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Role Description

This Hybrid Wholesaler role will support our Life business working with our RIA and fee-based partners. This remote position can be located anywhere in the US, but the strong preference is for the person to be East of the Mississippi River.

As a Hybrid Wholesaler - Life, you'll market life insurance products and solutions through brokerage general agencies, producer groups and financial professionals, using a consultative sales approach.

Key Responsibilities:

• Provides support and expertise to key distribution partners within assigned geographic territory including face-to-face meetings, webinars, virtual meetings, and social media posts.
• Utilizes a consultative approach to help key distribution partners identify customer needs and lead to a product recommendation.
• Regularly assess key partners to understand the needs and expectations of their business.
• Advocates on behalf of the key distribution partners to ensure their needs, goals, opportunities, and concerns are understood within Nationwide.
• Employ a business-plan approach to establish a rotation of sales activity and touch-points for the targeted group of distribution partners.
• Ability to analyze and manipulate data from many resources, using tools for a focused, multiple touch-point process.
• Actively manages pending opportunities, trials, and formal applications within assigned territory.
• Conducts training on product, life insurance sales concepts, illustration software, underwriting, practice management topics, licensing, procedures, processes, and services provided by Nationwide.
• Provides sales management with weekly updates on activity.
• Provides input on products, solutions, and services to serve distribution partner and customer needs.
• Completes and documents territory activities to assure they are meeting overall company objectives.
• May perform other responsibilities as assigned.

Qualifications

• Undergraduate studies in business, finance, communications or liberal arts preferred.
• FINRA Series 6 or 7, Series 63, State Life / Annuity Insurance Agent licenses required.
• CLU, ChFC, FLMI, CFP, ASPPA, CLTC designations preferred.
• Between one and three years of internal wholesaling experience of financial service products.

Requirements

• College-level mathematics, finance, statistics, economics, and investment management theories/practices.
• Knowledge of financial service products, life insurance, long-term care insurance, contracts, securities trading and regulation, and competitor products.
• Sophisticated interpersonal and written skills to effectively communicate and influence company officers, top brokers, home office and outside business partners.
• Excellent group presentation skills for audiences of up to 200 people.
• Ability to effectively teach state continuing education courses to industry professionals.
• Basic Microsoft Office usage skills including a solid understanding of Word, PowerPoint, Excel, Lotus Notes, Salesforce CRM.
• Excellent time management and organizational skills required to lead statewide sales activities and multiple sales/distribution relationships.

Benefits

• Medical/dental/vision insurance
• 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.