex basis, requiring the associate to reside within 35 miles of or commute to Grandview Heights, OH, or Scottsdale, AZ. The work schedule is hybrid, with 2-3 days in the office and 2-3 days remote, depending on location. The role does not qualify for employer-sponsored work authorization and Nationwide does not participate in the Stem OPT Extension program. As a Specialist on the Internal Sales & Service (ISS) team, you will build, grow, and retain strategic relationships with financial professionals, administrators, and/or plan sponsors and participants (clients) through advising and consulting, supporting business unit sales goals and working effectively with multiple contact points across the sales process.

Requirements

  • Undergraduate degree in human ecology, business, finance, communications, marketing or related field.
  • FINRA SIE, Series 6, and Series 63 licenses (must obtain within 120 days of start date).
  • Three years of experience in a sales-driven position.
  • In-depth knowledge of insurance and financial products and the associated consultative sales processes and industry knowledge.
  • Demonstrated in-depth knowledge and execution of the Teach / Tailor / Take Control elements of our consistent consultative sales process.
  • Drive for results.
  • Independent judgment and decision-making ability.
  • Ability for relationship building (both internally and externally).
  • Positive outlook.
  • Consultative selling/advising skills.
  • Ability and willingness to follow processes.
  • Good time management/organization skills.
  • Receptive to coaching.
  • Strong customer focus orientation.
  • Ability to balance multiple priorities.
  • Excellent communication skills including professional presence, listening, rapport building, writing skills and presentation abilities.

Nice To Haves

  • Experience in a sales or service call center environment.
  • Financial services background.

Responsibilities

  • Initiates daily contacts to targeted business partners to build relationships, discover appropriate needs where products and services apply and consults and advises based on clients’ needs.
  • Develops and grows strategic business partnerships and relationships with business partners to meet territory management performance requirements.
  • Acts as a consultative link between business partners and Nationwide Financial (NF).
  • Applies knowledge of industry trends, competitive intelligence, state legislation, market movements and investment changes/performance to advise and consult with business partners.
  • Evaluates and determines viability of business partners with respect to customer needs, business needs and products. Acts as a consultant to provide the most appropriate strategies/solutions to meet these needs.
  • Responds to requests from business partners and external sales within assigned territory, providing support materials such as illustrations, proposals and product/rider information.
  • Consults with the business partners to address concerns about not using a NF product and help them be more comfortable with NF’s solutions in the future.
  • Acts as a consultant by proactively providing financial expertise, recommendations and practice management advice to business partners within assigned territory.
  • Executes proactive contacts with business partners to support campaigns highlighting product features and benefits and advises business partners on pertinent sales ideas and solutions.
  • Partners with external sales force to consult with business partners to grow their business.
  • Advises on product and procedural modifications to meet the needs of the business partner or client.
  • Engages business partners to retain business. Works to understand reasons for asset flight and advises alternative solutions for retention.
  • Represents Internal Sales and Service (ISS) in meetings and initiatives such as advisory boards, relationship strategy partnerships and other committees.
  • Consults with functions across Nationwide such as Marketing, Business Performance Excellence and Product Development to build competitive products and services.
  • Travels and covers open external wholesaler territory, on a temporary basis and for conducting in person meetings and Broker dealer events.
  • Serves as a role model to and helps train newer regional internal associates.
  • Assists with team meetings.
  • May perform other responsibilities as assigned.

Benefits

  • Medical/dental/vision coverage
  • Life insurance
  • Short and long term disability coverage
  • Paid time off (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

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What This Job Offers

Job Type

Full-time

Career Level

Mid Level

Number of Employees

1,001-5,000 employees

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