Life Insurance Regional Wholesaler: Territory Lead

Nationwide

Lone Tree (CO)

Hybrid

USD 75,000 - 80,000

Full time

2 days ago
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Benefits offered by this job

Medical/dental/vision
Life insurance
Disability coverage
Paid time off
Holidays
401(k) with company match
Pension plan
Business casual attire

Job summary

Nationwide Financial seeks a Life Wholesaler to market life insurance products through broker networks across Colorado, Kansas, Missouri, and Minnesota. The role emphasizes consultative sales, relationship building, and territory management to drive life product adoption.

You will train partners, analyze client needs, and collaborate with professionals to provide tailored solutions and ensure territory production goals are met. Strong licensing and industry knowledge are required.

Qualifications

  • College-level mathematics, finance, statistics, economics, and investment management theories/practices.
  • Knowledge of financial service products, life insurance, and investment concepts.
  • Excellent interpersonal and written communication skills for executives and partners.

Responsibilities

  • Manage key distribution partner relationships across assigned geographic territory.
  • Provide support and expertise to partners via meetings, webinars, and social posts.
  • Use a consultative approach to identify customer needs and recommend products.
  • Assess partners to understand business needs and expectations.
  • Advocate for partners to align with Nationwide strategies.
  • Establish a rotation of sales activity to achieve territory goals.
  • Analyze data from multiple sources to support outreach and decision making.
  • Conduct product and service training for partners and advisors.
  • Provide weekly activity updates to sales management.

Skills

Mathematics
Finance
Statistics
Economics
Investment management
Interpersonal skills
Presentation skills

Education

Undergraduate studies in business/finance/communications

Tools

Word
PowerPoint
Excel
Lotus Notes
Salesforce CRM

Job description

Nationwide Financial seeks a Life Wholesaler to market life insurance products through broker networks across Colorado, Kansas, Missouri, and Minnesota. The role emphasizes consultative sales, relationship building, and territory management to drive life product adoption.

You will train partners, analyze client needs, and collaborate with professionals to provide tailored solutions and ensure territory production goals are met. Strong licensing and industry knowledge are required.

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