Remote Life Wholesaler – Mid-Atlantic Territory

Nationwide; New Jersey; Remote; USD 75,000 - 80,000; Full time

Benefits offered by this job

Medical/dental/vision

Life insurance

Company pension

Paid time off

Holidays

401(k) with match

Job summary

Nationwide is seeking a Regional Wholesaler - Life to cover the Mid-Atlantic region, preferably living in New Jersey or Virginia. The role focuses on marketing life insurance products through broker networks using a consultative sales approach.

You will build and maintain partner relationships, provide training and support, analyze client needs, and drive territory production while complying with licensing and travel requirements.

Qualifications

• Undergraduate studies in business, finance, communications or liberal arts preferred.
• FINRA Series 6 or 7, Series 63, and life/annuities licenses required; professional designations preferred.
• Between one and three years of internal wholesaling experience, and one to three years of external wholesaling experience.

Responsibilities

• Manages key distribution partner relationships across assigned geographic territory.
• Provides support and expertise to key distribution partners within assigned territory including face-to-face meetings, webinars, virtual meetings, and social media posts.
• Uses a consultative approach to help key partners identify customer needs and recommend product solutions for their clients.
• Regularly assess key partners to understand their business needs and expectations.
• Advocates for partners to ensure their needs and goals are understood; evaluates marketing and product questions.
• Employs a business-plan approach to establish a rotation of sales activity to achieve territory production goals for life products.
• Ability to analyze data from multiple resources and use tools for a focused touch-point process (in-person, digital, calls, emails).
• Conducts training on product, life insurance concepts, licensing, procedures, and services provided by Nationwide.
• Provides weekly activity updates to Sales management.

Skills

Finance knowledge

Interpersonal skills

Presentation skills

Time management

Sales analytics

CRM (Salesforce)

MS Office (Word, PowerPoint, Excel)

Education

Business/finance degree preferred

Tools

Salesforce CRM

Microsoft Office

Job description

Nationwide is seeking a Regional Wholesaler - Life to cover the Mid-Atlantic region, preferably living in New Jersey or Virginia. The role focuses on marketing life insurance products through broker networks using a consultative sales approach.

You will build and maintain partner relationships, provide training and support, analyze client needs, and drive territory production while complying with licensing and travel requirements.