Hybrid Wholesaler - Annuity Brokerage

Nationwide; Scottsdale (AZ); On-site; USD 60,000 - 80,000; Full time

Job summary

A leading financial services firm in Scottsdale is looking for a Hybrid Wholesaler to connect with financial advisors, promote annuity products, and develop business plans. This in-office role requires 3+ years of sales experience in the insurance or financial services industry and strong interpersonal skills. The ideal candidate will possess the necessary FINRA licenses and a proven sales track record. Benefits include comprehensive health coverage and a 401(k) plan.

Benefits

Medical/dental/vision insurance

401(k) with company match

Paid time off

Qualifications

• 3+ years of sales experience in insurance or financial services.
• Proven track record of achieving sales goals.
• Required FINRA Series 6 or 7, Series 63 licenses.

Responsibilities

• Identify and connect with prospective financial advisors.
• Consult with advisors to analyze financial products.
• Develop and execute business plans.

Skills

Interpersonal skills

Presentation skills

Consultative selling

Time management

Education

Undergraduate studies in business, sales, finance, marketing, or communications

Job description

Overview

Join to apply for the Hybrid Wholesaler - Annuity Brokerage role at Nationwide. This in-office role will work out of our Scottsdale, AZ location (4-5 days per week). This is a G.99 band role.

Job Description Summary

Do you enjoy connecting with people to promote products that can improve the financial wellbeing of customers? 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!

Key Responsibilities

• Identifies and connects with prospective financial advisors to promote annuity products and services. Maintains relationships with existing advisors to strengthen relationships.
• Consults with advisors by analyzing financial services products to determine the best solutions for their business and clients. Finds opportunities where annuity products make sense and educates the advisor through webinars and primarily virtual meetings on how to incorporate these opportunities into their clients\' portfolios. Evaluates and recommends solutions to marketing strategy and product questions.
• Utilizes internal and external sales and marketing technology and databases to acquire, grow, and retain a group of producers within assigned territory.
• Develops and executes business plans to improve productivity and ensure company objectives are met. Creates and maintains accurate data in building advisor profiles.
• Acts as a liaison with corporate/home office sales and operations teams.
• Provides sales management with weekly updates on sales activity within the assigned territory.
• Provides coaching, mentorship, and development advice to less experienced members of the team. Partners with other wholesalers to cross-sell when appropriate and build a "one team" experience for advisors.

Other Responsibilities

May Perform Other Responsibilities As Assigned.

Reporting Relationships

Reports to Sales Manager or Director.

Qualifications

Education

Undergraduate studies in business, sales, finance, marketing, or communications preferred.

License / Certification / Designation

FINRA Series 6 or 7, Series 63, and State Life/Annuity Insurance Agent licenses required. CLU, ChFC, FLMI, CFP, ASPPA designations preferred.

Experience

3 or more years sales experience in the insurance or financial services industry. Proven track record of achieving monthly and annual sales goals.

Knowledge, Abilities and Skills

Knowledge of insurance products and the consultative sales process. Knowledge of state and local laws necessary to understand the legal implications of product features in different states. Very strong interpersonal, presentation, facilitation, and consultation skills. Excellent verbal and written communication skills vital for interacting with all levels of customers. Ability to build and maintain strong working relationships with business partners. Ability to analyze financial services products to determine the best solutions for advisors and their clients. Ability to evaluate and recommend solutions to marketing strategy and product questions. Must have a drive for results, demonstrate independent judgement and decision making, possess consultative/advising skills, have good time management, and balance multiple priorities.

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 the Nationwide Values.

Job Conditions

Overtime Eligibility: Not Eligible (Exempt)

Working Conditions: Some travel to assigned territory required, typically 4-5 trips per year based on scheduled meetings and territory location. Normal office environment when not traveling.

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.

Credit / Background Check: Credit check may be required due to FINRA licenses.

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 protected by applicable law.

Note

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.