Specialist, Regional Internal Consultant (Remote)

Nationwide

Grandview Heights (OH)

Híbrido

USD 56.000 - 105.000

Jornada completa

hace 15 horas
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Ventajas ofrecidas por este puesto de trabajo

Medical, dental, vision
401(k) with company match
Pension plan

Descripción de la vacante

Nationwide is seeking a Regional Internal Consultant to partner with financial professionals, broker-dealers, and internal sales teams across an assigned territory. The role requires FINRA licenses and a consultative sales approach to drive growth, retention, and client success.

Ideal candidates are results-driven, highly organized, and capable of mentoring newer associates while balancing multiple priorities in a dynamic market.

Formación

  • Three years of experience in a sales-driven position.
  • FINRA Series 6 and Series 63 licenses required.

Responsabilidades

  • Initiates daily contacts to targeted business partners to build relationships, discover needs, and consult on products and services.
  • Develops and grows strategic business partnerships to meet territory performance requirements; acts as a consultative link between partners and Nationwide Financial.
  • Evaluates viability of business partners and provides the most appropriate strategies to meet needs.
  • Responds to requests from business partners with illustrations, proposals, and product information; addresses concerns about NF products.
  • Acts as a consultant by proactively providing financial expertise and practice management advice within the territory.
  • Executes proactive contacts to support campaigns highlighting product features and benefits.
  • Partners with external sales force to consult with business partners and grow their business.
  • Represents Internal Sales and Service in meetings and advisory councils.

Conocimientos

Consultative sales
Relationship management
Financial services knowledge

Educación

Undergraduate degree in relevant field

Herramientas

FINRA Series 6 license
FINRA Series 63 license

Descripción del empleo

Are you passionate about being part of a team at a Fortune 100 company with nearly $70 billion in annual sales that delivers extraordinary care to help individuals and businesses prepare for and protect their future? If so, then Nationwide Financial could be the place for you! At Nationwide®, “on your side” goes beyond just words. Our customers and partners are at the center of everything we do and we’re looking for associates who are passionate about delivering extraordinary care.

As a Regional Internal Consultant, you will serve as a trusted advisor and strategic partner to financial professionals, broker-dealers, and internal sales teams, helping drive growth, retention, and client success across an assigned territory. This role combines consultative sales expertise, financial services knowledge, and relationship management to identify business opportunities, deliver tailored solutions, and position Nationwide Financial (Care Matters) products and services to meet evolving client needs.

Success in this role requires a strong customer focus, the ability to influence and build credibility with business partners, and a demonstrated consultative sales approach. The ideal candidate is results-driven, highly organized, and skilled at balancing multiple priorities while delivering exceptional service. In addition to supporting territory initiatives, Regional Internal Consultants serve as mentors for newer associates, contribute to strategic projects, and represent Internal Sales & Service in key meetings, advisory councils, and partnership initiatives.

This position offers the opportunity to make a meaningful impact by helping financial professionals grow their businesses, delivering value-driven solutions to clients, and contributing to Nationwide Financial's continued success in a dynamic and competitive marketplace.

FINRA SIE and Series 6 required at time of application and you will be required to get your Series 63 within 120 days.

It is our intention to fill this role on a hybrid basis within 35 miles of Columbus, Ohio or Scottsdale, Arizona. However, on occasion, applications from candidates working remotely who bring critical industry skills and relevant experience may be considered.

This role does not qualify for employer sponsored work authorization. Nationwide does not participate in the STEM OPT extension program.

#nationwidefinance

#regionalinternalconsultant

Job Description Summary

Do you love connecting and building new business relationships? If you have a natural curiosity, are excited about helping people and want to accelerate both your personal and professional growth, we want to know more about you!

Our Internal Sales & Service (ISS) team works with Financial Professionals to provide the right Nationwide products to people who need and want them. We count on our team members to represent Nationwide well in this important market and have a real desire to connect and help our customers.

As a Specialist, you’ll build, grow and retain strategic relationships with financial professionals, administrators and/or plan sponsors and participants (clients) through advising and consulting, in support of business unit sales goals. We’ll count on you to works effectively with multiple contact points across the sales process.

Job Description
Key Responsibilities
  • Initiates daily contacts to targeted business partners to build relationships, discover appropriate needs where products and services apply and consults and advises based on clients’ needs.
  • Develops and grows strategic business partnerships and relationships with business partners to meet territory management performance requirements. Acts as a consultative link between business partners and Nationwide Financial (NF). Applies knowledge of industry trends, competitive intelligence, state legislation, market movements and investment changes/performance to advise and consult with business partners.
  • Evaluates and determines viability of business partners with respect to customer needs, business needs and products. Acts as a consultant to provide the most appropriate strategies/solutions to meet these needs.
  • Responds to requests from business partners and external sales within assigned territory, providing support materials such as illustrations, proposals and product/rider information. Consults with the business partners to address concerns about not using a NF product and help them be more comfortable with NF’s solutions in the future.
  • Acts as a consultant by proactively providing financial expertise, recommendations and practice management advice to business partners within assigned territory.
  • Executes proactive contacts with business partners to support campaigns highlighting product features and benefits and advises business partners on pertinent sales ideas and solutions.
  • Partners with external sales force to consult with business partners to grow their business. Advises on product and procedural modifications to meet the needs of the business partner or client.
  • Engages business partners to retain business. Works to understand reasons for asset flight and advises alternative solutions for retention.
  • Represents Internal Sales and Service (ISS) in meetings and initiatives such as advisory boards, relationship strategy partnerships and other committees.
  • Consults with functions across Nationwide such as Marketing, Business Performance Excellence and Product Development to build competitive products and services.
  • Travels and covers open external wholesaler territory, on a temporary basis and for conducting in person meetings and Broker dealer events.
  • Serves as a role model to and helps train newer regional internal associates. Assists with team meetings.

