Are you passionate about being part of a team that delivers extraordinary care to help individuals and businesses prepare for and protect their retirement? If so, then Nationwide Financial could be the place for you! At Nationwide®, “on your side” goes beyond just words. Our customers are at the center of everything we do and we’re looking for associates who are passionate about delivering extraordinary care.
Internal Comp Grade is E.SD55
This is a hybrid position located in Columbus Ohio and you will be required to come into the office three days a week.
Nationwide is a leading insurance and financial services company, committed to providing exceptional service and innovative solutions. We are currently seeking motivated and dynamic individuals to join our Life Sales Desk team.
As a Sales Development Representative, you will play a crucial role in generating leads and supporting our Regional Internal Consultants, Wholesalers, and Regional Vice Presidents (RVPs). This position involves making 40-50 outbound calls daily to daily to prospective agents and advisors, with the goal of increasing our breath of distribution partners and expanding our customer base.
Key Responsibilities:
- Conduct 40-50 outbound calls per day to generate leads for the Life Sales Desk.
- Supports Regional Internal Consultants, Hybrid Wholesalers, and RVPs by identifying and qualifying potential clients.
- Maintain detailed records of calls and client interactions in Salesvue and Salesforce.
- Collaborate with team members to develop and implement effective sales strategies.
- Stay informed about industry trends and product knowledge to effectively communicate with clients.
Territory Assignments:
- Each representative may be assigned up to three territories.
- Territories can range from East Coast to West Coast, requiring flexibility in working hours to accommodate different time zones.
- We are currently hiring for four positions.
Qualifications:
- Strong communication and interpersonal skills.
- Ability to work independently and manage time effectively.
- Previous sales or customer service experience is preferred.
- Must obtain FINRA License Designations of SIE, Series 6, and Series 63 within 120 days of hire.
- High level of motivation and a results-driven approach.
This role does not qualify for employer sponsored work authorization. Nationwide does not participate in the STEM OPT extension program.
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Job Description Summary
Are you interested in developing sales skills and being introduced to the Financial Services industry? Do you enjoy consultative product positioning where your solutions can improve the financial wellbeing of clients? If you can form lasting relationships, solve challenges with outstanding service and develop and share expertise about financial products and services, we want to know more about you!
As a Sr. Analyst, Life Territory Development, you'll complete a 3-month paid in house training program and learn how to be an effective sales associate. Once fully licensed you will begin to introduce financial professionals to Nationwide and our product offerings. You’ll have the opportunity to develop your career and partner with experienced wholesalers to support the business unit sales goals as a registered broker dealer rep.
Job Description
Key Responsibilities:
Proactively builds relationships with prospective financial professionals by introducing Nationwide Life Insurance and Long-Term Care Products to qualified, warm leads. Partners with financial professionals to understand their business needs and consult on how Nationwide solutions may fit their portfolios.
Identifies distribution opportunities and creates successful transitions in partnership with their Internal and External wholesalers.
Performs analysis by creating hypotheticals and other support materials requested by financial professionals, including life comparison analysis, portfolio mapping, fund analysis and Morningstar reports.
Partners with Internal and External wholesalers to maintain territory pipelines and other sales management reports.
Develops professionally through sales training, coaching sessions and mentorship with Senior Territory Development Consultants and Wholesalers.
Achieves scorecard requirements such as activity and quality metrics, product knowledge, development of territory, teamwork and professional development.
May perform other responsibilities as assigned.
Reporting Relationships:Reports to Supervisor or Manager and does not have direct reports.
Typical Skills and Experiences:
Education: Undergraduate degree in finance, sales, business, marketing or related fields preferred.
License/Certification/Designation:Successful completion of in-house training program, FINRA SIE, Series 6, and Series 63 licenses120 days post-hire is required.
Experience: Relevant industry or sales experience preferred.
Knowledge, Abilities and Skills: Proven knowledge of insurance products and the sales process preferred. Motivated self-starter with a drive for results, proven independent judgment and decision-making. Ability for relationship building, 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, ability to balance multiple priorities and have sophisticated communication skills including professional presence, listening, rapport building, writing skills and presentation abilities.
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 Nationwide Values.
Overtime Eligibility: Eligible (Non-Exempt)
Working Conditions:Normal office environment.Minimum travel required.
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.
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. To learn more about the benefits we offer, click here.
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.
