BGA/Brokerage Life Sales - Sr Analyst, Regional Internal

Nationwide Mutual InsuranceScottsdale, OH
Hybrid

About The Position

This role is within the BGA/Brokerage Life Sales team at Nationwide Financial, a Fortune 100 company. The Internal Sales & Service (ISS) team works with Financial Professionals to provide Nationwide products. As a Senior Analyst, you will build and retain strategic relationships with financial professionals, administrators, and/or plan sponsors and participants (clients) by advising and consulting to drive business unit sales goals. You will have opportunities to partner with multiple contact points across the sales process.

Requirements

  • 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.
  • Minimum of one year of experience in a sales-driven position.
  • 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

  • Undergraduate degree in human ecology, business, finance, communications, marketing or related field preferred.
  • Experience in a sales or service call center environment preferred, as well as financial services background.
  • Fundamental 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 needs where products and services apply and to consult and advise based on their clients’ needs.
  • Develops and grows strategic partnerships and relationships with business partners to meet territory management performance requirements.
  • Determines viability of business partners based on customer needs, business needs and products.
  • Responds to requests from business partners and external sales within assigned territory, providing support materials such as illustrations, proposals and product/rider information.
  • Addresses any questions or concerns the business partner may have regarding support materials.
  • Assists with case design, business consultations, product updates, training, product rollouts and point-of-sale consulting.
  • Contacts business partners to support of campaigns highlighting product features and benefits and advises 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 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 their business with Nationwide.
  • Works to understand reasons for asset flight and advises alternative solutions for retention.
  • 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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