This role will support our Corporate/Private sector team working the territory of Southern California for our Retirement Solutions team. Living within the territory with a strong preference to be in the greater Los Angeles area is a requirement of the job.
This is a G.99 band role.
#LI-COLE
Job Description Summary
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!Job Description
Key Responsibilities:
Partner with Regional Vice President to out a Top 50/200 group of financial professionals within assigned territory to market/sell financial products.
Sets up a rotation of activity for the Top 50/200 producers to create sustainable long-term relationships.
Markets financial services products primarily through a combination of telephone calls, emails, mailings, social selling, virtual meetings and seminars, group meetings and on occasion, in person meetings with producers to help them grow their business and effectively meet their clients needs.
Provides marketing support for top producers through a budget- i.e. seminars, client dinners, trinkets, and promotional items.
Acts as point of contact to provide support to financial professionals within assigned territory by acting as the communication link with home office sales and operations.
Provides sales management with weekly updates on activity within the assigned territory.
Monitors territory activities to assure they are meeting the overall company objectives.
May perform other responsibilities as assigned.
Reporting Relationships: Reports to the Divisional Vice President and does not have direct reports.
Typical Skills and Experiences:
Education: Undergraduate studies in insurance, business, finance or related fields preferred.
License/Certification/Designation: Series 6 and Series 65 or Series 7, series 63 or 66, State Life, Health, and Variable Annuity license and other licenses/designations may be required. Advanced certification in CFP, CLU, ChFC, CFA, CMFC or other designations preferred.
Experience: 5 or more years’ experience preferred, within the financial services industry as external, hybrid or internal wholesaler.
Knowledge, Abilities and Skills: Financial service products, securities trading and regulation, customer service, competitor intelligence, policies, practices and procedures in customer service and investment product processing. Must have strong virtual and in person interpersonal, presentation and facilitation skills. Excellent verbal and written communication skills necessary for interacting with all levels of internal and external customers. Must have ability to develop and maintain strong working relationships with business partners. Ability to analyze financial service product contracts to determine the best methods of marketing to target markets. Ability to evaluate and recommend solutions to marketing strategy questions and product processing problems.
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 HR Business Partner.
Values: Regularly and consistently demonstrates Nationwide Values.
Job Conditions:
Overtime Eligibility: Not Eligible (Exempt)
Working Conditions: Remote work; travel up to 50% of the time.
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.
Credit/Background Check: Due to the fiduciary accountabilities within this job, a valid credit check and/or background check may be required as part of the selection process.
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.
NOTE TO EMPLOYMENT AGENCIES:
We value the partnerships we have built with our preferred vendors. Nationwide does not accept unsolicited resumes from employment agencies. All resumes submitted by employment agencies directly to any Nationwide employee or hiring manager in any form without a signed Nationwide Client Services Agreement on file and search engagement for that position will be deemed unsolicited in nature. No fee will be paid in the event the candidate is subsequently hired as a result of the referral or through other means.
Nationwide pays on a geographic-specific salary structure and placement within the actual starting salary range for this position will be determined by a number of factors including the skills, education, training, credentials and experience of the candidate; the scope, complexity and location of the role as well as the cost of labor in the market; and other conditions of employment. If a Sales job, Sales Incentives, based on performance goals are possible in addition to this range. Note on Compensation for Part-Time Roles: Please be aware that the salary ranges listed below reflect full-time compensation. Actual compensation may be prorated based on the number of hours worked relative to a full-time schedule.The national salary range for Hybrid Wholesaler - Retirement Solutions : $75,000-$80,168.40The expected starting salary range for Hybrid Wholesaler - Retirement Solutions : $75,000-$75,000