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.
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
Health insuranceDental insuranceVision insurance401(k)Remote work options
Additional Information
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 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!
As a Hybrid Wholesaler, you'll be responsible for territory goals and meeting these goals through virtual and in-person interactions.
Job Description
Nationwide · CA