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

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

Benefits offered by this job

Medical/dental/vision insurance

Life insurance

Disability coverage

PTO 18 days/year + holidays

9 paid holidays

401(k) with company match

Company pension plan

Business casual attire

Job summary

Nationwide seeks a Regional Wholesaler for Retirement Solutions to sell retirement plan products through financial intermediaries within Minnesota and surrounding states. The role is fully remote with travel 3-4 days per week, including occasional overnights and field visits to IPs and clients.

You will educate intermediaries about retirement plans, participate in meetings with prospects, and ensure ongoing FINRA and license education. Prior 401(k) retirement experience is highly valued.

Qualifications

• Minimum five years of experience in 401(k)/retirement plan business with advisor driven market preferred.
• Experience as investment professional, internal or external wholesaler, field servicing or relationship management within financial services.
• Retirement plan industry experience preferred.
• Strong interpersonal and written skills; excellent group presentation skills; time management and organizational skills.

Responsibilities

• Sell retirement plan investment products through financial intermediaries.
• Educate IPs on all aspects of retirement plan business.
• Assist IPs at meetings with prospective customers, including fact finding and presentations.
• Assist in asset retention and servicing on a case-by-case basis, including field visits with IPs and customers.
• Participate in company conference calls and virtual meetings.
• Maintain ongoing license and designation education; FINRA requirements.
• Review and participate in development of new financial and administrative systems.

Skills

Relationship building

Interpersonal skills

Written communication

Presentation skills

Time management

Organizational skills

Education

Undergraduate studies in business/finance/communications/liberal arts

Tools

Word

PowerPoint

Excel

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! 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. This is a fully remote job, but travel will be a weekly requirement.

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. Educates IPs on all aspects of retirement plan business. Assist IPs at meetings with prospective customers, including fact finding and presentations.

Assists in asset retention and servicing on a case-by-case basis, including field visits with IPs and customers and coordination with corporate office.

Serves on special field committees as assigned. Participates in company conference calls, and virtual meetings.

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.

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

FINRA Series 6 or 7, Series 63, Series 65, State Life/Annuity Insurance Agent licenses required. 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.

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).

Overtime Eligibility: Working Conditions: Travel 3 - 4 days/week, including routinely 1 - 2 nights/week. 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

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

We celebrate diversity and are committed to creating an inclusive culture where everyone feels challenged, appreciated, respected and engaged.

Nationwide Mutual Insurance Company, its affiliates and subsidiaries comply with the Iowa Smokefree Air Act.

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 .

We value the partnerships we have built with our preferred vendors.

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; 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-$100,000

The expected starting salary range for Regional Wholesaler - Retirement Solutions : $100,000-$100,000