Initiates daily contacts to targeted business partners to build relationships, discover appropriate needs where products and services apply and consults and advises based on clients' needs.
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.
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
Benefits
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.
We are looking to fill one opening within our Annuity - Traditional Brokerage team.
This position requires FINRA SIE and Series 6 license at the time of application.
This position will be hired on a SuccessFlex basis.
The hired associate must reside within 35 miles of the following location(s):
Ohio: 1000 Yard St, Grandview Heights, OH, 43215
Arizona: 18700 N Hayden Rd, Scottsdale, AZ, 85255
Work schedule: 2-3 days in office, 2-3 days remote (depending on location)
It is our intention to fill this role in Columbus, Ohio. However, on occasion, applications who bring critical industry skills and relevant experience may be considered.
This role does not qualify for employer sponsored work authorization. Nationwide does not participate in the STEM OPT extension program.
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!
Our Internal Sales & Service (ISS) team works with Financial Professionals to provide the right Nationwide products to people who need and want them. We count on our team members to represent Nationwide well in this important market and have a real desire to connect and help our customers.
As a Specialist, you'll build, grow and retain strategic relationships with financial professionals, administrators and/or plan sponsors and participants (clients) through advising and consulting, in support of business unit sales goals. We'll count on you to works effectively with multiple contact points across the sales process.
Job Description
Nationwide · Ohio - Columbus Metro