Regional Wholesaler - Retirement Solutions (RVP Corporate/Private Sector Retirement Plans)

Are you passionate about being part of a team that delivers extraordinary care to help individuals and businesses prepare for and protect their retirement? If so, then Nationwide Financial could be the place for you! At Nationwide®, “on your side” goes beyond just words. Our customers are at the center of everything we do and we’re looking for associates who are passionate about delivering extraordinary care.

This position will cover the territory of Minnesota and most of Wisconsin (not including the Chicagoland area) for our Corporate/Private Sector Retirement Plans team. Living within the Minneapolis-St. Paul area is strongly preferred.

This is an H.99 band role.

#LI-COLE

Job Description Summary

Do you enjoy connecting with people to promote products 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 Regional Wholesaler, we'll count on you to sell Nationwide retirement plan investment products through financial intermediaries to retirement plan sponsors.

Job Description

Key Responsibilities:  

• Identifies and builds relationships with advisors and third party administrators to promote Nationwide products and services. Assists Investment Professionals (IPs) to identify and market to prospects. Educates IPs on all aspects of retirement plan business. Encourages repeat business with IPs and acquires referrals to other IPs. Coordinates with Nationwide's team of specialists regarding cross-selling opportunities, referrals and joint meetings.

• Coordinates with corporate staff and third-party administrators to prepare proposals, presentations and closing paperwork. Assist IPs at meetings with prospective customers, including fact finding and presentations.

• Promotes Nationwide products and services when appropriate and focuses on profitable growth in the territory he/she represents. 

• Assists in asset retention and servicing on a case-by-case basis, including field visits with IPs and customers and coordination with corporate office.

• Participates in and promotes Nationwide at industry-wide conferences and broker/dealer conferences. Coordinates and conducts city-wide group meetings within region.

• Contributes to Nationwide’s national and divisional meetings. Serves on special field committees as assigned. Provides input as requested about products, services, competitors, industry trends, etc.

• Prepares activity, expense and other reports. Participates in company conference calls, and virtual meetings.

• Stays current with industry trends, products, services and competitors. Maintain required ongoing license and designation education, FINRA requirements, company policies, practices and education. Reviews, advises and participates actively in issues about new financial and administrative system development to develop and share accurate financial data within Nationwide Financial Services.

• Manages territory to coordinate with other distributions systems.

May perform other responsibilities as assigned.

Reporting Relationships:  Reports to Manager.  No direct reports.

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, Series 65, State Life/Annuity Insurance Agent licenses required. CLU, ChFC, FLMI, CFP, ASPPA designations preferred. Associates must acquire 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 to obtain required licenses/registrations within the designated time period, the associate will be ineligible to continue in the position.

Experience: Minimum five years of experience in 401(k)/retirement plan business with advisor driven market preferred, and/or direct 401(k) sales experience. Investment profession