Nationwide Regional Wholesaler-Annuity FI in Worcester, Massachusetts

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 market annuity service products through various financial institutions including banks and regionals.

Job Description

Reporting Relationships: Reports to Sales Manager.

Core Duties and Responsibilities:

  • Identify, meet and communicate with Financial Advisors (FAs) to promote Nationwide products and services. Assist FA in identifying and marketing to prospects. Consult and educate FAs on all aspects of Annuity business. Encourage repeat business with FAs and obtain referrals to other FAs. Coordinate with Nationwide's team of specialists regarding cross-selling opportunities, referrals and joint meetings.

  • Calls on financial institutions offices within assigned territory to market products through seminars, meetings and one-on-one sessions to provide training on all aspects of the products.

  • Provides field support and expertise to producers within assigned territory including public seminars and client visitations.

  • Provides presence through exhibitor booths, seminars and presentations, top producers and other formal financial institutions gatherings within assigned territory.

  • Coordinates financial institutions input, suggestions and questions on financial service products within assigned territory.

  • Provides customer service support to producers within assigned territory by acting as communication link with Home Office.

  • Provides sales management with weekly updates on activity within assigned territory.

  • Coordinates the licensing of producers within assigned territory.

  • Manages territory to minimize conflict 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 producer offices 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.

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 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.

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 Power point, 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).

Values: Regularly and consistently demonstrates the Nationwide Values and Guiding Behaviors.

Staffing Exceptions to the above Minimum Job Requirements must be approved by the: Business unit VP and HRBP.

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 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.

Job Evaluation Activity: 12/2015 MYW

Additional Job Description

This position will be staffed out of the Boston area, but will cover banks and regionals in Maine, New Hampshire, Vermont, and Rhode Island.

Job ID: 55698