Sr Analyst, Regional Internal Consultant - Annuity

Nationwide Mutual Insurance • Scottsdale, OH

1d • Hybrid

About The Position

This position requires FINRA SIE and Series 6 license at the time of application and Series 63 within 120 days of start date. This position will be hired on a hybrid, SuccessFlex basis. The hired associate must reside within 35 miles of the following location(s): Ohio: 1000 Yard St, Grandview Heights, OH, 43212 Arizona: 18700 N Hayden Rd, Scottsdale, AZ, 85255 Work schedule: 2-3 days in office, 2-3 days remote (depending on location) It is our intention to fill this role in Columbus, OH or Scottsdale, AZ. However, on occasion, applications who bring critical industry skills and relevant experience may be considered. This role does not qualify for employer sponsored work authorization. Nationwide does not participate in the STEM OPT extension program. Acquires, grows, and retains strategic relationships with investment professionals (IPs), administrators, and/or plan sponsors and participants (clients) through advising and consulting, in support of business unit sales goals. Works effectively with multiple contact points across the Sales Process (including Investment Professionals, External Wholesalers, Program Directors, Retirement Specialists, Operations, Licensing, Advanced Sales, Circle of Excellence, Strategic Relationships, Marketing, and Product Development).

Requirements

• FINRA SIE and Series 6 license at the time of application and Series 63 within 120 days of start date.
• Undergraduate degree in Human Ecology, Business, Finance, Communications, Marketing or related field preferred.
• FINRA Series 6 required. Series 7 or 62 may be required.
• Associates must obtain the required Federal and/or state licenses/registrations within the time period designated by the business unit.
• Minimum of one to two years of experience in a sales driven position.
• Fundamental knowledge of insurance and financial products and the associated consultative sales processes and industry knowledge preferred.
• Demonstrates a fundamental knowledge and execution of the Teach / Tailor / Take Control elements of our consistent consultative sales process.
• 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.

Nice To Haves

• Experience in a sales or service call center environment preferred, as well as financial services background.

Responsibilities

• Proactively initiates daily contacts to targeted business partners to build relationships, discover appropriate needs in which products and services apply, and to consult and advise based on their clients needs.
• Builds and grows strategic business partnerships and relationships with business partners to meet territory(s) management performance requirements.
• Profiles and determines viability of business partners in regards to customer needs, business needs, and products.
• Appropriately responds to requests from business partners and external sales within assigned territory, regarding support materials such as illustrations, proposals, and product/rider information.
• Assists with case design, business consultations, product updates, training, product rollouts and point of sale consulting.
• Executes pro-active contacts to business partners in support of campaigns to highlight product features and benefits, and to advise business partners on pertinent sales ideas and solutions (i.e. new/old products, cross-selling opportunities, etc.).
• Partners with external sales force to consult with business partners in order to grow their business, (via conference calls, e-seminars, branch trainings and one-on-one meetings.)
• Engages business partners to retain their business with Nationwide.
• Begin to learn the resources necessary for appropriate business partner relationship management, as well as territory management.
• Satisfactorily achieves scorecard requirements (e.g., including contact minimums, call quality requirements, accurate and timely recordkeeping, business planning, sales process execution and territory management), Sales Outcomes, and Living the Nationwide Values.
• Performs other duties 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

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: Associate degree