Regional Wholesaler (RVP) - LTC and CareMatters

Nationwide•San Antonio, TX

10h•$75,000 - $80,168

About The Position

The Regional Wholesaler supports Nationwide’s Long Term Care and CareMatters products in Texas and a number of other states. The role serves brokerage general agencies, producer groups, and financial professionals through a consultative sales approach, positioning products and solutions to help partners meet their clients’ needs. The territory requires approximately 75% travel. Candidates must live near a major metropolitan airport in Texas; the Dallas-Fort Worth metroplex is preferred. Associates must also have an area at home where they can perform office duties. The wholesaler builds and sustains distribution-partner relationships, develops territory sales activity to meet production goals, manages pending opportunities and applications, and provides product and sales training. The position is exempt and not eligible for overtime.

Requirements

One to three years of internal wholesaling experience with financial services products.
FINRA Series 6 or 7, Series 63, and State Life/Annuity Insurance Agent licenses are required; required licenses must be acquired within the timeframe designated by the business unit.
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, and competitor products and practices.
Sophisticated interpersonal and written communication skills to communicate with and influence company officers, brokers, home offices, and outside business partners.
Excellent group-presentation skills for audiences of up to 200 people, including company owners, officers, principals, executive boards, and financial intermediaries.
Ability to teach state continuing-education courses to industry professionals.
Basic Microsoft Office skills, including Word, PowerPoint, and Excel, as well as Lotus Notes and Salesforce CRM.
Excellent time-management and organizational skills to lead statewide sales activities and manage multiple sales and distribution relationships.
Must live in the assigned geographic territory, be able to travel regularly, and have an area at home suitable for office duties.
Must live near a major metropolitan airport in Texas.

Nice To Haves

Undergraduate studies in business, finance, communications, or liberal arts.
CLU, ChFC, FLMI, CFP, ASPPA, or CLTC designation.
Living in the Dallas-Fort Worth metroplex.

Responsibilities

Support key distribution partners in the assigned geographic territory through face-to-face meetings, webinars, virtual meetings, and social media posts.
Use a consultative approach to help distribution partners identify customer needs and recommend products; analyze financial services products to determine suitable solutions for advisors’ businesses and clients.
Regularly assess key partners to understand their business needs and expectations.
Advocate for distribution partners within Nationwide and evaluate or recommend solutions to their marketing-strategy and product questions.
Use a business-plan approach to organize sales activity and partner touchpoints, acquire and sustain business relationships, and achieve or exceed territory production goals for life insurance products.
Analyze and manipulate data from multiple resources and use tools for focused, multichannel outreach, including in-person meetings, social media, digital marketing, calls, emails, 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 ensure they meet 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.