May Perform Other Responsibilities As Assigned.

Reporting Relationships

Reports to a Manager and does not have direct reports.

Typical Skills And Experiences
Education

Undergraduate degree in human ecology, business, finance, communications, marketing or related field required.

License/Certification/Designation

FINRA Series 6 and Series 63 licenses required. Associate must obtain the required federal and/or state licenses/registrations within the time period designated by the business unit. Additional licenses/registrations may be required when new products and services are implemented. If an associate fails or is unable to obtain required licenses/registrations within the time period designated by the business unit, the associate will be ineligible to continue in the position.

Experience

Three years of experience in a sales-driven position. Experience in a sales or service call center environment preferred, as well as financial services background.

Knowledge, Abilities and Skills

In-depth knowledge of insurance and financial products and the associated consultative sales processes and industry knowledge preferred. Knowledge should be demonstrated and executed at an in-depth level that serves as a role model for lesser experienced regional internal associates. Demonstrates in-depth knowledge and execution of the Teach / Tailor / Take Control elements of our consistent consultative sales process. Demonstrates the ability to execute these responsibilities at an in-depth level that serves as a role model for lesser experienced regional internal associates.

Must have a drive for results, demonstrate independent judgment and decision-making, ability for relationship building (both internally and externally), positive outlook, consultative selling/advising skills, ability and willingness to follow processes, good time management/organization skills, be receptive to coaching, have a strong customer focus orientation, ability to balance multiple priorities and have excellent communication skills including professional presence, listening, rapport building, writing skills and presentation abilities. Skills and competencies should be demonstrated and executed at an in-depth level that serves as a role model for lesser experienced Regional Internal associates.

Other criteria, including leadership skills, competencies and experiences may take precedence.

Staffing exceptions to the above must be approved by the hiring manager’s leader and HR Business Partner.

Values

Regularly and consistently demonstrates the Nationwide Values.

Job Conditions

Overtime Eligibility: Exempt (Not Eligible)

Working Conditions: Normal office environment.

ADA: The above statements cover what are generally believed to be principal and essential functions of this job. Specific circumstances may allow or require some people assigned to the job to perform a somewhat different combination of duties.

We currently anticipate accepting applications until 11/01/2026. However, we encourage early submissions, as the posting may close sooner if a strong candidate slate is identified before the deadline.

Benefits

We have an array of benefits to fit your needs, including: medical/dental/vision, life insurance, short and long term disability coverage, paid time off with newly hired associates receiving a minimum of 18 days paid time off each full calendar year pro-rated quarterly based on hire date, nine paid holidays, 8 hours of Lifetime paid time off, 8 hours of Unity Day paid time off, 401(k) with company match, company-paid pension plan, business casual attire, and more.

Nationwide is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive culture where everyone feels challenged, appreciated, respected and engaged. Nationwide prohibits discrimination and harassment and affords equal employment opportunities to employees and applicants without regard to any characteristic (or classification) protected by applicable law.

This position could be filled within any of the lower 48 U.S. states.

Smoke-Free Iowa Statement

Nationwide Mutual Insurance Company, its affiliates and subsidiaries comply with the Iowa Smokefree Air Act. Smoking is prohibited in all enclosed areas on or around company premises as well as company issued vehicles. The company offers designated smoking areas in which smoking is permitted at each individual location. The Act prohibits retaliation for reporting complaints or violations. For more information on the Iowa Smokefree Air Act, individuals may contact the Smokefree Air Act Helpline at 888-944-2247.

For NY residents please review the following state law information.

Notice of Employee Rights, Protections, and Obligations LS740 (ny.gov) https://dol.ny.gov/system/files/documents/2022/02/ls740_1.pdf

Nationwide pays on a geographic-specific salary structure and placement within the actual starting salary range for this position will be determined by a number of factors including the skills, education, training, credentials and experience of the candidate; the scope, complexity and location of the role as well as the cost of labor in the market; and other conditions of employment. If a Sales job, Sales Incentives, based on performance goals are possible in addition to this range. Note on Compensation for Part-Time Roles: Please be aware that the salary ranges listed below reflect full-time compensation. Actual compensation may be prorated based on the number of hours worked relative to a full-time schedule.

The national salary range for Specialist, Regional Internal : $56,000.00-$104,500.00

The expected starting salary range for Specialist, Regional Internal : $56,000.00 - $84,000.00

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