Sr Analyst, Regional Internal Consultant - Annuity

Benefits

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 position requires FINRA SIE and Series 6 license at the time of application and Series 63 within 120 days of start date. This position will be hired on a hybrid, SuccessFlex basis. The hired associate must reside within 35 miles of the following location(s): Ohio: 1000 Yard St, Grandview Heights, OH, 43212 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, OH or Scottsdale, AZ. However, on occasion, applications from internal candidates working remotely 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 Acquires, grows, and retains strategic relationships with investment professionals (IPs), administrators, and/or plan sponsors and participants (clients) through advising and consulting, in support of business unit sales goals. Works effectively with multiple contact points across the Sales Process (including Investment Professionals, External Wholesalers, Program Directors, Retirement Specialists, Operations, Licensing, Advanced Sales, Circle of Excellence, Strategic Relationships, Marketing, and Product Development). Job Description REPORTING RELATIONSHIPS : Reports to Manager. No direct reports. CORE JOB DUTIES & RESPONSIBILITIES: 1. Proactively initiates daily contacts to targeted business partners to build relationships, discover appropriate needs in which products and services apply, and to consult and advise based on their clients needs. Contacts may be with business partners who have previously done business with Nationwide Financial, or with who have been identified as potential business partners. Potential partners are primarily identified by the external sales partner 2. Builds and grows strategic business partnerships and relationships with business partners to meet territory(s) management performance requirements. 3. Profiles and determines viability of business partners in regards to customer needs, business needs, and products. 4. Appropriately responds to requests from business partners and external sales within assigned territory, regarding support materials such as illustrations, proposals, and product/rider information. Discusses any questions or concerns the business partner has regarding support materials. 5. Assists with case design, business consultations, product updates, training, product rollouts and point of sale consulting. 6. Executes pro-active contacts to business partners in support of campaigns to highlight product features and benefits, and to advise business partners on pertinent sales ideas and solutions (i.e. new/old products, cross-selling opportunities, etc.). 7. Partners with external sales force to consult with business partners in order to grow their business, (via conference calls, e-seminars, branch trainings and one-on-one meetings.) Advises on product and procedural modifications to meet the needs of the business partner or client. 8. Engages business partners to retain their business with Nationwide. Probes to understand reasons for asset flight and advises alternative solutions for retention. 9. Begin to learn the resources necessary for appropriate business partner relationship management, as well as territory management. 10. Satisfactorily achieves scorecard requirements (e.g., including contact minimums, call quality requirements, accurate and timely recordkeeping, business planning, sales process execution and territory management), Sales Outcomes, and Living the Nationwide Values. 11. Performs other duties as assigned. MINIMUM JOB REQUIREMENTS: Education: Undergraduate degree in Human Ecology, Business, Finance, Communications, Marketing or related field preferred. License/Certification/Designation: FINRA Series 6 required. Series 7 or 62 may be required.Associates 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: Minimum of one to two years of experience in a sales driven p