Remote Regional Retirement Solutions Wholesaler

Nationwide; Iowa Center (IA); A distancia; USD 90.000 - 110.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

401(k) with company match

Company-paid pension plan

Paid time off + holidays

Descripción de la vacante

Nationwide is a Fortune 100 company that helps customers prepare for and protect their future. This Regional Wholesaler role covers MN, IA, SD, ND, WY, MT; fully remote with weekly travel.

Although home state preference is Minnesota or Iowa, the position requires frequent travel and engagement with financial intermediaries. You will promote Nationwide retirement plan products through intermediaries, educate IPs on retirement plan business, and coordinate cross-selling opportunities across a team

Formación

• Minimum five years of experience in 401(k)/retirement plan business or related advisory/sales roles.
• Experience with financial intermediaries, retirement plans and cross-selling is preferred.
• Licensing requirements (FINRA Series 6 or 7, Series 63, Series 65, State Life/Annuity licenses) must be obtained.

Responsabilidades

• Identify and build relationships with advisors and third-party administrators to promote Nationwide products.
• Assist Investment Professionals and IPs in prospecting and presenting to clients.
• Coordinate with internal teams to prepare proposals and closing documents; participate in meetings.
• Promote Nationwide products for profitable growth and retain assets by servicing accounts.

Conocimientos

Relationship building

Client education

Presentation skills

Proactive networking

Microsoft Office

Educación

Undergraduate studies in business, finance, communications or liberal arts

Herramientas

Siebel CRM

Microsoft Office (Word, PowerPoint, Excel)

Descripción del empleo

Nationwide is a Fortune 100 company that helps customers prepare for and protect their future. This Regional Wholesaler role covers MN, IA, SD, ND, WY, MT; fully remote with weekly travel.

Although home state preference is Minnesota or Iowa, the position requires frequent travel and engagement with financial intermediaries. You will promote Nationwide retirement plan products through intermediaries, educate IPs on retirement plan business, and coordinate cross-selling opportunities across a team