Overview 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, 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 RVP Wholesaler role will work with our CareMatters Long Term Care team supporting our clients in the territory of PA and NJ. Living in the territory 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 wholesaler, you’ll position our Long Term Care products and solutions through brokerage general agencies, producer groups and financial professionals, using a consultative sales approach.

Responsibilities

Provides support and expertise to key distribution partners within assigned, geographic territory including face-to-face meetings, webinars, virtual meetings, and social media posts.

Utilizes a consultative approach to help key distribution partners identify customer needs and lead to a product recommendation. Consults with advisors by analyzing financial services products to determine the best solutions for their business and clients.

Regularly assess key partners in order to understand the needs and expectations of their business.

Advocates on behalf of the key distribution partners to ensure their needs, goals, opportunities, and concerns are understood within Nationwide. Evaluates and recommends solutions to marketing strategy and product questions.

Employ a business-plan approach to establish a rotation of sales activity and touch-points for the targeted group of distribution partners to acquire, grow and sustain the viability of those business relationships while achieving or exceeding territory production goals for life insurance products.

Ability to analyze and manipulate data from many resources, and use tools for a focused, multiple touch-point process, which will include a combination of face-to-face meetings, social media, digital marketing, telephone calls, emails, virtual meetings, webinars, etc.

Actively manages pending opportunities, trials and formal applications within assigned territory.

Conducts training on product, life insurance sales concepts, illustration software, underwriting, practice management topics, licensing, procedures, processes and services provided by Nationwide.

Provides sales management with weekly updates on activity.

Provides input on products, solutions and services to serve distribution partner and customer needs.

Completes and documents territory activities to assure they are meeting overall company objectives.

May perform other responsibilities as assigned.

Reporting Relationships :

Typical Skills and Experiences :

Qualifications Education : Undergraduate studies in business, finance, communications or liberal arts preferred.

License : FINRA Series 6 or 7, Series 63, State Life / Annuity Insurance Agent licenses required. CLU, ChFC, FLMI, CFP, ASPPA, CLTC 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 is unable to acquire required licenses / registrations within the designated time period, the associate will be ineligible to continue in the position.

Experience : Between one and three years of internal wholesaling experience of financial service products.

Knowledge, Abilities and Skills : College-level mathematics, finance, statistics, economics, economics and investment management theories / practices. Financial service products, life insurance, long term care insurance, contracts, securities trading and regulation, and competitor products, policies, practices and procedures in customer service and investment product processing. Sophisticated interpersonal and written skills to effectively communicate and influence 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 of up to 200 people. Ability to effectively teach state continuing education courses to industry professionals. Basic Microsoft office usage skills including a solid understanding of Word, PowerPoint, Excel, Lotus Notes, Salesforce CRM. Excellent time management and organizational skills required to lead statewide sales activities and multiple sales / distribution relationships.

Other criteria, including leadership skills, competencies and experiences may take precedence.

Staffing exceptions to the above must be approved by the hiring manager’s leader and Human Resource Business Partner.

Values : Regularly and consistently demonstrates Nationwide Values.

Job Conditions Overtime Eligibility : Not eligible (Exempt)

Working Conditions : Lives in assigned, geographical territory, be able to travel regularly, and have an area at home where they can perform their office duties.

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.

Benefits We have an array of benefits to fit your needs, including: medical / dental / vision, life insurance, short and long term disability coverage, paid time off with newly hired associates receiving a minimum of 18 days paid time off each full calendar year pro-rated quarterly based on hire date, nine paid holidays, 8 hours of Lifetime paid time off, 8 hours of Unity Day paid time off, 401(k) with company match, company-paid pension plan, business casual attire, and more.

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