Regional Internal Consultant for Growth & Partnerships

Remote Jobs; Grandview Heights (OH); Hybrid; USD 48,000 - 90,000; Full time

Job summary

Nationwide Financial is seeking a Senior Analyst, Regional Internal Consultant, to serve as a trusted advisor to financial professionals and internal teams within an assigned territory. The role combines consultative sales with financial services knowledge to drive growth, retention, and client success.

Success hinges on building credibility, balancing priorities, and delivering exceptional service. This role mentors newer associates and participates in strategic projects and advisory councils.

Qualifications

• Undergraduate degree in a related field preferred.
• FINRA Series 6 and Series 63 licenses required; associate must obtain within the time period designated by the business unit.
• Minimum of one year of experience in a sales-driven position.
• Fundamental knowledge of insurance and financial products and consultative sales processes.
• Strong communication, relationship-building, and time management skills.

Responsibilities

• Initiates daily contacts to targeted business partners to build relationships and advise based on client needs.
• Develops and grows strategic partnerships to meet territory performance requirements.
• Determines viability of business partners based on customer needs, business needs and products.
• Provides support materials such as illustrations, proposals and product-rider information; answers partner questions.
• Assists with case design, trainings, product updates, and point-of-sale consulting.
• Contacts business partners to support campaigns and advise on sales ideas and solutions.
• Partners with external sales force to consult with business partners to grow their business.
• Engages partners to retain their business and explore retention solutions.

Skills

FINRA Series 6

Series 63

Sales experience

Financial services knowledge

Communication skills

Education

Undergraduate degree

Job description

Nationwide Financial is seeking a Senior Analyst, Regional Internal Consultant, to serve as a trusted advisor to financial professionals and internal teams within an assigned territory. The role combines consultative sales with financial services knowledge to drive growth, retention, and client success.

Success hinges on building credibility, balancing priorities, and delivering exceptional service. This role mentors newer associates and participates in strategic projects and advisory councils.