Sr Analyst, Regional Internal Consultant (Remote)

Nationwide Mutual Insurance•Scottsdale, OH
•Hybrid

About The Position

The Senior Analyst, Regional Internal Consultant serves as a trusted advisor and strategic partner to financial professionals, broker-dealers, administrators, plan sponsors, participants, and internal sales teams across an assigned territory. The role builds and retains strategic relationships through consulting and advising, identifies business opportunities, supports growth and retention, and positions Nationwide Financial products and services to address client needs. It partners with external sales and other contacts across the sales process to help financial professionals grow their businesses and meet territory sales goals. The role also supports territory initiatives, provides mentorship to newer associates, contributes to strategic projects, and represents Internal Sales & Service in meetings, advisory councils, and partnership initiatives. FINRA SIE and Series 6 are required at application; Series 63 must be obtained within 120 days. The position is intended to be hybrid within 35 miles of Columbus, Ohio, or Scottsdale, Arizona, though remote applicants with critical industry skills and relevant experience may occasionally be considered. It does not qualify for employer-sponsored work authorization, and Nationwide does not participate in the STEM OPT extension program.

Requirements

  • At least one year of experience in a sales-driven position.
  • FINRA Series 6 and Series 63 licenses are required; FINRA SIE and Series 6 are required at application, and Series 63 must be obtained within 120 days. Required licenses or registrations must be obtained within the business unit's designated time period.
  • Ability to drive results and exercise independent judgment and decision-making.
  • Relationship-building skills, internally and externally, and consultative selling and advising skills.
  • Strong customer focus and ability to balance multiple priorities.
  • Good time management and organizational skills; ability and willingness to follow processes and receptiveness to coaching.
  • Excellent communication skills, including professional presence, listening, rapport building, writing, and presentation abilities.
  • Ability to demonstrate fundamental knowledge and execution of the Teach / Tailor / Take Control elements of the consultative sales process.

Nice To Haves

  • Undergraduate degree in human ecology, business, finance, communications, marketing, or a related field.
  • Experience in a sales or service call center environment.
  • Financial services background.
  • Fundamental knowledge of insurance and financial products, consultative sales processes, and the industry.

Responsibilities

  • Initiate daily contacts with targeted business partners to build relationships, discover needs, and consult on applicable products and services.
  • Develop and grow strategic partnerships and relationships to meet territory management performance requirements.
  • Determine the viability of business partners based on customer needs, business needs, and available products.
  • Respond to business partner and external sales requests within the assigned territory with support materials, including illustrations, proposals, and product or rider information.
  • Address questions and concerns about support materials.
  • Assist with case design, business consultations, product updates, training, product rollouts, and point-of-sale consulting.
  • Support campaigns highlighting product features and benefits, and advise business partners on sales ideas and solutions, including product opportunities and cross-selling.
  • Partner with the external sales force to consult with business partners and grow their businesses.
  • Advise on product and procedural modifications to meet business partner or client needs.
  • Engage business partners to retain their business with Nationwide, understand reasons for asset flight, and advise on alternative retention solutions.
  • Serve as a mentor for newer associates, contribute to strategic projects, and represent Internal Sales & Service in key meetings, advisory councils, and partnership initiatives.
  • 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.
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