Regional Wholesaler - Retirement Solutions (RVP - Corporate/Private Sector)

Nationwide Mutual Insurance Company; Minnesota; Remote; USD 90,000 - 110,000; Full time

Benefits offered by this job

Medical/dental/vision

Life insurance

Disability coverage

Paid time off

Holidays

Job summary

Nationwide Mutual Insurance Company is seeking a Regional Wholesaler to promote retirement plan products through financial intermediaries across the Minnesota, Iowa, South Dakota, North Dakota, Wyoming, and Montana region. Travel 3–4 days per week is required while the role remains fully remote.

You will educate Investment Professionals on retirement plan business, build advisor partnerships, and drive growth with cross-functional teams. A strong licensing and education background is essential.

Qualifications

• Undergraduate studies in business, finance, communications, or liberal arts preferred.
• FINRA Series 6 or 7, Series 63, Series 65, State Life/Annuity licenses required.
• Additional licenses/designations (CLU, ChFC, FLMI, CFP, ASPPA) preferred.
• Minimum five years of experience in 401(k)/retirement plan business with advisor-driven market preferred, or direct 401(k) sales experience.
• Strong interpersonal and written skills; excellent group presentation ability.
• Microsoft Office (Word, PowerPoint, Excel) and Siebel CRM proficiency.

Responsibilities

• Identifies and builds relationships with advisors and third-party administrators to promote Nationwide products and services.
• Assists Investment Professionals to identify and market to prospects.
• Educates IPs on all aspects of retirement plan business and encourages repeat business.
• Coordinates with specialists on cross-selling opportunities, referrals and joint meetings.
• Prepares proposals, presentations, and closing paperwork; assists at meetings with prospective customers.
• Promotes Nationwide products focusing on profitable growth in the territory.
• Assists in asset retention and servicing; field visits with IPs and coordination with corporate office.
• Participates in conferences and broker/dealer events; conducts city-wide meetings.
• Contributes to national and divisional meetings; serves on field committees as assigned.
• Provides input on products, services, competitors and industry trends.

