Specialist, Regional Internal Consultant - Annuity

Nationwide Mutual Insurance•Scottsdale, OH

1d•Hybrid

About The Position

This position is within the Annuity - Traditional Brokerage team at Nationwide Financial, a Fortune 100 company. The role involves working with Financial Professionals to provide Nationwide products, building and retaining strategic relationships with financial professionals, administrators, and/or plan sponsors and participants. The Specialist will act as a consultative link between business partners and Nationwide Financial, advising on industry trends, competitive intelligence, and investment performance. The role requires proactive engagement with business partners to support sales goals, address concerns, and provide financial expertise and practice management advice. The Specialist will also partner with the external sales force, represent Internal Sales and Service (ISS) in meetings, and potentially travel to cover open external wholesaler territories. Additionally, the role involves serving as a role model and assisting in training newer associates.

Requirements

Undergraduate degree in human ecology, business, finance, communications, marketing or related field required.
FINRA Series 6 and Series 63 licenses required.
Associate must obtain 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 or is unable to obtain required licenses/registrations within the time period designated by the business unit, the associate will be ineligible to continue in the position.
Three years of experience in a sales-driven position.
Experience in a sales or service call center environment preferred, as well as financial services background.
In-depth knowledge of insurance and financial products and the associated consultative sales processes and industry knowledge preferred.
Knowledge should be demonstrated and executed at an in-depth level that serves as a role model for lesser experienced regional internal associates.
Demonstrates in-depth knowledge and execution of the Teach / Tailor / Take Control elements of our consistent consultative sales process.
Demonstrates the ability to execute these responsibilities at an in-depth level that serves as a role model for lesser experienced regional internal associates.
Must have a drive for results, demonstrate independent judgment and decision-making, ability for relationship building (both internally and externally), positive outlook, consultative selling/advising skills, ability and willingness to follow processes, good time management/organization skills, be receptive to coaching, have a strong customer focus orientation, ability to balance multiple priorities and have excellent communication skills including professional presence, listening, rapport building, writing skills and presentation abilities.
Skills and competencies should be demonstrated and executed at an in-depth level that serves as a role model for lesser experienced Regional Internal associates.
Regularly and consistently demonstrates the Nationwide Values.

Nice To Haves

Experience in a sales or service call center environment preferred.
Financial services background preferred.
In-depth knowledge of insurance and financial products and the associated consultative sales processes and industry knowledge preferred.

Responsibilities

Initiates daily contacts to targeted business partners to build relationships, discover appropriate needs where products and services apply and consults and advises based on clients’ needs.
Develops and grows strategic business partnerships and relationships with business partners to meet territory management performance requirements.
Acts as a consultative link between business partners and Nationwide Financial (NF).
Applies knowledge of industry trends, competitive intelligence, state legislation, market movements and investment changes/performance to advise and consult with business partners.
Evaluates and determines viability of business partners with respect to customer needs, business needs and products.
Acts as a consultant to provide the most appropriate strategies/solutions to meet these needs.
Responds to requests from business partners and external sales within assigned territory, providing support materials such as illustrations, proposals and product/rider information.
Consults with the business partners to address concerns about not using a NF product and help them be more comfortable with NF’s solutions in the future.
Acts as a consultant by proactively providing financial expertise, recommendations and practice management advice to business partners within assigned territory.
Executes proactive contacts with business partners to support campaigns highlighting product features and benefits and advises business partners on pertinent sales ideas and solutions.
Partners with external sales force to consult with business partners to grow their business.
Advises on product and procedural modifications to meet the needs of the business partner or client.
Engages business partners to retain business.
Works to understand reasons for asset flight and advises alternative solutions for retention.
Represents Internal Sales and Service (ISS) in meetings and initiatives such as advisory boards, relationship strategy partnerships and other committees.
Consults with functions across Nationwide such as Marketing, Business Performance Excellence and Product Development to build competitive products and services.
Travels and covers open external wholesaler territory, on a temporary basis and for conducting in person meetings and Broker dealer events.
Serves as a role model to and helps train newer regional internal associates.
Assists with team meetings.
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