BGA/Brokerage Life Sales - Sr Analyst, Regional Internal

NationwideGrandview Heights, OH
Hybrid

About The Position

This role is within the BGA/Brokerage Life Sales team at Nationwide Financial, a Fortune 100 company. The Senior Analyst will work with Financial Professionals to provide the right Nationwide products to clients. The position focuses on building and retaining strategic relationships with financial professionals, administrators, and/or plan sponsors and participants through advising and consulting to drive sales goals. The role involves partnering with multiple contact points across the sales process and requires a passion for connecting with people and accelerating personal and professional growth.

Requirements

  • FINRA SIE, Series 6, and Series 63 licenses/designations are required for this position.
  • Selected candidate must obtain all licenses within 120 days of start date if not already held.
  • Must reside within 35 miles of the following location(s): Ohio: 1000 Yard St, Grandview Heights, OH, 43212 or Arizona: 18700 N Hayden Rd, Scottsdale, AZ, 85255.
  • Minimum of one year 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

  • Undergraduate degree in human ecology, business, finance, communications, marketing or related field preferred.
  • Experience in a sales or service call center environment preferred.
  • Financial services background 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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