Regional Wholesaler (RVP) - Annuity Brokerage
About The Position
This Regional Wholesaler (RVP) role will cover the territory to include Pittsburgh, Erie, and surrounding areas for Nationwide Financial's Annuity Brokerage team. The role involves marketing annuity service products through various financial institutions, connecting with financial advisors to promote annuity products and services, assisting them in marketing to prospects, and educating them on the annuity business. The RVP will also encourage repeat business, acquire referrals, coordinate with Nationwide's specialists for cross-selling opportunities, and conduct training sessions at local financial institution offices. Field support and expertise will be provided to producers, including public seminars and client visitations. The role requires participation in exhibitions, seminars, and presentations, acting as a liaison with corporate headquarters, and providing sales management with weekly updates on territory activity. Additionally, the RVP will coordinate the licensing of producers, manage the territory to align with other distribution systems, provide input on products and services, monitor territory activities to meet company objectives, and regularly visit key producer offices. This is an H.99 band role.
Requirements
- Undergraduate studies in business, finance, communications or liberal arts preferred.
- FINRA Series 6 or 7, Series 63, State Life/Annuity Insurance Agent licenses required.
- Associates must acquire the required Federal and/or state licenses/registrations within the time period designated by the business unit.
- Additional licenses/registrations may be required when new products and services are implemented.
- Five years internal or external wholesaling experience of financial service products through broker dealer firms.
- College-level mathematics, finance, statistics, economics, economics and investment management theories/practices.
- Very strong interpersonal and written skills to effectively interact directly with company officers, top brokers, home office and outside business partners.
- Excellent group presentation skills for audiences of company owners, officers, principals, executive boards and financial intermediaries up to 200 people.
- Ability to effectively teach state continuing education courses to industry professionals.
- Basic Microsoft office usage skills including Word, PowerPoint, Excel, Seibel CRM.
- Excellent time management and organizational skills required to manage statewide sales activities and multiple sales/distribution relationships (independent administrators and financial intermediaries).
- Regularly and consistently demonstrates the Nationwide Values.
Nice To Haves
- CLU, ChFC, FLMI, CFP, ASPPA designations preferred.
Responsibilities
- Identifies and connects with financial advisors to promote annuity products and services.
- Assists financial advisors in identifying and marketing to prospects and educates them on all aspects of the annuity business.
- Encourages repeat business with financial advisors and acquires referrals to other financial advisors.
- Coordinates with Nationwide's team of specialists regarding cross-selling opportunities, referrals and joint meetings.
- Conducts training at local financial institution offices to market products through seminars, meetings and one-on-one sessions on products within assigned territory.
- Provides field support and expertise to producers, including public seminars and client visitations.
- Participates in exhibitions, seminars and presentations, meetings with top producers and other formal financial institution gatherings.
- Coordinates local financial institutions input, suggestions and questions on products.
- Acts as a liaison with the corporate headquarters.
- Provides sales management with weekly updates on territory activity.
- Coordinates the licensing of producers within assigned territory.
- Manages territory to coordinate with other distribution systems.
- Provides input on products and services that will serve customer needs and produce sufficient volume and profits.
- Monitors territory activities to assure company objectives are met.
- Visits key producer offices on a regular basis.
- 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
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
Associate degree
