Territory Consultant – Annuity Specialty Markets
| Company | Nationwide |
|---|---|
| Location | Scottsdale, AZ, USA, Columbus, OH, USA |
| Salary | $Not Provided – $Not Provided |
| Type | Full-Time |
| Degrees | Bachelor’s |
| Experience Level | Entry Level/New Grad, Junior |
Requirements
- Undergraduate degree in finance, sales, business, marketing or related fields 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.
- Relevant industry or sales experience preferred.
- 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.
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.
Preferred Qualifications
- Relevant industry or sales experience preferred.
- Proven knowledge of insurance products and the sales process preferred.