Sr Analyst, Regional Internal Consultant - Annuity

Job Summary

Nationwide Financial is seeking a dedicated associate to build and maintain relationships with investment professionals and plan sponsors, ensuring exceptional client service and meeting sales goals within a hybrid Success Flex arrangement.

Reports to Manager. No direct reports.

• Proactively contact targeted business partners daily to build relationships, understand needs and advise on suitable products and services.
• Build and grow strategic partnerships to meet territory performance requirements.
• Profile and assess viability of business partners regarding customer and business needs.
• Respond to partner requests and provide support materials such as illustrations, proposals, and product/rider information.
• Assist with case design, business consultations, product updates, training, rollouts, and point‑of‑sale consulting.
• Execute proactive contacts in support of campaigns highlighting product features and benefits, and advise on sales ideas and solutions.
• Collaborate with external sales force to consult with partners via calls, e‑seminars, branch trainings, and one‑on‑one meetings.
• Engage partners to retain business with Nationwide, addressing asset flight reasons and providing retention solutions.
• Learn resources for partner relationship and territory management.
• Achieve scorecard requirements (contact minimums, call quality, record‑keeping, planning, sales execution, and territory management) and Living the Nationwide Values.
• Perform other duties as assigned.

• Education:
  
  Undergraduate degree in Human Ecology, Business, Finance, Communications, Marketing or related field preferred.
• License: FINRA Series 6 required at all times;
  Series 7 or 62 may be required. Must obtain required federal and state licences within the specified timeframe.
• Experience:
  
  1–2 years in a sales‑driven position, preferably in a sales or service call center and financial services background.
• Knowledge:
  Fundamental knowledge of insurance and financial products and consultative sales processes.
• Skills &
  
  Competencies:
  
  Results‑oriented drive, independent judgment, relationship building (internal and external), positive outlook, consultative selling, process adherence, time management, coaching receptiveness, customer focus, prioritisation, communication, professional presence, writing and presentation skills.
• Values:
  Consistently demonstrates Nationwide Values and Guiding Behaviours.

Location:

Hybrid Success Flex. Must reside within 35 miles of Grandview Heights, OH or Scottsdale, AZ.

Schedule:

2‑3 days in office, 2‑3 days remote (location dependent).

Licensing: FINRA SIE and Series 6 required at application;
Series 63 within 120 days of start date. No employer‑sponsored work authorization.

Overtime Eligibility:
Not Eligible (Exempt)

• Medical, dental and vision coverage
• Life insurance, short‑term and long‑term disability
• Paid time off: 18 days of PTO per year pro‑rated; 9 paid holidays; 8 hours of Lifetime PTO; 8 hours of Unity Day PTO
• 401(k) with company match
• Company‑paid pension plan
• Business casual attire

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 protected by applicable law.