Regional Retirement Solutions Specialist

Nationwide Mutual Insurance Company; Brea (CA); On-site; USD 90,000 - 110,000; Full time

Benefits offered by this job

Medical/Dental/Vision

Life Insurance

Paid Time Off

Job summary

Nationwide Financial is seeking a Regional Wholesaler to promote retirement plan products through financial intermediaries across Northern California, Fresno, and Nevada. The role emphasizes relationship-building with advisors and administrators, with extensive travel and industry involvement.

The candidate will educate investment professionals on retirement plan products, coordinate with specialists, and drive profitable growth in the assigned territory while maintaining licensure and

Qualifications

• Five years of experience in 401(k)/retirement plan business or related advisory roles.

Responsibilities

• Build relationships with advisors and third-party administrators to promote Nationwide products.
• Prepare proposals, presentations and closing paperwork with IPs and clients.
• Coordinate with corporate staff to support sales opportunities and cross-sell.
• Maintain ongoing license and designations as required.

Skills

Interpersonal skills

Presentation skills

Industry knowledge

Microsoft Office

Education

Undergraduate studies in business/finance/communications

Tools

Siebel CRM

Job description

Nationwide Financial is seeking a Regional Wholesaler to promote retirement plan products through financial intermediaries across Northern California, Fresno, and Nevada. The role emphasizes relationship-building with advisors and administrators, with extensive travel and industry involvement.

The candidate will educate investment professionals on retirement plan products, coordinate with specialists, and drive profitable growth in the assigned territory while maintaining licensure and