Sr Analyst, Territory Development

Job Conditions

Overtime Eligibility:
Not Eligible (Exempt)

Are you passionate about being part of a team at a Fortune 100 company with nearly $70 billion in annual sales that delivers extraordinary care to help individuals and businesses prepare for and protect their future? If so, then Nationwide Financial could be the place for you! At Nationwide®, “on your side” goes beyond just words. Our customers and partners are at the center of everything we do and we’re looking for associates who are passionate about delivering extraordinary care.

The Sr. Analyst for the ISS Life Sales Desk team is an entry point into a sales-focused career within Nationwide’s life insurance business. Selected candidates will begin with a 3-month paid, in-house training program to build foundational knowledge in sales, products, and industry licensing requirements. Upon successful completion of training and obtaining required licenses, you will transition into a client-facing sales support role, where your primary responsibility is to introduce financial professionals to Nationwide’s products and value proposition.

In this position, you will work closely with experienced internal and external wholesalers to:

• Develop and grow relationships with financial professionals
• Support territory sales strategies and pipeline management
• Provide product positioning and case support
• Contribute to achieving overall sales goals as a registered broker-dealer representative

Role requires FINRA SIE, Series 6, and Series 63 licensing within 120 days.

• Builds strong, trusted relationships with financial advisors within the first 6–12 months
• Consistently meets or exceeds activity and pipeline development metrics
• Demonstrates the ability to translate financial products into practical solutions for advisors
• Becomes a reliable partner to Internal and External Wholesalers

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 Sr. Analyst, Life Territory Development, 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.

• Proactively builds relationships with prospective financial professionals by introducing Nationwide Life Insurance and Long-Term Care Products 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 Internal and External wholesalers.
• Performs analysis by creating hypotheticals and other support materials requested by financial professionals, including life comparison analysis, portfolio mapping, fund analysis and Morningstar reports.
• Partners with Internal and External wholesalers to maintain territory pipelines and other sales management reports.
• Develops professionally through sales training, coaching sessions and mentorship with Senior Territory Development Consultants and Wholesalers.
• Achieves scorecard requirements such as activity and quality metrics, product knowledge, development of territory, teamwork and professional development.

May perform other responsibilities as assigned.

Reports to Supervisor or Manager and does not have direct reports.

Education:

Undergraduate degree in finance, sales, business, marketing or related fields preferred.

License/Certification/Designation:
Successful completion of in-house training program, FINRA SIE, Series…