Specialist, Regional Internal Consultant (Remote)

Nationwide•Grandview Heights, OH

7d•$56,000 - $104,500•Hybrid

About The Position

Nationwide Financial is hiring a Specialist, Regional Internal Consultant to serve as a trusted advisor and strategic partner to financial professionals, broker-dealers, and internal sales teams. The role supports growth, retention, and client success across an assigned territory by identifying business opportunities, providing tailored solutions, and positioning Nationwide Financial products and services to meet client needs. The Specialist builds, grows, and retains strategic relationships with financial professionals, administrators, plan sponsors, and participants through consultative advising in support of business-unit sales goals. The role works across multiple contact points in the sales process and collaborates with external sales and internal Nationwide teams. It also contributes to strategic projects, represents Internal Sales & Service in meetings and partnership initiatives, and mentors and trains newer associates. The position is intended to be hybrid within 35 miles of Columbus, Ohio, or Scottsdale, Arizona. Remote candidates with critical industry skills and relevant experience may occasionally be considered. The role may involve travel to cover an open external wholesaler territory, conduct in-person meetings, and attend broker-dealer events. It is exempt from overtime and is performed in a normal office environment. The role reports to a Manager and has no direct reports.

Requirements

Undergraduate degree in human ecology, business, finance, communications, marketing, or a related field.
Three years of experience in a sales-driven position.
FINRA SIE and Series 6 required at the time of application.
Series 63 required; the posting states it must be obtained within 120 days.
Demonstrated consultative selling and advising skills, relationship-building ability, customer focus, and strong communication skills, including listening, rapport building, writing, and presentations.
Ability to drive results, exercise independent judgment and decision-making, follow processes, manage time and organization, balance multiple priorities, maintain a positive outlook, and receive coaching.
Demonstrated ability to execute the Teach / Tailor / Take Control elements of the consultative sales process at an in-depth level.
Must obtain required federal and/or state licenses or registrations within the period designated by the business unit; additional licenses or registrations may be required as products and services are implemented.
The position does not qualify for employer-sponsored work authorization; Nationwide does not participate in the STEM OPT extension program.

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 industry practices.
Additional leadership skills, competencies, and experiences may be considered.

Responsibilities

Initiate daily contact with targeted business partners to build relationships, discover needs, and consult on appropriate products and services.
Develop strategic business partnerships to meet territory performance requirements and 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, and recommend appropriate strategies and solutions.
Respond to business partner and external sales requests with support materials such as illustrations, proposals, and product or rider information.
Address concerns about using Nationwide Financial products and help business partners become more comfortable with Nationwide solutions.
Proactively provide financial expertise, recommendations, and practice-management advice to business partners in the assigned territory.
Support product campaigns through proactive business-partner contacts and advise on relevant sales ideas and solutions.
Partner with external sales to help business partners grow their businesses and advise on product or procedural modifications.
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, including Marketing, Business Performance Excellence, and Product Development, to develop competitive products and services.
Travel to cover an open external wholesaler territory temporarily and to conduct in-person meetings and broker-dealer events.
Act 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, with newly hired associates receiving at least 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.