Regional Retirement Solutions Wholesaler (CA/NV)

Nationwide Mutual Insurance Company; California; Hybrid; USD 90.000 - 110.000; Vollzeit

Benefits dieser Stelle

Medical/dental/vision

Life insurance

Disability coverage

Paid time off 18 days per year

Nine paid holidays

401(k) with company match

Pension plan

Business casual attire

Zusammenfassung

Nationwide is seeking a Regional Wholesaler to promote retirement plan products to financial intermediaries in Northern California, Fresno and Nevada. The role focuses on building advisor relationships, educating Investment Professionals, and driving profitable growth across the region.

You’ll work with cross-functional teams, participate in conferences, and stay current on industry trends while maintaining required licenses and registrations.

Qualifikationen

• Undergraduate studies in business, finance, communications or liberal arts preferred.
• FINRA Series 6 or 7; Series 63; Series 65; State Life/Annuity licenses required.
• CLU, ChFC, FLMI, CFP; ASPPA designations preferred.
• Minimum five years of experience in 401(k)/retirement plan sales or advisory roles; retirement-plan industry preferred.

Aufgaben

• Identify and build relationships with advisors and third party administrators.
• Educate Investment Professionals on retirement plan products and services.
• Coordinate with specialists on cross-selling opportunities and proposals.
• Assist in meetings with prospective customers and presentations.
• Maintain licenses and stay current on industry trends and regulations.

Kenntnisse

Interpersonal skills

Presentation skills

Communication skills

Time management

Organizational skills

Ausbildung

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

Tools

Siebel CRM

MS Office

Jobbeschreibung

Nationwide is seeking a Regional Wholesaler to promote retirement plan products to financial intermediaries in Northern California, Fresno and Nevada. The role focuses on building advisor relationships, educating Investment Professionals, and driving profitable growth across the region.

You’ll work with cross-functional teams, participate in conferences, and stay current on industry trends while maintaining required licenses and registrations.