Remote Regional Wholesaler, Annuity Solutions

Nationwide

United States

Remote

USD 65,000 - 80,000

Full time

14 days+
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Benefits offered by this job

Medical insurance
Dental insurance
Vision insurance
Life insurance
Disability insurance
PTO 18 days per year
Holidays

Job summary

Nationwide is seeking a Regional Wholesaler to market annuity products through banks, wire houses and broker dealers. You will train and support financial advisors, build relationships, conduct seminars, and coordinate cross-selling opportunities within your assigned territory.

The role requires licenses (FINRA 6/7, 63, Life/Annuity) and a strong background in wholesale financial services, with frequent travel and a remote working setup.

Qualifications

  • Undergraduate degree in business/finance or related field.
  • FINRA Series 6/7 and Series 63 required; Life/Annuity licenses required; other designations preferred.

Responsibilities

  • Identifies and connects with financial advisors to promote annuity products and services.
  • Assists advisors in identifying and marketing to prospects and educates them on annuity products.
  • Coordinates with headquarters and specialists on cross-selling and referrals.
  • Conducts trainings at local offices and visits producers for seminars and meetings.
  • Manages territory and keeps weekly updates with sales management.

Skills

Relationship building
Prospecting
Communication
Presentations
Industry knowledge

Education

Undergraduate studies in business/finance
FINRA licenses (6/7, 63)
State Life/Annuity license

Tools

Microsoft Office
Siebel CRM
PowerPoint
Excel

Job description

Nationwide is seeking a Regional Wholesaler to market annuity products through banks, wire houses and broker dealers. You will train and support financial advisors, build relationships, conduct seminars, and coordinate cross-selling opportunities within your assigned territory.

The role requires licenses (FINRA 6/7, 63, Life/Annuity) and a strong background in wholesale financial services, with frequent travel and a remote working setup.

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