Territory Consultant - Brokerage Annuity Distribution
Nationwide
Scottsdale, Arizona
Full-Time
$70
RemoteSenior
This is a hybrid (flexible) role that will operate in both an office environment and work from home with 3 days in office and 2 days remote.
Opening is located in Scottsdale, AZ.
External candidates are eligible for a $2,000 sign-on bonus.
Nationwide Annuity Knowledge Preferred
FINRA Licensing Preferred
Successful completion of in-house training program, FINRA SIE, Series 6, Series 63 and State Life/Annuity Insurance Agent licenses 120 days post-hire is required.
This is an E.SD50 band role.
This role does not qualify for employer-sponsored work authorization. Nationwide does not participate in the Stem OPT Extension program.
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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!Job Description
Key Responsibilities:
Proactively builds relationships with prospective financial professionals by introducing Nationwide Annuities 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 hybrid wholesaler.
Performs analysis by creating hypotheticals and other support materials requested by financial professionals, including annuity comparison analysis, portfolio mapping, fund analysis and Morningstar reports.
Partners with hybrid wholesalers to maintain territory pipelines and other sales management reports.
Develops professionally through sales training, coaching sessions and mentorship with Senior Territory Consultants and Hybrid Wholesalers.
Achieves scorecard requirements such as activity and quality metrics, product knowledge, development of territory, teamwork and professional development.
Provides territory coverage in the absence of a Hybrid Wholesaler.
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, Series 63 and State Life/Annuity Insurance Agent licenses 120 days post-hire is required.
Experience: Relevant industry or sales experience preferred.
Knowledge, Abilities and Skills: Proven knowledge of insurance products and the sales process preferred. Motivated self-starter with a drive for results, proven independent judgment and decision-making. Ability for relationship building, positive outlook, consultative selling/advising skills, ability and willingness to follow processes, good time management/organization skills, be receptive to coaching, have a strong customer focus, ability to balance multiple priorities and have sophisticated communication skills including professional presence, listening, rapport building, writing skills and presentation abilities
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 Resources Business Partner.
Values: Regularly and consistently demonstrates Nationwide Values.
Job Conditions:
Overtime Eligibility: Eligible (Non Exempt)
Working Conditions: Normal office conditions. Minimal travel required.
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. To learn more about the benefits we offer,click here.
Nationwide is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive culture where everyone feels challenged, appreciated, respected and engaged. Nationwide prohibits discrimination and harassment and affords equal employment opportunities to employees and applicants without regard to any characteristic (or classification) protected by applicable law.
NOTE TO EMPLOYMENT AGENCIES:
We value the partnerships we have built with our preferred vendors. Nationwide does not accept unsolicited resumes from employment agencies. All resumes submitted by employment agencies directly to any Nationwide employee or hiring manager in any form without a signed Nationwide Client Services Agreement on file and search engagement for that position will be deemed unsolicited in nature. No fee will be paid in the event the candidate is subsequently hired as a result of the referral or through other means.
Nationwide pays on a geographic-specific salary structure and placement within the actual starting salary range for this position will be determined by a number of factors including the skills, education, training, credentials and experience of the candidate; the scope, complexity and location of the role as well as the cost of labor in the market; and other conditions of employment. If a Sales job, Sales Incentives, based on performance goals are possible in addition to this range. Note on Compensation for Part-Time Roles: Please be aware that the salary ranges listed below reflect full-time compensation. Actual compensation may be prorated based on the number of hours worked relative to a full-time schedule.The national salary range for Territory Consultant - Annuity : $46,345.00-$82,000.00The expected starting salary range for Territory Consultant - Annuity : $46,345.00 - $66,000.00