What youâll really do day-to-day
Prospect & consult: Make proactive daily outreach to Financial Professionals (FAs/advisors, plan sponsors, administrators) to uncover needs, position product solutions, and support practice management.
Territory co-ownership: Operate in sync with an External Wholesalerâplanning campaigns, following up post-meeting, handling illustrations/proposals, and progressing opportunities through the pipeline.
Market intelligence: Stay on top of product updates, competitor positioning, regulation/state changes, and market movesâtranslate that into timely sales ideas.
Licensing: FINRAÂ Series 6 & 63 (or ability to obtain within business-unit timeline). Additional registrations may be required as products evolve.
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Job Description Summary
Do you love connecting and building new business relationships? If you have a natural curiosity, are excited about helping people and want to accelerate both your personal and professional growth, we want to know more about you!Job Description
Key Responsibilities:
Initiates daily contacts to targeted business partners to build relationships, discover appropriate needs where products and services apply and consults and advises based on clientsâ needs.
Develops and grows strategic business partnerships and relationships with business partners to meet territory management performance requirements. Acts as a consultative link between business partners and Nationwide Financial (NF). Applies knowledge of industry trends, competitive intelligence, state legislation, market movements and investment changes/performance to advise and consult with business partners.
Evaluates and determines viability of business partners with respect to customer needs, business needs and products. Acts as a consultant to provide the most appropriate strategies/solutions to meet these needs.
Responds to requests from business partners and external sales within assigned territory, providing support materials such as illustrations, proposals and product/rider information. Consults with the business partners to address concerns about not using a NF product and help them be more comfortable with NFâs solutions in the future.
Acts as a consultant by proactively providing financial expertise, recommendations and practice management advice to business partners within assigned territory.
Executes proactive contacts with business partners to support campaigns highlighting product features and benefits and advises business partners on pertinent sales ideas and solutions.
Partners with external sales force to consult with business partners to grow their business. Advises on product and procedural modifications to meet the needs of the business partner or client.
Engages business partners to retain business. Works to understand reasons for asset flight and advises alternative solutions for retention.
Represents Internal Sales and Service (ISS) in meetings and initiatives such as advisory boards, relationship strategy partnerships and other committees.
Consults with functions across Nationwide such as Marketing, Business Performance Excellence and Product Development to build competitive products and services.
Travels and covers open external wholesaler territory, on a temporary basis and for conducting in person meetings and Broker dealer events.
Serves as a role model to and helps train newer regional internal associates. Assists with team meetings.
May perform other responsibilities as assigned.
Reporting Relationships: Reports to a Manager and does not have direct reports.
Typical Skills and Experiences:
Education: Undergraduate degree in human ecology, business, finance, communications, marketing or related field required.
License/Certification/Designation: FINRA Series 6 and Series 63 licenses required. Associate must obtain 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 fails or is unable to obtain required licenses/registrations within the time period designated by the business unit, the associate will be ineligible to continue in the position.
Experience: Three years of experience in a sales-driven position. Experience in a sales or service call center environment preferred, as well as financial services background.
Knowledge, Abilities and Skills: In-depth knowledge of insurance and financial products and the associated consultative sales processes and industry knowledge preferred. Knowledge should be demonstrated and executed at an in-depth level that serves as a role model for lesser experienced regional internal associates. Demonstrates in-depth knowledge and execution of the Teach / Tailor / Take Control elements of our consistent consultative sales process. Demonstrates the ability to execute these responsibilities at an in-depth level that serves as a role model for lesser experienced regional internal associates.
Must have a drive for results, demonstrate independent judgment and decision-making, ability for relationship building (both internally and externally), positive outlook, consultative selling/advising skills, ability and willingness to follow processes, good time management/organization skills, be receptive to coaching, have a strong customer focus orientation, ability to balance multiple priorities and have excellent communication skills including professional presence, listening, rapport building, writing skills and presentation abilities. Skills and competencies should be demonstrated and executed at an in-depth level that serves as a role model for lesser experienced Regional Internal associates.
Other criteria, including leadership skills, competencies and experiences may take precedence.
Staffing exceptions to the above must be approved by the hiring managerâs leader and HR Business Partner.
Values: Regularly and consistently demonstrates the Nationwide Values.
Job Conditions:
Overtime Eligibility: Exempt (Not Eligible)
Working Conditions: Normal office environment.
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.
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, nationwideAbout nationwide