Internal Wholesaler - Retirement Plans

What you’ll really do day-to-day

• Prospect & consult: Make proactive daily outreach to Financial Professionals (FAs/advisors, plan sponsors, administrators) to uncover needs, position product solutions, and support practice management.
• Territory co-ownership: Operate in sync with an External Wholesaler—planning campaigns, following up post-meeting, handling illustrations/proposals, and progressing opportunities through the pipeline.
• Market intelligence: Stay on top of product updates, competitor positioning, regulation/state changes, and market moves—translate that into timely sales ideas.
• Licensing: FINRA
  Series 6 & 63 (or ability to obtain within business-unit timeline). Additional registrations may be required as products evolve.

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 Professionals 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 Specialist, you’ll build, grow and retain strategic relationships with financial professionals, administrators and/or plan sponsors and participants (clients) through advising and consulting, in support of business unit sales goals. We’ll count on you to works effectively with multiple contact points across the sales process.

• Initiates daily contacts to targeted business partners to build relationships, discover appropriate needs where products and services apply and consults and advises based on clients’ needs.

• Develops and grows strategic business partnerships and relationships with business partners to meet territory management performance requirements. Acts as a consultative link between business partners and Nationwide Financial (NF). Applies knowledge of industry trends, competitive intelligence, state legislation, market movements and investment changes/performance to advise and consult with business partners.

• Evaluates and determines viability of business partners with respect to customer needs, business needs and products. Acts as a consultant to provide the most appropriate strategies/solutions to meet these needs.

• Responds to requests from business partners and external sales within assigned territory, providing support materials such as illustrations, proposals and product/rider information. Consults with the business partners to address concerns about not using a NF product and help them be more comfortable with NF’s solutions in the future.

• Acts as a consultant by proactively providing financial expertise, recommendations and practice management advice to business partners within assigned territory.

• Executes proactive contacts with business partners to support campaigns highlighting product features and benefits and advises business partners on pertinent sales ideas and solutions.

• 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 business. Works to understand reasons for asset flight and advises alternative solutions for retention.

• Represents Internal Sales and Service (ISS) in meetings and initiatives such as advisory boards, relationship strategy partnerships and other committees.

• Consults with functions across Nationwide such as Marketing, Business Performance Excellence and Product Development to build competitive products and services.

• Travels and covers open external wholesaler territory, on a temporary basis and for conducting in person meetings and Broker dealer events.

• Serves as a role model to and helps train newer regional internal associates. Assists with team meetings.

May perform other responsibilities as assigned.

Reports to a Manager and does not have direct reports.