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Hybrid Wholesaler - Retirement Solutions (Private Sector Retirement

Company:
Nationwide
Location:
Columbus Metropolitan Area, OH
Posted:
April 16, 2024
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Description:

Are you passionate about being part of a team that delivers extraordinary care to help individuals and businesses prepare for and protect their retirement? If so, then Nationwide Financial could be the place for you! At Nationwide®, “on your side” goes beyond just words. Our customers are at the center of everything we do and we’re looking for associates who are passionate about delivering extraordinary care.

This position will cover the territory of Iowa and Nebraska for our Corporate/Private Sector Retirement Solutions team. The role can be located out of either our Columbus, OH or Scottsdale, AZ locations or somewhere in the vicinity of our clients in this Midwestern territory.

This is a G.99 band role.

#LI-COLE

Job Description SummaryDo you enjoy connecting with people to promote solutions that can improve the financial wellbeing of customers? 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 Hybrid Wholesaler, you'll be responsible for territory goals and meeting these goals through virtual and in-person interactions.

Job Description

Key Responsibilities:

Partner with Regional Vice President to out a Top 50/200 group of financial professionals within assigned territory to market/sell financial products.

Sets up a rotation of activity for the Top 50/200 producers to create sustainable long-term relationships.

Markets financial services products primarily through a combination of telephone calls, emails, mailings, social selling, virtual meetings and seminars, group meetings and on occasion, in person meetings with producers to help them grow their business and effectively meet their clients needs.

Provides marketing support for top producers through a budget- i.e. seminars, client dinners, trinkets, and promotional items.

Acts as point of contact to provide support to financial professionals within assigned territory by acting as the communication link with home office sales and operations.

Provides sales management with weekly updates on activity within the assigned territory.

Monitors territory activities to assure they are meeting the overall company objectives.

May perform other responsibilities as assigned.

Reporting Relationships: Reports to the Divisional Vice President and does not have direct reports.

Typical Skills and Experiences:

Education: Undergraduate studies in insurance, business, finance or related fields preferred.

License/Certification/Designation: Series 6 and Series 65 or Series 7, series 63 or 66, State Life, Health, and Variable Annuity license and other licenses/designations may be required. Advanced certification in CFP, CLU, ChFC, CFA, CMFC or other designations preferred.

Experience: 5 or more years’ experience preferred, within the financial services industry as external, hybrid or internal wholesaler.

Knowledge, Abilities and Skills: Financial service products, securities trading and regulation, customer service, competitor intelligence, policies, practices and procedures in customer service and investment product processing. Must have strong virtual and in person interpersonal, presentation and facilitation skills. Excellent verbal and written communication skills necessary for interacting with all levels of internal and external customers. Must have ability to develop and maintain strong working relationships with business partners. Ability to analyze financial service product contracts to determine the best methods of marketing to target markets. Ability to evaluate and recommend solutions to marketing strategy questions and product processing problems.

Other criteria, including leadership skills, competencies and experiences may take precedence.

Staffing exceptions to the above must be approved by the hiring manager’s leader and HR Business Partner.

Values: Regularly and consistently demonstrates Nationwide Values.

Job Conditions:

Overtime Eligibility: Not Eligible (Exempt)

Working Conditions: Remote work; travel up to 50% of the time.

ADA: The above statements cover what are generally believed to be principal and essential functions of this job. Specific circumstances may allow or require some people assigned to the job to perform a somewhat different combination of duties.

Credit/Background Check: Due to the fiduciary accountabilities within this job, a valid credit check and/or background check may be required as part of the selection process.

Benefits

We have an array of benefits to fit your needs, including: 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, and more. To learn more about the benefits we offer, click here.

Nationwide is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive culture where everyone feels challenged, appreciated, respected and engaged. Nationwide prohibits discrimination and harassment and affords equal employment opportunities to employees and applicants without regard to any characteristic (or classification) protected by applicable law.

Smoke-Free Iowa Statement: Nationwide Mutual Insurance Company, its affiliates and subsidiaries comply with the Iowa Smokefree Air Act. Smoking is prohibited in all enclosed areas on or around company premises as well as company issued vehicles. The company offers designated smoking areas in which smoking is permitted at each individual location. The Act prohibits retaliation for reporting complaints or violations. For more information on the Iowa Smokefree Air Act, individuals may contact the Smokefree Air Act Helpline at .

87369

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