Consultant, Regional Internal, ISS Annuity Sales Desk

Are you passionate about being part of a team 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 position requires FINRA SIE and Series 6 license at the time of application and Series 63 within 120 days of hire.

This position will be hired on a SuccessFlex basis.

The hired associate must reside within 35 miles of the following location(s):

Ohio: 1000 Yard St, Grandview Heights, OH, 43215

Arizona: 18700 N Hayden Rd, Scottsdale, AZ, 85255

Work schedule: 2-3 days in office, 2-3 days remote (depending on location)

This role does not qualify for employer sponsored work authorization. Nationwide does not participate in the STEM OPT extension program.

#LI-LH1

#nationwidefinance

#internalsalesandservice

#regionalinternalconsultant

#FINRA

Job Description Summary

Do you love connecting and building new business relationships? If you have a natural curiosity, are excited about helping people and want to accelerate both your personal and professional growth, we want to know more about you!

Our Internal Sales & Service (ISS) team works with Financial Professionals to provide the right Nationwide products to people who need and want them. We count on our team members to represent Nationwide well in this important market and have a real desire to connect and help our customers.

As a Consultant, you’ll build, grow and retain strategic relationships with financial professionals, administrators and/or plan sponsors and participants (clients) through advising and consulting to support the business unit sales goals. We’ll count on you to work effectively with multiple contact points across the sales process and assist leaders with strategy, training and coverage.

Job Description

Key Responsibilities: 

• Proactively initiates daily contacts to targeted business partners to build relationships, discover appropriate needs in which products and services apply and to consult and advise based on their clients' needs. 

• Builds and grows strategic business partnerships and relationships with business partners to meet territory(s) management performance requirements. Acts as a consultative link between business partners and Nationwide Financial (NF). Applies knowledge of industry trends, competitive intelligence, state legislation, market movements and investment changes/performance to advise and consult with business partners.

• Profiles and determines viability of business partners as it relates to customer needs, business needs and products.  Acts as a consultant to provide the most appropriate strategies/solutions to meet these needs.

• Responds to requests from business partners and external sales within assigned territory, regarding support materials such as illustrations, proposals and product/rider information. Discusses questions or concerns with the business partner and proposes solutions. Consults with the business partners to address concerns about not using a NF product and helps them be more comfortable with NF’s solutions in the future.

• Acts as a consultant by proactively providing financial expertise, recommendations and practice management advice to business partners within assigned territory(s) including case design, business consultations, product updates, training, product rollouts and point of sale consulting.

•  Executes proactive contacts to business partners in support of campaigns to highlight product features and benefits and to advise business partners on pertinent sales ideas and solutions.

• Partners with external sales force to consult with business partners in order to grow their business.  Advises on product and procedural modifications to meet the needs of the business partner or client.

• Engages business partners to retain their business with Nationwide. Probes to understand reasons for asset flight and advises alternative solutions for retention.

• Develops effective business plans to achieve scorecard requirements.

• Represents ISS in meetings and initiatives such as advisory boards, relationship strategy partnerships, etc. Performs in an informal leadership role and serves as a facilitator and point of reference to drive success f