Remote Regional Retirement Solutions Wholesaler

Nationwide; Minnesota; Remote; USD 90,000 - 110,000; Full time

Benefits offered by this job

Medical/dental/vision insurance

Life insurance

Disability coverage

PTO 18 days/year + holidays

9 paid holidays

401(k) with company match

Company pension plan

Business casual attire

Job summary

Nationwide seeks a Regional Wholesaler for Retirement Solutions to sell retirement plan products through financial intermediaries within Minnesota and surrounding states. The role is fully remote with travel 3-4 days per week, including occasional overnights and field visits to IPs and clients.

You will educate intermediaries about retirement plans, participate in meetings with prospects, and ensure ongoing FINRA and license education. Prior 401(k) retirement experience is highly valued.

Qualifications

• Minimum five years of experience in 401(k)/retirement plan business with advisor driven market preferred.
• Experience as investment professional, internal or external wholesaler, field servicing or relationship management within financial services.
• Retirement plan industry experience preferred.
• Strong interpersonal and written skills; excellent group presentation skills; time management and organizational skills.

Responsibilities

• Sell retirement plan investment products through financial intermediaries.
• Educate IPs on all aspects of retirement plan business.
• Assist IPs at meetings with prospective customers, including fact finding and presentations.
• Assist in asset retention and servicing on a case-by-case basis, including field visits with IPs and customers.
• Participate in company conference calls and virtual meetings.
• Maintain ongoing license and designation education; FINRA requirements.
• Review and participate in development of new financial and administrative systems.

Skills

Relationship building

Interpersonal skills

Written communication

Presentation skills

Time management

Organizational skills

Education

Undergraduate studies in business/finance/communications/liberal arts

Tools

Word

PowerPoint

Excel

Siebel CRM

Job description

Nationwide seeks a Regional Wholesaler for Retirement Solutions to sell retirement plan products through financial intermediaries within Minnesota and surrounding states. The role is fully remote with travel 3-4 days per week, including occasional overnights and field visits to IPs and clients.

You will educate intermediaries about retirement plans, participate in meetings with prospects, and ensure ongoing FINRA and license education. Prior 401(k) retirement experience is highly valued.