This is a fully remote Sr. Account Manager role supporting our Producer Group team in California. Living in Southern California is strongly preferred.
This is an H.99 band role.
#LI-COLE
Job Description Summary
Are you passionate about cultivating effective relationships to drive sales growth? If you love a highly visible position where you can influence results through relationship-building and activation expertise, we want to know more about you!Job Description
Key Responsibilities:
Evaluates current business conditions and goals to determine roadblocks that exist and partners with appropriate parties to grow business with assigned firm(s).
Identifies product gaps and opportunities then partners cross functionally with respective areas (e.g. product, pricing, operations, etc.) to improve and resolve gaps with the ultimate focus on driving overall sales and growth.
Partners with wholesaling team and Sales Managers to implement sales strategies.
Works closely with wholesale team to ensure assigned firm activity alignment and tracking to annual goals.
Develops a deep understanding of each firms’ needs, works to develop a strategy to meet those needs and work with key internal leaders to drive initiatives that deliver. Creates written strategic plan to strengthen relationships with assigned firms in an effort to increase and drive overall sales results and effectiveness. Written strategic plans include both short term and long-term goals, with strategies and specific tactics to support those goals. Strategic plans are updated quarterly or as often as may be required to ensure optimal results. Owns the account planning process for assigned focus firms and helps guide the organization in optimizing results.
Attends key account national and regional events and represents Nationwide. May present at events and or host study groups.
Visits assigned firms in person at least quarterly to foster effective relationships and build on strategy.
Working in conjunction with Regional VPs, develops relationships with top producers, as identified by the firm.
Drives life sales by winning new profitable business, adding products on platforms and creating opportunities to partner with sales leaders to develop and drive critical initiatives that support growth and access to the right advisors.
Builds and maintains the appropriate relationships and communication protocols required for Life Leaders, colleagues and wholesalers to feel engaged, informed and on-board with focus firm strategic plans.
Finds appropriate opportunities to build brand and access wins for the Life team. Consistently adjusts and communicates broadly around priorities to ensure resources are used efficiently.
Mentors/coaches the internal sales team members assigned to the channel to ensure client needs are met or exceeded.
Shares firm intelligence with internal business partners and documents in Salesforce and other repositories as necessary.
Understands sales goals of the Life business unit, the partnering firms, and each wholesaler and develops strategies to deepen and expand those relationships to maximize production results.
May perform other responsibilities as assigned.
Reporting Relationships: Reports to Divisional Sales Manager
Typical Skills and Experiences
Education: Undergraduate degree in finance, insurance or related fields.
License/Certification/Designation: FINRA Series 6 or 7 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 fails to acquire required licenses/registrations within the designated time period, the associate will be ineligible to continue in the position.
Experience: Typically, at least eight to ten years of experience in sales, sales management, markets or relationship management in the insurance or financial services fields. Experience with wholesale distribution of financial services products preferred.
Knowledge, Skills and Abilities: Financial service products, life insurance, long term care insurance, contracts, securities compliance and competitor products, policies, practices and procedures in customer service and life product processing. Must have strong interpersonal, presentation, persuasion, and influencing skills Excellent verbal and written communication skills necessary for interacting with all levels of internal and external customers at the executive level. Must have organizational agility, able to build and maintain strong working relationships with business partners. Ability to analyze metrics and data of firm performance.
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 Human Resources Business Partner.
Values: Regularly and consistently demonstrates Nationwide Values.
Job Conditions:
Overtime Eligibility: Not Eligible (Exempt)
Working Conditions: Normal sales office environment. Significant travel may be required based on business unit requirements. Must have a valid driver’s license with satisfactory driving record in accordance with Nationwide standards.
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, 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.
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