Sr. Analyst, Regional Internal Consultant - ISS Annuity Sales

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.

Internal Comp Grade is E.SD55

This position requires a Series 6 at the time of application and your 63 within 120 days of hire.

This is a hybrid position located in Columbus Ohio and you will be required to come into the office three days a week. You will be required to live within 35 miles of the Columbus OH office.

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 Professional 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 Senior Analyst, you’ll build and retain strategic relationships with financial professionals, administrators and/or plan sponsors and participants (clients) through advising and consulting to drive the business unit sales goals. You’ll have opportunities to partner with multiple contact points across the sales process.

Job Description

Key Responsibilities:

• Initiates daily contacts to targeted business partners to build relationships, discover needs where products and services apply and to consult and advise based on their clients’ needs.  

• Develops and grows strategic partnerships and relationships with business partners to meet territory management performance requirements.

• Determines viability of business partners based on customer needs, business needs and products.

• Responds to requests from business partners and external sales within assigned territory, providing support materials such as illustrations, proposals and product/rider information. Addresses any questions or concerns the business partner may have regarding support materials.

• Assists with case design, business consultations, product updates, training, product rollouts and point-of-sale consulting.

• Contacts business partners to support of campaigns highlighting product features and benefits and advises business partners on pertinent sales ideas and solutions (i.e. new/old products, cross-selling opportunities, etc.).

• Partners with external sales force to consult with business partners 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. Works to understand reasons for asset flight and advises alternative solutions for retention.

May perform other responsibilities as assigned.

Reporting Relationships: Reports to Manager and has no direct reports.

Typical Skills and Experiences:

Education: Undergraduate degree in human ecology, business, finance, communications, marketing or related field preferred.

License/Certification/Designation: FINRA Series 6 and Series 63 licenses required. Associate 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 one year of experience in a sales-driven position. Experience in a sales or service call center environment preferred, as well as financial services background.

Knowledge, Abilities and Skills: Fundamental knowled