Regional Life Insurance Wholesaler — Mid-Atlantic

Nationwide Mutual Insurance Company

Mount Laurel Township (NJ)

Remote

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
PTO with 18 days per year
Nine paid holidays
401(k) with company match
Pension plan
Business casual attire

Job summary

Nationwide Mutual Insurance Company is seeking a Life Wholesaler to drive life insurance solutions through brokerage partners in a Mid-Atlantic territory. This role emphasizes consultative sales, partner relationship management, and in-depth product knowledge.

The position requires licenses (FINRA Series 6/7, Series 63, Life/Annuity) and 1–3 years of wholesaling experience, with a preference for NJ/VA residency.

Qualifications

  • Bachelor's degree in business, finance, communications or liberal arts preferred.
  • FINRA Series 6 or 7, Series 63, State Life/Annuity licenses required; CLU/ChFC/CFP/ASPPA/CLTC preferred.
  • 1–3 years of internal and 1–3 years of external wholesaling experience in financial services products.
  • Strong knowledge of financial products, life insurance, and related regulatory landscape.

Responsibilities

  • Manage key distribution partner relationships across an assigned territory.
  • Provide support and expertise via meetings, webinars, virtual meetings, and social media.
  • Apply a consultative approach to identify customer needs and propose suitable life insurance solutions.
  • Monitor partner needs and coordinate marketing strategy and product questions.
  • Develop a sales plan to rotate activities and touchpoints to grow and sustain partner relationships.
  • Analyze data from multiple sources and use tools for multi-touch outreach (in person, social, digital, calls, emails).
  • Manage opportunities, trials, and applications within territory.
  • Conduct training on product concepts, compliance, licensing, and sales practices.
  • Provide weekly activity updates to sales management.
  • Contribute input on products and services to meet partner and customer needs.

Skills

Interpersonal skills
Written communication
Presentation skills
Teaching CE courses
Microsoft Office
Salesforce CRM
Time management
Organizational skills

Education

Bachelor's degree in business/finance/communications

Tools

Word
PowerPoint
Excel
Lotus Notes
Salesforce CRM

Job description

Nationwide Mutual Insurance Company is seeking a Life Wholesaler to drive life insurance solutions through brokerage partners in a Mid-Atlantic territory. This role emphasizes consultative sales, partner relationship management, and in-depth product knowledge.

The position requires licenses (FINRA Series 6/7, Series 63, Life/Annuity) and 1–3 years of wholesaling experience, with a preference for NJ/VA residency.

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