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Regional Vice President – Annuities – Specialty Markets
| Company | Nationwide |
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| Location | Chicago, IL, USA |
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| Salary | $65000 – $77968.8 |
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| Type | Full-Time |
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| Degrees | Bachelor’s |
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| Experience Level | Senior |
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Requirements
- Undergraduate studies in business, finance, communications or liberal arts preferred
- FINRA Series 6 or 7, Series 63, State Life/Annuity Insurance Agent licenses required
- Five years internal or external wholesaling experience of financial service products through broker dealer firms
- College-level mathematics, finance, statistics, 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 effectively teach state continuing education courses to industry professionals
- Basic Microsoft office usage skills including Word, PowerPoint, Excel, Seibel CRM
- Excellent time management and organizational skills required to manage statewide sales activities and multiple sales/distribution relationships (independent administrators and financial intermediaries)
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 key producer offices on a regular basis
Preferred Qualifications
- CLU, ChFC, FLMI, CFP, ASPPA designations preferred
