Life Insurance Wholesaler

Nationwide; Provo (UT); Hybrid; USD 75,000 - 80,000; Full time

Benefits offered by this job

Medical/Dental/Vision insurance

Life insurance

Disability coverage

Paid time off and holidays

401(k) with company match

Pension plan

Business casual attire

Job summary

Nationwide is seeking a Life Wholesaler to market life insurance products through brokerage general agencies and partners across a multi-state territory. The role emphasizes consultative sales, relationship development, and achieving territory goals.

You will train partners on product concepts and licensing, maintain ongoing activity updates, and collaborate with Sales Management to optimize solutions for customers and distribution channels. This position requires travel and field engagement.

Qualifications

• FINRA Series 6 or 7, Series 63, State Life / Annuity Insurance Agent licenses required.
• Associates must acquire the required Federal and/or state licenses/registrations within the time period designated by the business unit.
• Experience: Between one and three years of internal wholesaling experience, as well as one to three years of external wholesaling experience of financial service products.
• Sophisticated interpersonal and written skills to effectively communicate and influence company officers, top brokers, home office and outside business partners.
• Basic Microsoft Office usage skills including Word, PowerPoint, Excel, Lotus Notes, Salesforce CRM.
• Excellent time management and organizational skills required to lead statewide sales activities and multiple sales/distribution relationships.

Responsibilities

• Market life insurance products and solutions through brokerage general agencies and independent partners.
• Lead territory sales activity to achieve production goals for life insurance products.
• Conduct face-to-face meetings, webinars, virtual meetings, and social media outreach with distribution partners.
• Provide updates to Sales Manager and share input on products and services for partners and customers.
• Manage opportunities, trials, and applications within the assigned territory.
• Train partners on product concepts, illustration software, underwriting, and licensing processes.

Skills

Interpersonal skills

Public speaking

Time management

Organizational skills

Education

Undergraduate studies in business, finance, communications or liberal arts

Tools

Word

PowerPoint

Excel

Lotus Notes

Salesforce CRM

Job description

Are you passionate about being part of a team at a Fortune 100 company with nearly $70 billion in annual sales that delivers extraordinary care to help individuals and businesses prepare for and protect their future? If so, then Nationwide Financial could be the place for you! Our customers and partners are at the center of everything we do and we're looking for associates who are passionate about delivering extraordinary care. This RVP role will cover the territory of Washington, Oregon, Idaho, Utah, and Colorado for our World Financial Group (WFG) clients. It is strongly preferred that the candidate live in the greater Seattle metropolitan area.

Do you enjoy connecting with people to promote solutions 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!

As a Life Wholesaler, you'll market life insurance products and solutions through brokerage general agencies, producer groups, broker dealers, independent marketing organizations, and with financial professionals. Your role is the highlight Nationwide's life insurance products and services using a consultative sales approach. Provides support and expertise to key distribution partners within assigned, geographic territory including face-to-face meetings, webinars, virtual meetings, and social media posts.

Utilizes a consultative approach to help key distribution partners identify customer needs and lead to a product recommendation. Consults with advisors by analyzing financial services products to determine the best solutions for their business and clients.

Employ a business-plan approach to establish a rotation of sales activity and touch-points for the targeted group of distribution partners to acquire, grow and sustain the viability of those business relationships while achieving or exceeding territory production goals for life insurance products.

Ability to analyze and manipulate data from many resources, and use tools for a focused, multiple touch-point process, which will include a combination of face-to-face meetings, social media, digital marketing, telephone calls, emails, virtual meetings, webinars, etc.

Actively manages pending opportunities, trials and formal applications within assigned territory.

Conducts training on product, life insurance sales concepts, illustration software, underwriting, practice management topics, licensing, procedures, processes and services provided by Nationwide.

Provides sales management with weekly updates on activity.

Provides input on products, solutions and services to serve distribution partner and customer needs.

Completes and documents territory activities to assure they are meeting overall company objectives.

Reports to Sales Manager.

Undergraduate studies in business, finance, communications or liberal arts preferred.

FINRA Series 6 or 7, Series 63, State Life / Annuity Insurance Agent licenses required. Associates must acquire the required Federal and/or state licenses/registrations within the time period designated by the business unit. Additional licenses/registrations may be required when new products and services are implemented. If an associate is unable to acquire required licenses/registrations within the designated time period, the associate will be ineligible to continue in the position.

Experience: Between one and three years of internal wholesaling experience, as well as one to three years of external wholesaling experience of financial service products

Financial service products, life insurance, long term care insurance, contracts, securities trading and regulation, and competitor products, policies, practices and procedures in customer service and investment product processing. Sophisticated interpersonal and written skills to effectively communicate and influence 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 of up to 200 people. Ability to effectively teach state continuing education courses to industry professionals. Basic Microsoft office usage skills including a solid understanding of Word, PowerPoint, Excel, Lotus Notes, Salesforce CRM. Excellent time management and organizational skills required to lead statewide sales activities and multiple sales/distribution relationships.

Overtime Eligibility: Not Eligible (Exempt).

Work from home sales office environment. Requires frequent field travel and may require overnight travel. Credit/Background Check: Due to the fiduciary account abilities within this job, a valid credit check and/or background check will be required as part of the selection process.

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. We celebrate diversity and are committed to creating an inclusive culture where everyone feels challenged, appreciated, respected and engaged. We value the partnerships we have built with our preferred vendors. Nationwide pays on a geographic-specific salary structure and placement within the actual starting salary range for this position will be determined by a number of factors including the skills, education, training, credentials and experience of the candidate; If a Sales job, Sales Incentives, based on performance goals are possible in addition to this range. Note on Compensation for Part-Time Roles: Please be aware that the salary ranges listed below reflect full-time compensation. Actual compensation may be prorated based on the number of hours worked relative to a full-time schedule.The national salary range for Regional Wholesaler - Life : $75,000-$80,168.40The expected starting salary range for Regional Wholesaler - Life : $75,000-$75,000