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Nationwide · 5 days ago

Regional Wholesaler (RVP) - Annuity Specialty Markets

Texas

Full-time

Hybrid

Senior Level

5+ years exp

Nationwide is a financial services company that emphasizes extraordinary care for individuals and businesses. The Regional Wholesaler will market annuity service products through various financial institutions, focusing on building relationships with financial advisors and providing support and training to promote these products.

BankingFinancial ServicesInsuranceLife Insurance

Responsibilities

Identifies and connects with financial advisors to promote annuity products and services

Assists financial advisors in identifying and marketing to prospects and educates them on all aspects of the annuity business

Encourages repeat business with financial advisors and acquires referrals to other financial advisors

Coordinates with Nationwide's team of specialists regarding cross-selling opportunities, referrals and joint meetings

Conducts training at local financial institution offices to market products through seminars, meetings and one-on-one sessions on products within assigned territory

Provides field support and expertise to producers, including public seminars and client visitations

Participates in exhibitions, seminars and presentations, meetings with top producers and other formal financial institution gatherings

Coordinates local financial institutions input, suggestions and questions on products

Acts as a liaison with the corporate headquarters

Provides sales management with weekly updates on territory activity

Coordinates the licensing of producers within assigned territory

Manages territory to coordinate with other distribution systems

Provides input on products and services that will serve customer needs and produce sufficient volume and profits

Monitors territory activities to assure company objectives are met

Visits key producer offices on a regular basis

May perform other responsibilities as assigned

Qualification

FINRA Series 6State Life/Annuity Insurance LicenseCLU designationCFP designationFive years wholesaling experienceMicrosoft OfficeInterpersonal skillsPresentation skillsTime management

Required

Undergraduate studies in business, finance, communications or liberal arts preferred

FINRA Series 6 or 7, Series 63, State Life/Annuity Insurance Agent licenses required

Five years internal or external wholesaling experience of financial service products through broker dealer firms

College-level mathematics, finance, statistics, economics, economics and investment management theories/practices

Very strong interpersonal and written skills to effectively interact directly with company officers, top brokers, home office and outside business partners

Excellent group presentation skills for audiences of company owners, officers, principals, executive boards and financial intermediaries up to 200 people

Ability to effectively teach state continuing education courses to industry professionals

Basic Microsoft office usage skills including Word, PowerPoint, Excel, Seibel CRM

Excellent time management and organizational skills required to manage statewide sales activities and multiple sales/distribution relationships (independent administrators and financial intermediaries)

Regularly and consistently demonstrates the Nationwide Values

Preferred

Living in the Dallas-Forth Worth area is strongly preferred

CLU, ChFC, FLMI, CFP, ASPPA designations preferred

Education in business, finance, communications or liberal arts preferred

Benefits

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

Company

Nationwide

Glassdoor3.9

Nationwide, a Fortune 100 company based in Columbus, Ohio, is one of the largest and strongest diversified insurance and financial services organizations in the United States.

Founded in 1925

Columbus, Ohio, USA

10001+ employees