Specialist, Regional Internal Consultant (Remote)

Nationwide Mutual Insurance•Scottsdale, OH

6d•Hybrid

About The Position

The Regional Internal Consultant serves as a trusted advisor and strategic partner to financial professionals, broker-dealers, and internal sales teams, supporting growth, retention, and client success across an assigned territory. The role combines consultative sales, financial services knowledge, and relationship management to identify business opportunities, provide tailored solutions, and position Nationwide Financial products and services to meet client needs. The consultant builds, grows, and retains strategic relationships with financial professionals, administrators, plan sponsors, and participants in support of business unit sales goals. The position supports territory initiatives, mentors newer associates, contributes to strategic projects, and represents Internal Sales & Service in meetings and partnership initiatives. It is intended to be hybrid within 35 miles of Columbus, Ohio, or Scottsdale, Arizona; qualified remote candidates may occasionally be considered. The role may involve travel to cover open external wholesaler territory, attend in-person meetings, and participate in broker-dealer events. The position reports to a Manager and has no direct reports. It is exempt from overtime eligibility. FINRA SIE and Series 6 are required at application, and Series 63 must be obtained within 120 days. An undergraduate degree in human ecology, business, finance, communications, marketing, or a related field is required. Nationwide does not provide employer-sponsored work authorization and does not participate in the STEM OPT extension program.

Requirements

Undergraduate degree in human ecology, business, finance, communications, marketing, or a related field.
FINRA Series 6 and Series 63 licenses required; the job description also requires FINRA SIE and Series 6 at the time of application and Series 63 within 120 days.
Three years of experience in a sales-driven position.
Ability to obtain required federal and/or state licenses or registrations within the timeframe designated by the business unit; additional licenses or registrations may be required as products and services are implemented.
Drive for results, independent judgment, and decision-making ability.
Relationship-building skills, both internally and externally, and a strong customer focus.
Consultative selling and advising skills, a positive outlook, and willingness to follow processes.
Good time management and organizational skills, receptiveness to coaching, and ability to balance multiple priorities.
Excellent communication skills, including professional presence, listening, rapport building, writing, and presentation abilities.
Demonstrated ability to execute the Teach / Tailor / Take Control elements of the consultative sales process at an in-depth level.
Demonstrated in-depth skills and competencies sufficient to serve as a role model for less experienced regional internal associates.

Nice To Haves

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

Responsibilities

Initiate daily contacts with targeted business partners to build relationships, identify needs, and advise on applicable products and services.
Develop and grow strategic business partnerships to meet territory performance requirements.
Serve as a consultative link between business partners and Nationwide Financial.
Use knowledge of industry trends, competitive intelligence, state legislation, market movements, and investment changes or performance to advise business partners.
Evaluate the viability of business partners in relation to customer needs, business needs, and available products; recommend appropriate strategies and solutions.
Respond to requests from business partners and external sales within the assigned territory, providing materials such as illustrations, proposals, and product or rider information.
Address business partners’ concerns about using Nationwide Financial products and help build comfort with its solutions.
Proactively provide financial expertise, recommendations, and practice management advice to business partners in the assigned territory.
Support sales campaigns by contacting business partners and advising them on product features, benefits, sales ideas, and solutions.
Partner with the external sales force to help business partners grow their businesses.
Advise on product and procedural modifications to meet business partner or client needs.
Engage business partners to retain business, understand reasons for asset flight, and advise on alternative retention solutions.
Represent Internal Sales & Service in meetings and initiatives, including advisory boards, relationship strategy partnerships, and committees.
Consult with Nationwide functions such as Marketing, Business Performance Excellence, and Product Development to help develop competitive products and services.
Travel to cover open external wholesaler territory temporarily and conduct in-person meetings and broker-dealer events.
Serve as a role model for and help train newer regional internal associates.
Assist with team meetings.
Perform other responsibilities as assigned.

Benefits

Medical, dental, and vision coverage.
Life insurance.
Short- and long-term disability coverage.
Paid time off; newly hired associates receive 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.