Regional Wholesaler (RVP) - Life Brokerage

Nationwide • Tupelo Creek, SC

2d • $75,000 - $80,168 • Remote

About The Position

This role will cover the state of Texas for Nationwide's Life Brokerage team. The position requires living in the state and near a major metropolitan airport. As a Life Wholesaler, you will market life insurance products and solutions through brokerage general agencies, producer groups, broker dealers, independent marketing organizations, and with financial professionals. Your role is to highlight Nationwide’s life insurance products and services using a consultative sales approach, connecting with people to promote solutions that can improve the financial well-being of customers. You will form lasting relationships, solve challenges with outstanding service, and develop and share expertise about financial products and services.

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.
• Between one and three years of internal wholesaling experience, as well as one to three years of external wholesaling experience of financial service products.
• College-level mathematics, finance, statistics, economics, economics and investment management theories/practices.
• Knowledge of financial service products, life insurance, long term care insurance, contracts, securities trading and regulation, and competitor products, policies, practices and procedures in customer service and investment product processing.
• Sophisticated interpersonal and written skills to effectively communicate and influence 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 of up to 200 people.
• Ability to effectively teach state continuing education courses to industry professionals.
• Basic Microsoft office usage skills including a solid understanding of Word, PowerPoint, Excel, Lotus Notes, Salesforce CRM.
• Excellent time management and organizational skills required to lead statewide sales activities and multiple sales/distribution relationships.
• Must have a valid driver’s license with satisfactory driving record in accordance with Nationwide standards.
• A valid credit check and/or background check will be required as part of the selection process.

Nice To Haves

• CLU, ChFC, FLMI, CFP, ASPPA, CLTC designations preferred.
• Additional licenses/registrations may be required when new products and services are implemented.

Responsibilities

• Manages key distribution partner relationships across assigned geographic territory.
• Provides support and expertise to key distribution partners within assigned, geographic territory including face-to-face meetings, webinars, virtual meetings, and social media posts.
• Utilizes a consultative approach to help key distribution partners identify customer needs and lead to a product recommendation. Consults with advisors by analyzing financial services products to determine the best solutions for their business and clients.
• Regularly assesses key partners in order to understand the needs and expectations of their business.
• Advocates on behalf of key distribution partners to ensure their needs, goals, opportunities, and concerns are understood within Nationwide. Evaluates and recommends solutions to marketing strategy and product questions.
• Employs a business-plan approach to establish a rotation of sales activity and touch-points for the targeted group of distribution partners to acquire, grow and sustain the viability of those business relationships while achieving or exceeding territory production goals for life insurance products.
• Ability to analyze and manipulate data from many resources, and use tools for a focused, multiple touch-point process, which will include a combination of face-to-face meetings, social media, digital marketing, telephone calls, emails, virtual meetings, webinars, etc.
• Actively manages pending opportunities, trials and formal applications within assigned territory.
• Conducts training on product, life insurance sales concepts, illustration software, underwriting, practice management topics, licensing, procedures, processes and services provided by Nationwide.
• Provides sales management with weekly updates on activity.
• Provides input on products, solutions and services to serve distribution partner and customer needs.
• Completes and documents territory activities to assure they are meeting overall company objectives.
• 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

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: Associate degree