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Regional Wholesaler (RVP) - Annuity Brokerage

Nationwide

CaliforniaSenior
Sign in to applyVerified 1h ago
Location
California
Work model
On-Site
Level
Senior

About this role

Are you passionate about being part of a team at a Fortune 100 company with nearly $70 billion in annual sales 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 role will serve our clients in the Northern California area and will require living within the territory. 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 well-being of customers? If you can form lasting relationships, solve challenges with exceptional service and develop and share expertise about financial products and services, we want to know more about you! As a Regional Wholesaler, you'll market annuity service products through various financial institutions including banks, wire houses and independent broker dealers.

Job Description

Key Responsibilities: Identifies and connects with financial advisors to promote annuity products and services. Assists financial advisors in identifying and marketing to prospects and educates them on all aspects of the annuity business. Encourages repeat business with financial advisors and acquires referrals to other financial advisors. Coordinates with Nationwide's team of specialists regarding cross-selling opportunities, referrals and joint meetings. Conducts training at local financial institution offices to market products through seminars, meetings and one-on-one sessions on products within assigned territory. Provides field support and expertise to producers, including public seminars and client visitations. Participates in exhibitions, seminars and presentations, meetings with top producers and other formal financial institution gatherings. Coordinates local financial institutions input, suggestions and questions on products. Acts as a liaison with the corporate headquarters. Provides sales management with weekly updates on territory activity. Coordinates the licensing of producers within assigned territory. Manages territory to coordinate with other distribution systems. Provides input on products and services that will serve customer needs and produce sufficient volume and profits. Monitors territory activities to assure company objectives are met. Visits visit key producer offices on a regular basis. May perform other responsibilities as assigned. Reporting Relationships: Reports to Sales Manager . 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, 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 acquire required licenses/registrations within the designated time period, the associate will be ineligible to continue in the position.

Experience

Five years internal or external wholesaling experience of financial service products through broker dealer firms. Knowledge, Abilities and Skills: College-level mathematics, finance, statistics, economics, economics and investment management theories/practices. Very strong interpersonal and written skills to effectively interact directly with 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 up to 200 people. Ability to effective ly teach

Listing verified 1h ago. Applications go through the company's official careers site.

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