Regional Wholesaler (RVP) - IMO Annuity

Nationwide Mutual Insurance•Columbus, OH

2d•Remote

About The Position

Our team works to elevate opportunities to expand the reach of our 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 sales goals, we want to hear from you! As an Annuity IMO Regional Wholesaler, you'll market annuity service products through various Independent Marketing Organizations (IMOs).

Requirements

Undergraduate studies in business, finance, communications or liberal arts preferred.
FINRA Series 6 or 7, Series 63, Series 65, 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.
If an associate fails to acquire required licenses/registrations within the designated time period, the associate will be ineligible to continue in the position.
Five years of internal or external wholesaling experience in financial service products through broker dealer firms.
Solid understanding of college-level mathematics, finance, statistics, economics, economics and investment management theories/practices.
Knowledge of financial service products, annuities, life insurance, contracts, securities trading and regulations and competitor products, policies, practices and procedures in customer service and investment products processing.
Very strong social skills.
Proven ability to communicate.
Ability to effectively present state continuing education courses to industry professionals.
Excellent time management and organizational skills.
Other criteria, including leadership skills, competencies and experiences may take precedence.
Staffing exceptions to the above must be approved by the hiring manager’s leader and Human Resources Business Partner.
Due to the fiduciary account abilities within this job, a valid credit and/or background check will be required as part of the selection process.

Nice To Haves

CLU, ChFC, FLMI, CFP, ASPPA designations preferred.

Responsibilities

Identifies, meets and connects with IMOs and financial professionals to promote Nationwide products and services.
Assists IMOs in identifying and marketing to financial professionals.
Consults with and educates IMOs on all aspects of annuity business.
Encourages repeat business with IMOs.
Coordinates with Nationwide's team of specialists regarding cross-selling opportunities, referrals and joint meetings.
Calls on IMOs within assigned territory to establish General Agency Agreements.
Markets products and provide training on products.
Provides field support and expertise to producers, including public seminars and client visitations.
Provides presence through exhibitor booths, seminars and presentations, top producers and other formal IMO gatherings.
Coordinates IMO input, suggestions and questions on financial service products.
Provides customer service support to IMOs within assigned territory by acting as communication link to the corporate office.
Provides sales management with weekly updates on activity.
Coordinates the licensing of IMOs and producers licensing with IMOs.
Manages territory to minimize disruption with other distribution systems.
Provides input on products and services that will serve client needs and produce sufficient volume and profits.
Manages territory activities to assure they are meeting overall company objectives.
Establishes follow-up system crafted to visit key IMO 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