Hybrid Territory Consultant - Annuity Solutions

Nationwide Mutual Insurance Company; Scottsdale (AZ); Hybrid; USD 46,000 - 82,000; Full time

Benefits offered by this job

Sign-on bonus $2,000

Hybrid work model

Job summary

Nationwide Financial in Scottsdale, AZ, seeks a Territory Consultant to develop sales with financial professionals and introduce Nationwide Annuities. In this hybrid role, you will complete in-house training and pursue FINRA SIE, Series 6, Series 63, and life/annuity licenses within 120 days.

You will build relationships, identify distribution opportunities, support portfolio analysis, and collaborate with hybrid wholesalers to grow territory performance.

Qualifications

• FINRA SIE, Series 6, Series 63 and State Life/Annuity Insurance Agent licenses must be obtained within 120 days post-hire.
• Internal in-house training program completion is required.
• Licensing requirements include State Life/Annuity Insurance Agent licenses.

Responsibilities

• Proactively builds relationships with prospective financial professionals by introducing Nationwide Annuities to qualified, warm leads.
• Identifies distribution opportunities and creates successful transitions with hybrid wholesalers.
• Performs analysis including hypotheticals, annuity comparison analysis, portfolio mapping and Morningstar reports.
• Partners with hybrid wholesalers to maintain territory pipelines and sales reports.
• Meets scorecard requirements for activity, product knowledge, development of territory, teamwork and professional development.
• Provides territory coverage in the absence of a Hybrid Wholesaler.

Skills

Relationship Building

Consultative Selling

Professional Communication

Presentation Skills

Education

Undergraduate degree in finance or business

Job description

Nationwide Financial in Scottsdale, AZ, seeks a Territory Consultant to develop sales with financial professionals and introduce Nationwide Annuities. In this hybrid role, you will complete in-house training and pursue FINRA SIE, Series 6, Series 63, and life/annuity licenses within 120 days.

You will build relationships, identify distribution opportunities, support portfolio analysis, and collaborate with hybrid wholesalers to grow territory performance.