Sr Analyst, Territory Development - Life Sales

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.

Must obtain FINRA SIE, Series 6, and Series 63 within 120 days of start date.

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, 43212

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

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

It is our intention to fill this role in Columbus, Ohio or Scottsdale, AZ. However, on occasion, applications from internal candidates working remotely who bring critical industry skills and relevant experience may be considered.

This role does not qualify for employer-sponsored work authorization.  Nationwide does not participate in the Stem OPT Extension program.

Internal Compensation Grade: E.SD55

Job Description Summary

Are you interested in developing sales skills and being introduced to the Financial Services industry? Do you enjoy consultative product positioning where your solutions can improve the financial wellbeing of clients? 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 Sr. Analyst, Life Territory Development, you'll complete a 3-month paid in house training program and learn how to be an effective sales associate. Once fully licensed you will begin to introduce financial professionals to Nationwide and our product offerings. You’ll have the opportunity to develop your career and partner with experienced wholesalers to support the business unit sales goals as a registered broker dealer rep.

Job Description

Key Responsibilities:   

• Proactively builds relationships with prospective financial professionals by introducing Nationwide Life Insurance and Long-Term Care Products to qualified, warm leads. Partners with financial professionals to understand their business needs and consult on how Nationwide solutions may fit their portfolios.  

• Identifies distribution opportunities and creates successful transitions in partnership with their Internal and External wholesalers. 

• Performs analysis by creating hypotheticals and other support materials requested by financial professionals, including life comparison analysis, portfolio mapping, fund analysis and Morningstar reports. 

• Partners with Internal and External wholesalers to maintain territory pipelines and other sales management reports. 

• Develops professionally through sales training, coaching sessions and mentorship with Senior Territory Development Consultants and Wholesalers. 

• Achieves scorecard requirements such as activity and quality metrics, product knowledge, development of territory, teamwork and professional development. 

May perform other responsibilities as assigned. 

 

Reporting Relationships: Reports to Supervisor or Manager and does not have direct reports. 

 

Typical Skills and Experiences:   

 

Education: Undergraduate degree in finance, sales, business, marketing or related fields preferred. 

 

License/Certification/Designation: Successful completion of in-house training program, FINRA SIE, Series 6, and Series 63  licenses 120 days post-hire is required. 

 

Experience: Relevant industry or sales experience preferred. 

 

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