Hybrid Wholesaler Fee RIA Market

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.

This Hybrid Wholesaler role will support our Life business working with our RIA and fee-based partners. This remote position can be located anywhere in the US, but the strong preference is for the person to be East of the Mississippi River.

This is a G.99 band role.

Do 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!

• Provides support and expertise to key distribution partners within assigned, geographic territory including face-to-face meetings, webinars, virtual meetings, and social media posts.

• Utilizes a consultative approach to help key distribution partners identify customer needs and lead to a product recommendation. Consults with advisors by analyzing financial services products to determine the best solutions for their business and clients.

• Regularly assess key partners in order to understand the needs and expectations of their business.

• Advocates on behalf of the key distribution partners to ensure their needs, goals, opportunities, and concerns are understood within Nationwide. Evaluates and recommends solutions to marketing strategy and product questions.

• Employ a business-plan approach to establish a rotation of sales activity and touch-points for the targeted group of distribution partners to acquire, grow and sustain the viability of those business relationships while achieving or exceeding territory production goals for life insurance products.

• Ability to analyze and manipulate data from many resources, and use tools for a focused, multiple touch-point process, which will include a combination of face-to-face meetings, social media, digital marketing, telephone calls, emails, virtual meetings, webinars, etc.

• Actively manages pending opportunities, trials and formal applications within assigned territory.

• Conducts training on product, life insurance sales concepts, illustration software, underwriting, practice management topics, licensing, procedures, processes and services provided by Nationwide.

• Provides sales management with weekly updates on activity.

• Provides input on products, solutions and services to serve distribution partner and customer needs.

• Completes and documents territory activities to assure they are meeting overall company objectives.

May perform other responsibilities as assigned.

Reporting Relationships
:
Reports to Sales Manager/Director

Education
:
Undergraduate studies in business, finance, communications or liberal arts preferred.

License/Certification/Designation: FINRA Series 6 or 7, Series 63, State Life / Annuity Insurance Agent licenses required. CLU, ChFC, FLMI, CFP, ASPPA, CLTC designations preferred. Associates must acquire the required Federal and/or state licenses/registrations within the time period designated by the business unit. Additional licenses/registrations may be required when new products and services are implemented. If an associate is unable to acquire required licenses/registrations within the designated time period, the associate will be ineligible to continue in the position.

Experience
:
Between one and three years of internal wholesaling experience of financial service products.

Knowledge, Abilities and Skills
:
College-level mathematics, finance, statistics, economics, economics and investment management theories/practices. Financial service products, life insurance, long term care insurance, contracts, securities trading and regulation,…