Sr. Account Manager, BD Expansion (Annuities)
About The Position
Are you passionate about being part of a team at a Fortune 100 company with nearly $70 billion in annual sales that delivers extraordinary care to help individuals and businesses prepare for and protect their future? If so, then Nationwide Financial could be the place for you! At Nationwide®, “on your side” goes beyond just words. Our customers and partners are at the center of everything we do and we’re looking for associates who are passionate about delivering extraordinary care. The travel requirements for this role are between 30-40% that includes conferences, home office visits, and meeting with COIs to gather leads for wholesalers, align on business strategy, and ensure we are focused on the right solutions for our partners. This is a fully remote position that reports to Sales Director, Sarah Bauder, with our Annuity Specialized Distribution team. This is an H.SD120 band role. #LI-COLE Our team works to elevate opportunities to expand the reach of our annuity distribution. We’re as much about creating and designing the strategic path forward, using all of the tools and resources we have, as we are about building and growing profitable, sustainable relationships. If you are creative, accountable and motivated to meet and exceed sales goals, we want to hear from you! As a Senior Consultant, you'll be a subject matter expert for identifying and growing Annuity Distribution opportunity. We'll count on you to plan and implement sales development programs that directly support sales, profit, and/or market share growth efforts across multiple channels.
Requirements
- Undergraduate degree in business administration or related field preferred.
- FINRA Series 6/7, Series 63/66, life and health insurance required.
- Nine years of sales or business development experience, preferably in the insurance or financial services industry.
- Solid understanding of sales and business development practices.
- Knowledge of insurance and/or financial services products.
- Strong ability to communicate.
- Strong ability to understand and analyze business information needs, analyze data requests, and form relationships.
- Expert presentation and leadership skills.
- Comfort in the presence of executive leadership.
- Competencies include customer focus, interpersonal savvy, relationship building, drive for results, optimism, dealing with ambiguity, listening, patience, problem solving, directing others and sales.
Nice To Haves
- Advanced designation (CFP, CLU, ChFC) preferred.
Responsibilities
- Identifies potential new firms for Annuity and defines the distribution opportunity.
- Forecasts and develops business cases for pursuit of new sales expansion or coverage improvement opportunities.
- Presents business cases to distribution management team.
- Maintains relationships with key decision makers at these firms.
- Responsible for all communications, issue resolution, and compliance with contractual agreements within assigned target market.
- Identifies and implements critical expansion opportunities.
- Builds and maintains business relationships with key groups and individuals in the target market for the purpose of sales expansion.
- Develops and implements cross-functional and/or cross-business unit strategic sales initiatives and expansion strategies, as well as large sales development programs in support of productivity goals.
- Partners to assess, evaluate and establish sales expansion opportunities.
- Works with Marketing to develop promotional materials.
- Develops and delivers large scale business development presentations to leadership.
- Partners with appropriate sales teams across Annuity to determine where opportunities exist.
- Uses subject matter expertise to lead business development planning and strategy projects.
- Presents and uses market conduct and return on investment reports to influence strategic decisions.
- 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
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