Skills

Interpersonal skills

Written communication

Public speaking

Microsoft Office (Word, PowerPoint, EX

Siebel CRM

Time management

Group presentation skills

Education

Undergraduate studies in business, finance, communications or liberal arts

Tools

Siebel CRM

Job description

Are you passionate about being part of a team at a Fortune 100 company with nearly $70 billion in annual sales that delivers extraordinary care to help individuals and businesses prepare for and protect their future? If so, then Nationwide Financial could be the place for you! At Nationwide, “on your side” goes beyond just words. Our customers and partners are at the center of everything we do and we’re looking for associates who are passionate about delivering extraordinary care.**This RVP role will cover the territory of Minnesota, Iowa, South Dakota, North Dakota, Wyoming, and Montana for our Corporate/Private Sector clients. Living within the states of either Minnesota or Iowa is strongly preferred.** **This is a fully remote job, but travel will be a weekly requirement.** This is an H.99 band role. #LI-COLE**Job Description Summary**Do you enjoy connecting with people to promote products that can improve the financial wellbeing of customers? If you can form lasting relationships, solve challenges with outstanding service and develop and share expertise about financial products and services, we want to know more about you! As a Regional Wholesaler, we'll count on you to sell Nationwide retirement plan investment products through financial intermediaries to retirement plan sponsors.******Job Description********Key Responsibilities:*** Identifies and builds relationships with advisors and third party administrators to promote Nationwide products and services. Assists Investment Professionals (IPs) to identify and market to prospects. Educates IPs on all aspects of retirement plan business. Encourages repeat business with IPs and acquires referrals to other IPs. Coordinates with Nationwide's team of specialists regarding cross-selling opportunities, referrals and joint meetings.* Coordinates with corporate staff and third-party administrators to prepare proposals, presentations and closing paperwork. Assist IPs at meetings with prospective customers, including fact finding and presentations.* Promotes Nationwide products and services when appropriate and focuses on profitable growth in the territory he/she represents.* Assists in asset retention and servicing on a case-by-case basis, including field visits with IPs and customers and coordination with corporate office.* Participates in and promotes Nationwide at industry-wide conferences and broker/dealer conferences. Coordinates and conducts city-wide group meetings within region.* Contributes to Nationwide’s national and divisional meetings. Serves on special field committees as assigned. Provides input as requested about products, services, competitors, industry trends, etc.* Prepares activity, expense and other reports. Participates in company conference calls, and virtual meetings.* Stays current with industry trends, products, services and competitors. Maintain required ongoing license and designation education, FINRA requirements, company policies, practices and education. Reviews, advises and participates actively in issues about new financial and administrative system development to develop and share accurate financial data within Nationwide Financial Services.* Manages territory to coordinate with other distributions systems.May perform other responsibilities as assigned.**Reporting Relationships:** Reports to Manager. No direct reports.**Typical Skills and Experiences:****Education:** Undergraduate studies in business, finance, communications or liberal arts preferred.**License/Certification/Designation:** FINRA Series 6 or 7, Series 63, Series 65, State Life/Annuity Insurance Agent licenses required. CLU, ChFC, FLMI, CFP, ASPPA designations preferred. Associates must acquire the required Federal and/or state licenses/registrations within the time period designated by the business unit. Additional licenses/registrations may be required when new products and services are implemented. If an associate fails to obtain required licenses/registrations within the designated time period, the associate will be ineligible to continue in the position.**Experience:** Minimum five years of experience in 401(k)/retirement plan business with advisor driven market preferred, and/or direct 401(k) sales experience. Investment professional, internal or external wholesaler, field servicing or other relationship management role in the financial services industry. Retirement plan industry experience is preferred.**Knowledge, Abilities and Skills:** College-level mathematics, finance, statistics, economics, economics and investment management theories / practices. Strong interpersonal and written skills to effectively interact directly with company officers, top brokers, home office and outside business partners. Excellent group presentation skills for audiences of company owners, officers, principals, executive boards, and financial intermediaries up to 200 people. Ability to effectively instruct state continuing education courses to industry professionals. Microsoft office usage skills including Word, PowerPoint, Excel, and Seibel CRM. Excellent time management and organizational skills required to run statewide sales activities and multiple sales/distribution relationships (independent administrators and financial intermediaries).Other criteria, including leadership skills, competencies and experiences may take precedence.Staffing exceptions to the above must be approved by the hiring manager’s leader and HR Business Partner.**Values:** Regularly and consistently demonstrates the Nationwide Values.**Job Conditions:****Overtime Eligibility:** Exempt (Not Eligible)**Working Conditions:** Travel 3 - 4 days/week, including routinely 1 - 2 nights/week. Must have a valid driver’s license with satisfactory driving record in accordance with Nationwide standards.**ADA:** The above statements cover what are generally believed to be principal and essential functions of this job. Specific circumstances may allow or require some people assigned to the job to perform a somewhat different combination of duties.**Driving Record Check:** Representatives may be required to operate an automobile and have a valid driver’s license with a satisfactory driving record in accordance with the standards stated in the Company's Fleet Manual**Credit/Background Check:** Due to the fiduciary accountabilities within this job, a valid credit check and/or background check will be required as part of the selection process.**Benefits**We have an array of benefits to fit your needs, including: medical/dental/vision, life insurance, short and long term disability coverage, paid time off with newly hired associates receiving a minimum of 18 days paid time off each full calendar year pro-rated quarterly based on hire date, nine paid holidays, 8 hours of Lifetime paid time off, 8 hours of Unity Day paid time off, 401(k) with company match, company-paid pension plan, business casual attire, and more. To learn more about the benefits we offer, click here.Nationwide is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive culture where everyone feels challenged, appreciated, respected and engaged. Nationwide prohibits discrimination and harassment and affords equal employment opportunities to employees and applicants without regard to any characteristic (or classification) protected by applicable law.Smoke-Free Iowa Statement: Nationwide Mutual Insurance Company, its affiliates and subsidiaries comply with the Iowa Smokefree Air Act. Smoking is prohibited in all enclosed areas on or around company premises as well as company issued vehicles. The company offers designated smoking areas in which smoking is permitted at each individual location. The Act prohibits retaliation for reporting complaints or violations. For more information on the Iowa Smokefree Air Act, individuals may contact the Smokefree Air Act Helpline at 888-944-2247. **NOTE TO EMPLOYMENT AGENCIES:**We value the partnerships we have built with our preferred vendors. Nationwide does not accept unsolicited resumes from employment agencies. All resumes submitted by employment agencies directly to any Nationwide employee or hiring manager in any form without a signed Nationwide Client Services Agreement on file and search engagement for that position will be deemed unsolicited in nature. No fee will be paid in the event the candidate is subsequently hired as a result of the referral or through other means.Nationwide pays on a geographic-specific salary structure and placement within the actual starting salary range for this position will be determined by a number of factors including the skills, education, training, credentials and experience of the candidate; the scope, complexity and location of the role as well as the cost of labor in the market; and other conditions of employment. If a Sales job, Sales Incentives, based on performance goals are possible in addition to this range. Note on Compensation for Part-Time Roles: Please be aware that the salary ranges listed below reflect full-time compensation. Actual compensation may be prorated based on the number of hours worked relative to a full-time schedule.The national salary range for Regional Wholesaler - Retirement Solutions : $100,000-$100,000The expected starting salary range for Regional Wholesaler - Retirement Solutions : $100,000-$100,000