Nationwide Financial
Financial Services
BusinessDevelopmentConsultant-RetirementSolutions
Neural analysis suggests this role is
optimal for Mid+ candidates.
“Business Development Consultant - Retirement Solutions at Nationwide Financial. Skills: Retirement Solutions, Wholesaling, Territory management. Partner with Regional Vice President. Market/sell financial products”
What You'll Achieve.
Meet territory goals; Grow their business; Meet clients needs
Industry & Context.
Analyze financial service product contracts; Evaluate marketing strategy; Recommend solutions
Living within territory, Remote travel up to 50%, Credit check, Background check
What They're Looking For.
Must Have
5 or more years’ experience, Series 6 and Series 65 or Series 7, series 63 or 66, State Life, Health, and Variable Annuity license
Nice to Have
Undergraduate studies in insurance, business, finance, CFP, CLU, ChFC, CFA, CMFC or other designations
What You'll Do.
Partner with Regional Vice President
Market/sell financial products
Set up activity rotation
Create sustainable relationships
Market financial services products
Provide marketing support
Act as point of contact
Provide support to financial professionals
Act as communication link
Provide sales management updates
Monitor territory activities
Assure meeting company objectives
How You'll Work.
Team & Collaboration
Working with home office sales; Working with home office operations
Communication Scope
Virtual presentations; In-person presentations; Facilitation skills; Verbal communication; Written communication
Full Job Description
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****** **Key Responsibilities:** * 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
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