Territory Consultant - Advisory Annuity Distribution (HYBRID)
About The Position
The Territory Consultant develops sales skills through a three-month paid, in-house training program and learns to work as an effective sales associate. After becoming fully licensed, the consultant introduces financial professionals to Nationwide and its annuity products as a registered broker-dealer representative. The role develops the consultant’s career while partnering with experienced hybrid wholesalers to support business-unit sales goals. This is a hybrid role based in Scottsdale, Arizona, or Columbus, Ohio, with three days in the office and two days working remotely. The role involves normal office conditions and minimal travel. It is overtime-eligible and non-exempt. External candidates are eligible for a $2,000 sign-on bonus.
Requirements
- Complete the in-house training program and obtain FINRA SIE, Series 6, Series 63, and State Life/Annuity Insurance Agent licenses within 120 days after hire.
- Demonstrate independent judgment and decision-making, motivation, and drive for results.
- Have relationship-building, consultative selling and advising, time-management, organization, customer-focus, and communication skills, including listening, rapport building, writing, and presentation abilities.
- Be willing to follow processes, receptive to coaching, and able to balance multiple priorities.
Nice To Haves
- Undergraduate degree in finance, sales, business, marketing, or a related field.
- Relevant industry or sales experience.
- Knowledge of insurance products and the sales process.
- Nationwide annuity knowledge.
- FINRA licensing.
Responsibilities
- Build relationships with prospective financial professionals by introducing Nationwide Annuities to qualified warm leads.
- Understand financial professionals’ business needs and consult on how Nationwide solutions may fit their portfolios.
- Identify distribution opportunities and coordinate successful transitions with the hybrid wholesaler.
- Prepare requested support materials and analyses, including hypotheticals, annuity comparisons, portfolio mapping, fund analysis, and Morningstar reports.
- Work with hybrid wholesalers to maintain territory pipelines and sales-management reports.
- Develop professionally through sales training, coaching, and mentorship from Senior Territory Consultants and Hybrid Wholesalers.
- Meet scorecard requirements for activity and quality metrics, product knowledge, territory development, teamwork, and professional development.
- Provide territory coverage when a Hybrid Wholesaler is absent.
- Perform other responsibilities as assigned.
Benefits
- Medical, dental, and vision coverage.
- Life insurance.
- Short- and long-term disability coverage.
- Paid time off, with newly hired associates receiving at least 18 days per full calendar year, prorated quarterly based on hire date.
- Nine paid holidays.
- Eight hours of Lifetime paid time off.
- Eight hours of Unity Day paid time off.
- 401(k) with company match.
- Company-paid pension plan.
- Business-casual attire.
- $2,000 sign-on bonus for eligible external candidates.
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
No Education Listed
