Nationwide Regional Wholesaler-Life in Lawrenceburg, Tennessee
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.
This position will cover BGA's in the Atlanta and Nashville areas. The ideal candidate would have success with key contacts in those geographies.
Summary: To market life and other financial service products through all or some of the following: Brokerage General Agents, Producer Groups, Broker Dealers, and at the producer level. The following duties cover what are generally believed to be principal and essential functions of the job. Specific circumstances may allow or require some people assigned to the job to perform a somewhat different combination of duties.
Compensation Grade 99
Reporting Relationships: Reports to Sales Manager.
Core Duties and Responsibilities:
Partner with Brokerage General Agencies, Producer Groups, Broker Dealer offices, and producers within assigned territory to market life products.
Manages Nationwide’s entire relationship with an assigned firm.
Oversees shelf space for all Nationwide products.
Advocates on behalf of the Brokerage General Agencies, Producer Groups, Broker Dealer offices and producers within your assigned territory to ensure their needs, goals, opportunities, and concerns are understood within Nationwide.
Communicates with all appropriate wholesalers, channel heads, sales managers, and Nationwide colleagues about relationships within assigned territory.
Works with other Nationwide colleagues to strategize, communicate and implement territory-wide plans.
Conducts Brokerage General Agency, Producer Groups, Broker Dealer offices, and producer level training on product, illustration software, underwriting, licensing, compensation, procedures, processes, and services provided by Nationwide.
Attends national, regional, or local conferences as needed to promote relationships within assigned territory.
Provides field support and expertise within assigned territory including public seminars and client visitations.
Provides sales management with weekly updates on activity within assigned territory.
Manages territory to minimize conflict problems 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 they are meeting overall company objectives.
Establishes follow-up system designed to visit key Brokerage General Agencies, Producer Groups, Broker Dealer offices, and producers within assigned territory on a regular basis.
Performs other duties as assigned.
Typical Skills and Experiences:
Education: Undergraduate studies in Business, Finance, Communications or Liberal Arts preferred and required licenses, such as NASD, life and variable, etc.
License/Certification/Designation: FINRA Series 6 or 7, Series 63, Series 65, State Life / Annuity Insurance Agent licenses required. CLU, ChFC, FLMI, CFP, ASPPA, CLTC designations preferred. 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 five years internal or external wholesaling experience of financial service products through broker dealer firms.
Knowledge: College-level mathematics, finance, statistics, economics, economics and investment management theories / practices. Financial service products, life insurance, long term care insurance, contracts, securities trading and regulation, and competitor products, policies, practices and procedures in customer service and investment product processing.
Skills/Competencies: Very strong interpersonal and written skills to effectively communicate 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 effective teach state continuing education courses to industry professionals. Basic Microsoft office usage skills including MS Word, MS Powerpoint, MS Excel, Lotus Notes, 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 hiring manager’s leader and HR Business Partner.
Values: Regularly and consistently demonstrates the Nationwide Values and Guiding Behaviors.
Overtime Eligibility: Not Eligible (Exempt).
Working Conditions: Travel 3 - 4 days/week, including routinely 1 - 2 nights/week.
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.
Credit 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.
Safety Sensitive (SS):
Evaluation Activity: MG/KP 9-2017
Additional Job Description
Job ID: 54453