Remote Regional Retirement Plan Wholesaler

Nationwide; Minneota (MN); Remote; USD 85,000 - 115,000; Full time

Benefits offered by this job

Medical/dental/vision

Life insurance

Short and long-term disability

Paid time off

Nine paid holidays

401(k) with company match

Company pension plan

Business casual attire

Job summary

Nationwide is seeking a Regional Wholesaler to drive retirement plan sales through financial intermediaries and educate IPs on retirement plan products. The role covers MN, IA, SD, ND, WY, MT with weekly travel and alignment to corporate/Private Sector clients.

Requires 5+ years in 401(k) retirement plan sales or advisor-driven roles, plus FINRA licenses (Series 6/7, 63, 65) and ongoing education. Strong presentation and relationship-management skills are essential.

Qualifications

• Minimum five years of experience in 401(k)/retirement plan business with advisor driven market preferred, and/or direct 401(k) sales experience.
• Retirement plan industry experience preferred.
• Strong interpersonal and written skills to interact with officers, brokers, and partners.

Responsibilities

• Sell Nationwide retirement plan investment products through financial intermediaries to retirement plan sponsors.
• Educate IPs on all aspects of retirement plan business and assist at meetings with prospective customers.
• Manage field visits with IPs and customers; coordinate with corporate office.
• Maintain ongoing license and designation education; comply with FINRA requirements.

Skills

Interpersonal skills

Written communication

Public speaking

Presentation skills

Time management

Organizational skills

Microsoft Office

CRM experience

Education

Undergraduate studies in business/finance/communications/liberal arts

Tools

Siebel CRM

Job description

Nationwide is seeking a Regional Wholesaler to drive retirement plan sales through financial intermediaries and educate IPs on retirement plan products. The role covers MN, IA, SD, ND, WY, MT with weekly travel and alignment to corporate/Private Sector clients.

Requires 5+ years in 401(k) retirement plan sales or advisor-driven roles, plus FINRA licenses (Series 6/7, 63, 65) and ongoing education. Strong presentation and relationship-management skills are essential.