Remote-Eligible Regional Financial Consultant

NBMBAA

Columbus, Scottsdale (OH, AZ)

Hybrid

USD 56,000 - 105,000

Full time

3 days ago
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Job summary

Nationwide Financial in Columbus, OH, is seeking a Regional Internal Consultant to partner with financial professionals and broker-dealers, driving growth and client success across an assigned territory. The role blends consultative sales, financial services knowledge, and relationship management to identify opportunities and present tailored solutions.

The ideal candidate will be results-driven, organized, and able to balance priorities while delivering exceptional service; mentoring newer

Qualifications

  • Undergraduate degree in human ecology, business, finance, communications, marketing or related field required.
  • FINRA Series 6 and Series 63 licenses required; Series 63 within 120 days of start.
  • Three years of sales experience in a financial services environment preferred.
  • Strong consultative sales, relationship-building and product knowledge.

Responsibilities

  • Initiates daily contacts to build relationships with targeted business partners.
  • Develops strategic partnerships to meet territory performance requirements.
  • Evaluates viability of business partners and advises on appropriate strategies.
  • Provides illustrations, proposals and product information to partners.
  • Offers financial expertise and practice management advice to partners.
  • Supports campaigns and advises on sales ideas and solutions.
  • Collaborates with external sales to grow the business.
  • Travels to cover open external wholesaler territory for meetings/events.
  • Mentors and trains newer regional internal associates.

Skills

Consultative selling
Relationship building
Financial services knowledge
Customer focus
Time management
Communication skills
Influence & credibility

Education

Undergraduate degree in human ecology, business, finance, communications, marketing or related field

Job description

Nationwide Financial in Columbus, OH, is seeking a Regional Internal Consultant to partner with financial professionals and broker-dealers, driving growth and client success across an assigned territory. The role blends consultative sales, financial services knowledge, and relationship management to identify opportunities and present tailored solutions.

The ideal candidate will be results-driven, organized, and able to balance priorities while delivering exceptional service; mentoring newer

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