Regional Wholesaler (RVP) - LTC and CareMatters

Nationwide Financial; Texas; On-site; USD 75,000 - 80,000; Full time

Benefits offered by this job

Medical/dental/vision

Life insurance

Disability coverage

Paid time off

9 paid holidays

401(k) with company match

Company-paid pension plan

Business casual attire

Job summary

Nationwide Financial in Texas is seeking a Regional Wholesaler for Long Term Care Sales - Life to grow our distribution network and territory revenue. You will work with brokerage general agencies, producer groups and financial professionals using a consultative selling approach.

Expect 75% travel to meet partners, analyze client needs, and present tailored LTC solutions. Licenses are required or pursued, with growth opportunities in a Fortune 100 company committed to extraordinary care.

Qualifications

• Undergraduate studies in business, finance, communications or liberal arts preferred.
• FINRA Series 6 or 7, Series 63, State Life/Annuity licenses required; advanced designations preferred.
• Associates must acquire required licenses within the designated time period.
• Between one and three years of internal wholesaling experience.

Responsibilities

• Provide support to key distribution partners with meetings, webinars, and social media outreach.
• Use a consultative approach to identify customer needs and recommend solutions.
• Assess partners' needs and align marketing strategy with product questions.
• Develop a business plan to drive territory production goals for life products.

Skills

Wholesaling experience

Sales planning

Relationship building

Consultative selling

Education

Undergraduate studies in business/finance/communications or liberal arts

Tools

Salesforce CRM

Microsoft Word

Microsoft Excel

PowerPoint

Lotus Notes

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 support our Long Term Care and CareMatters products for the state of Texas along with a number of other States ranging from Colorado to North Carolina and in between.

The role will require approximately 75% travel, and candidates will need to live near a major metropolitan airport in Texas. Living in the Dallas-Fort Worth metroplex is preferred.

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 wholesaler, you’ll position our Long Term Care products and solutions through brokerage general agencies, producer groups and financial professionals, using a consultative sales approach.

Job Description

Key Responsibilities:

• Provides support and expertise to key distribution partners within assigned, geographic territory including face-to-face meetings, webinars, virtual meetings, and social media posts.
• Utilizes a consultative approach to help key distribution partners identify customer needs and lead to a product recommendation. Consults with advisors by analyzing financial services products to determine the best solutions for their business and clients.
• Regularly assess key partners in order to understand the needs and expectations of their business.
• Advocates on behalf of the key distribution partners to ensure their needs, goals, opportunities, and concerns are understood within Nationwide. Evaluates and recommends solutions to marketing strategy and product questions.
• Employ a business-plan approach to establish a rotation of sales activity and touch-points for the targeted group of distribution partners to acquire, grow and sustain the viability of those business relationships while achieving or exceeding territory production goals for life insurance products.
• Ability to analyze and manipulate data from many resources, and use tools for a focused, multiple touch-point process, which will include a combination of face-to-face meetings, social media, digital marketing, telephone calls, emails, virtual meetings, webinars, etc.
• Actively manages pending opportunities, trials and formal applications within assigned territory.
• Conducts training on product, life insurance sales concepts, illustration software, underwriting, practice management topics, licensing, procedures, processes and services provided by Nationwide.
• Provides sales management with weekly updates on activity.
• Provides input on products, solutions and services to serve distribution partner and customer needs.
• Completes and documents territory activities to assure they are meeting overall company objectives.

Reporting Relationships

May perform other responsibilities as assigned.

Typical Skills And Experiences

Education

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

License

FINRA Series 6 or 7, Series 63, State Life / Annuity Insurance Agent licenses required. CLU, ChFC, FLMI, CFP, ASPPA, CLTC 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 is unable to acquire required licenses/registrations within the designated time period, the associate will be ineligible to continue in the position.

Experience

Between one and three years of internal wholesaling experience of financial service products.

Knowledge, Abilities and Skills

College-level mathematics, finance, statistics, economics, economics and investment management theories/practices. Financial service products, life insurance, long term care insurance, contracts, securities trading and regulation, and competitor products, policies, practices and procedures in customer service and investment product processing. Sophisticated interpersonal and written skills to effectively communicate and influence 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 of up to 200 people. Ability to effectively teach state continuing education courses to industry professionals. Basic Microsoft office usage skills including a solid understanding of Word, PowerPoint, Excel, Lotus Notes, Salesforce CRM. Excellent time management and organizational skills required to lead statewide sales activities and multiple sales/distribution relationships.

Other Criteria

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 Human Resource Business Partner.

Values

Regularly and consistently demonstrates Nationwide Values.

Job Conditions

Working Conditions

Lives in assigned, geographical territory, be able to travel regularly, and have an area at home where they can perform their office duties.

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.

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.

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, Long Term Care Sales - Life : $75,000-$80,168.40

The expected starting salary range for Regional Wholesaler, Long Term Care Sales - Life : $75,000-$75,000