Territory Consultant - Brokerage Annuity Distribution
About The Position
Are you interested in developing sales skills and being introduced to the Financial Services industry? Do you enjoy consultative product positioning where your solutions can improve the financial wellbeing of clients? If you can form lasting relationships, solve challenges with outstanding service and develop and share expertise about financial products and services, we want to know more about you! As a Territory Consultant, you'll complete a 3 month paid in house training program and learn how to be an effective sales associate. Once fully licensed you will begin to introduce financial professionals to Nationwide and our product offerings. You’ll have the opportunity to develop your career and partner with experienced wholesalers to support the business unit sales goals as a registered broker dealer rep.
Requirements
- Successful completion of in-house training program, FINRA SIE, Series 6, Series 63 and State Life/Annuity Insurance Agent licenses 120 days post-hire is required.
- Undergraduate degree in finance, sales, business, marketing or related fields preferred.
- Relevant industry or sales experience preferred.
- Proven knowledge of insurance products and the sales process preferred.
- Motivated self-starter with a drive for results, proven independent judgment and decision-making.
- Ability for relationship building, 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, ability to balance multiple priorities and have sophisticated communication skills including professional presence, listening, rapport building, writing skills and presentation abilities.
Nice To Haves
- Nationwide Annuity Knowledge Preferred
- FINRA Licensing Preferred
Responsibilities
- Proactively builds relationships with prospective financial professionals by introducing Nationwide Annuities to qualified, warm leads.
- Partners with financial professionals to understand their business needs and consult on how Nationwide solutions may fit their portfolios.
- Identifies distribution opportunities and creates successful transitions in partnership with their hybrid wholesaler.
- Performs analysis by creating hypotheticals and other support materials requested by financial professionals, including annuity comparison analysis, portfolio mapping, fund analysis and Morningstar reports.
- Partners with hybrid wholesalers to maintain territory pipelines and other sales management reports.
- Develops professionally through sales training, coaching sessions and mentorship with Senior Territory Consultants and Hybrid Wholesalers.
- Achieves scorecard requirements such as activity and quality metrics, product knowledge, development of territory, teamwork and professional development.
- Provides territory coverage in the absence of a Hybrid Wholesaler.
- 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
Entry Level
Education Level
Associate degree
