Regional Wholesaler (RVP) - Life (WFG)

Nationwide•Washington, DC

5d•$75,000 - $80,168

About The Position

The Regional Wholesaler (RVP) – Life markets Nationwide life insurance products and solutions to World Financial Group clients across Washington, Oregon, Idaho, Utah, and Colorado. The role uses a consultative sales approach to highlight Nationwide’s life insurance products and services, build lasting relationships with distribution partners, and help them identify customer needs and recommend appropriate products. The candidate is strongly preferred to live in the greater Seattle metropolitan area. The position supports key distribution partners through in-person and virtual meetings, webinars, social media, and other sales touchpoints. It develops and maintains territory relationships and sales activity, manages pending opportunities and applications, provides training and product expertise, and shares partner feedback and territory updates with Nationwide sales management. The role reports to a Sales Manager and works from a home sales office in the assigned territory, with frequent field travel and possible overnight travel.

Requirements

One to three years of internal wholesaling experience.
One to three years of external wholesaling experience with financial services products.
Required FINRA Series 6 or 7 license, Series 63 license, and state Life/Annuity Insurance Agent licenses.
Acquire 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.
Knowledge of college-level mathematics, finance, statistics, economics, and investment management theories and practices.
Knowledge of financial services products, life insurance, long-term care insurance, contracts, securities trading and regulation, competitor products, and customer service and investment product processing practices and procedures.
Sophisticated interpersonal and written communication skills to communicate with and influence company officers, top brokers, home office staff, and outside business partners.
Excellent group presentation skills for audiences of company owners, officers, principals, executive boards, and financial intermediaries, including groups of up to 200 people.
Ability to teach state continuing education courses to industry professionals.
Basic Microsoft Office skills, including Word, PowerPoint, Excel, Lotus Notes, and Salesforce CRM.
Excellent time-management and organizational skills to lead statewide sales activities and manage multiple sales and distribution relationships.
Valid driver’s license and satisfactory driving record in accordance with Nationwide standards.
Ability to live in the assigned geographical territory.

Nice To Haves

Undergraduate studies in business, finance, communications, or liberal arts.
CLU, ChFC, FLMI, CFP, ASPPA, or CLTC designation.

Responsibilities

Manage key distribution partner relationships across the assigned geographic territory.
Provide support and expertise to distribution partners through face-to-face meetings, webinars, virtual meetings, and social media posts.
Use a consultative approach to help partners identify customer needs and recommend products; analyze financial services products to determine suitable solutions for advisors, their businesses, and their clients.
Assess key partners regularly to understand their business needs and expectations.
Advocate for distribution partners within Nationwide and evaluate and recommend solutions to marketing strategy and product questions.
Use a business-plan approach to organize sales activities and touchpoints that acquire, grow, and sustain partner relationships while achieving or exceeding territory life insurance production goals.
Analyze and manipulate data from multiple resources and use tools to conduct focused, multi-touchpoint sales activity across in-person meetings, social media, digital marketing, telephone, email, virtual meetings, and webinars.
Actively manage pending opportunities, trials, and formal applications in the assigned territory.
Conduct training on products, life insurance sales concepts, illustration software, underwriting, practice management, licensing, procedures, processes, and Nationwide services.
Provide sales management with weekly activity updates.
Provide input on products, solutions, and services to meet distribution partner and customer needs.
Complete and document territory activities to support company objectives.
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 a minimum of 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.