This is a Regional Wholesaler (RVP) role with our Annuity Brokerage team supporting our clients in the territory of Virginia and Washington, DC. Living in the territory or directly adjacent to the territory is strongly preferred.
This is an H.99 band role.
Job Description Summary
Do you enjoy connecting with people to promote products that can improve the financial well-being of customers? If you can form lasting relationships, solve challenges with exceptional service and develop and share expertise about financial products and services, we want to know more about you!As a Regional Wholesaler, you'll market annuity service products through various financial institutions including banks, wire houses and independent broker dealers.
Job Description
Key Responsibilities:
Identifies and connects with financial advisors to promote annuity products and services.
Assists financial advisors in identifying and marketing to prospects and educates them on all aspects of the annuity business.
Encourages repeat business with financial advisors and acquires referrals to other financial advisors.
Coordinates with Nationwide's team of specialists regarding cross-selling opportunities, referrals and joint meetings.
Conducts training at local financial institution offices to market products through seminars, meetings and one-on-one sessions on products within assigned territory.
Provides field support and expertise to producers, including public seminars and client visitations.
Participates in exhibitions, seminars and presentations, meetings with top producers and other formal financial institution gatherings.
Coordinates local financial institutions input, suggestions and questions on products.
Acts as a liaison with the corporate headquarters.
Provides sales management with weekly updates on territory activity.
Coordinates the licensing of producers within assigned territory.
Manages territory to coordinate with other distribution systems.
Provides input on products and services that will serve customer needs and produce sufficient volume and profits.
Monitors territory activities to assure company objectives are met.
Visits visit key producer offices on a regular basis.
May perform other responsibilities as assigned.
Reporting Relationships: Reports to Sales Manager.
Typical Skills and Experiences:
Education: Undergraduate studies in business, finance, communications or liberal arts preferred.
License/Certification/Designation: FINRA Series 6 or 7, Series 63, State Life/Annuity Insurance Agent licenses required. CLU, ChFC, FLMI, CFP, ASPPA designations preferred. 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: Five years internal or external wholesaling experience of financial service products through broker dealer firms.
Knowledge, Abilities and Skills: College-level mathematics, finance, statistics, economics, economics and investment management theories/practices.
Very strong interpersonal and written skills to effectively interact directly with company officers, top brokers, home office and outside business partners. Excellent group presentation skills for audiences of company owners, officers, principals, executive boards and financial intermediaries up to 200 people. Ability to effectively teach state continuing education courses to industry professionals. Basic Microsoft office usage skills including Word, PowerPoint, Excel, Seibel CRM. Excellent time management and organizational skills required to manage statewide sales activities and multiple sales/distribution relationships (independent administrators and financial intermediaries).
Other criteria, including leadership skills, competencies and experiences may take precedence.
Staffing exceptions to the above must be approved by the business unit Vice President and HR Business Partner.
Values: Regularly and consistently demonstrates the Nationwide Values.
Job Conditions:
Overtime Eligibility: Not Eligible (Exempt).
Working Conditions: Virtual work from home sales office environment, living in assigned territory. Requires frequent field travel and may require overnight travel.
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.
Driving Record Check: Representatives may be required to operate an automobile and have a valid driver’s license with a satisfactory driving record in accordance with the standards stated in the Company's Fleet Manual
Credit/Background Check: Due to the fiduciary account abilities within this job, a valid credit check and/or background check will 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.
United States
