Northwest Regional Life Insurance Wholesaler

Nationwide

Salem (OR)

Remote

USD 75,000 - 80,000

Full time

7 days ago
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Benefits offered by this job

Medical/Dental/Vision
Life Insurance
Disability
PTO 18 days
Paid holidays
401(k) match
Pension plan
Business casual

Job summary

Nationwide is seeking a Regional Wholesaler - Life to cover the Northwest territory (WA, OR, ID, UT, CO). The role focuses on building durable relationships with key distribution partners and delivering expert guidance on financial products and solutions.

You will lead training, analyze data to identify opportunities, and drive territory activity to meet or exceed life insurance production goals, traveling across the assigned region and engaging via face-to-face, virtual, and social channels.

Qualifications

  • College-level mathematics, finance, statistics, economics and investment management theories/practices.
  • Knowledge of financial service products, life insurance, and related regulation.
  • Strong communication and presentation abilities for executive and partner audiences.

Responsibilities

  • Manage key distribution partner relationships across the assigned territory.
  • Provide support and product expertise to distribution partners via meetings, webinars, and digital media.
  • Analyze customer needs and lead to product recommendations for advisors and clients.
  • Assess partner needs and align marketing strategy with product questions.
  • Develop a sales activity plan to grow and sustain partner relationships while meeting production goals for life insurance.

Skills

Mathematics
Finance
Statistics
Economics
Investment management
Interpersonal skills
Written communication
Presentation skills
Data analysis

Education

Undergraduate studies in business/finance/communications/liberal arts

Tools

Microsoft Office
PowerPoint
Excel
Lotus Notes
Salesforce CRM

Job description

Nationwide is seeking a Regional Wholesaler - Life to cover the Northwest territory (WA, OR, ID, UT, CO). The role focuses on building durable relationships with key distribution partners and delivering expert guidance on financial products and solutions.

You will lead training, analyze data to identify opportunities, and drive territory activity to meet or exceed life insurance production goals, traveling across the assigned region and engaging via face-to-face, virtual, and social channels.

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