Nationwide Virtual Wholesaler in Columbus, Ohio
If you’re passionate about becoming a Nationwide associate and believe you have the potential to be something great, let’s talk.
Number 54 on the Fortune Magazine 100 Best Places to Work.
To execute upon a virtual wholesaling model to market/sell financial services products, in metropolitan statistical areas (MSA’s) and / or regional space through various intermediaries including broker dealer investment firms, wire houses, regional & local banks, financial planners, and insurance companies.
ProductLine -Mutual Funds
License(s)- Series 6 or 7
JOB SUMMARY: Acquires, grows, and retains strategic relationships with investment professionals (IPs), 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, Strategic Relationships, Marketing, and Product Development).
Proactively initiates daily outbound telephone contacts to targeted IPs to build relationships, discover appropriate needs in which products and services apply, and to consult based on their practice needs. Contacts will focus on prospective advisors (75-90%) and existing producing advisors(10-25%) . Potential advisors are identified through the focus firm lists and other resources, which are further refined through partnership with external sales partners.
Profiles and determines potential Mutual Funds/Business Practice opportunities in regard to each advisor’s business model. Acts as a resource to build value and to provide the most appropriate strategies/solutions to meet these needs.
Acts as a resource by proactively providing Mutual Fund information and practice management information to IPs within assigned territory(s). Also answer inbound inquiries from advisors regarding our Mutual Fund offerings. Inbound call originate from advisors throughout the country.
Mutual Fund experience preferred. CMFC Preferred
REPORTING RELATIONSHIPS: Reports to NF Sales Director; no direct reports
CORE JOB DUTIES & RESPONSIBILITIES:
Identifies Broker Dealer firms within assigned territory to market and sell various qualified and non-qualified financial services products
Calls on Broker Dealer firms in assigned territory to establish General agency agreements
Provides support and expertise to producers within assigned territories including webinars, virtual meetings and social media posting
Utilizes internal and external sales and marketing technology and databases to acquire, grow and retain a targeted and segmented group of producers within assigned territory
Employ a business-plan approach to establish a rotation of sales activity and touch-points for the targeted group of producers to acquire, grow and sustain the viability of those business relationships.
Leverage and utilize tools for a disciplined multiple touch-point process, which will include a disciplined combination of social media, digital marketing, telephone calls, emails, mailings, voice-over emails, virtual meetings, webinars, etc.
Provide minimal marketing support for top producers as able via an assigned budget.
Serves as point of contact (virtual concierge) to provide support to producers within assigned territory by acting as the communication link with home office sales and operations.
Provides sales management with weekly updates on sales activity within the assigned territory.
Monitors activities and establishes follow-up system designed to provide multiple touches to key producer offices in assigned territories on a regular basis.
Coordinates the licensing of producers within assigned territory
Manages territory to minimize conflict problems with other distribution systems
Performs other duties as assigned.
MINIMUM JOB REQUIREMENTS:
Education: Undergraduate degree in insurance, business, finance, or related fields preferred.
License/Certification/Designation: Series 6 and Series 62, or Series 7, Series 63, State and non- resident state(s) Life, Health, and Variable Annuity license and other licenses/designations, maybe required. Certification in CLU,ChFC, CMFC, CFA, or similar designations preferred.
Experience: Two or more year’s sales experience in the insurance and financial services industry as external or internal wholesaler, producer, etc.
Knowledge: Financial service products, securities trading and regulations, customer service, competitor intelligence, regulatory policies, practices and procedures in customer service and investment product processing.
Skills/Competencies: Must have strong interpersonal, presentation and facilitation skills. Excellent verbal and written communication skills necessary for interacting with all levels of internal and external customers. Must have ability to develop and maintain strong working relationships with internal and external business partners. Ability to analyze financial service product contracts to determine the best methods of marketing to target markets. Ability to evaluate and recommend solutions to marketing strategy questions and product processing problems.
Values: Regularly and consistently demonstrates the Nationwide Values and Guiding Behaviors.
Staffing Exceptions to the above Minimum Job Requirements must be approved by the: hiring manager’s leader and HRBP.
Overtime Eligibility: Eligible (Non-exempt).
Working Conditions: Normal office environment; limited travel as needed
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.
Job Evaluation Activity: 12/2015 SNG; revised 9/2018
Additional Job Description
Job ID: 54563