Remote Regional Wholesaler – Retirement Solutions

Nationwide; Helena (MT); A distancia; USD 90.000 - 110.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Medical/dental/vision

401(k) with company match

Pension plan

Paid time off and holidays

Descripción de la vacante

Nationwide is seeking a Regional Wholesaler to drive retirement plan product sales through financial intermediaries across multiple states. The role requires ongoing licensing and active engagement with IPs, brokers, and corporate teams.

You will educate partners, conduct meetings, and support asset retention while traveling 3–4 days per week. A strong background in 401(k) and retirement plans plus FINRA/State licenses is essential.

Formación

• Minimum five years of experience in 401(k)/retirement plan business.
• Strong interpersonal and written skills for direct interactions with executives and brokers.
• Excellent group presentation skills for audiences up to 200 people.
• Proficiency with Microsoft Word, PowerPoint, Excel, and Siebel CRM.

Responsabilidades

• Educate IPs on retirement plan business and assist at meetings.
• Sell Nationwide retirement plan products through financial intermediaries.
• Coordinate asset retention and servicing and field visits.
• Participate in field committees and company conferences.
• Maintain required licenses and education; stay compliant with FINRA/state requirements.
• Review financial data and contribute to system development and accuracy.

Conocimientos

Interpersonal skills

Written communication

Presentation skills

Time management

Microsoft Office

Siebel CRM

Educación

Undergraduate studies in business/finance/communications

Herramientas

Siebel CRM

Descripción del empleo

Nationwide is seeking a Regional Wholesaler to drive retirement plan product sales through financial intermediaries across multiple states. The role requires ongoing licensing and active engagement with IPs, brokers, and corporate teams.

You will educate partners, conduct meetings, and support asset retention while traveling 3–4 days per week. A strong background in 401(k) and retirement plans plus FINRA/State licenses is essential.