Nationwide Mutual Insurance Company
Regional Wholesaler (Rvp) - Annuities Distribution Imo
Full Time
•
Oh, OH, United States of America
nan - nan (Nan)
Added 2 weeks, 4 days ago
Summary
LOCATION
Remote position, can be located anywhere in the U.S.
QUALIFICATIONS
Undergraduate studies in business, finance, communications or liberal arts preferred. Required licenses include FINRA Series 6 or 7, Series 63, Series 65, state life/annuity insurance agent licenses. Five years of experience in financial service products through broker-dealer firms.
RESPONSIBILITIES
Promote Nationwide products through Independent Marketing Organizations (IMOs), provide training and support, market annuity service products, establish agreements with IMOs, conduct seminars and presentations, coordinate customer service for IMOs, and manage territory activities to meet company objectives.
INDUSTRY
Financial Services
SHORT DESCRIPTION
As an Annuity IMO Regional Wholesaler, you will market annuity service products, build relationships with IMOs and financial professionals, and create strategic paths for expanding annuity distribution.
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.
As an Annuity IMO Regional Wholesaler, you'll market annuity service products through various Independent Marketing Organizations (IMOs).
For NY residents please review the following state law information: Notice of Employee Rights, Protections, and Obligations LS740 (ny.gov) 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. This position allows for the potential to earn performance-based commissions or incentives that may constitute the majority of target compensation. The national salary range for Regional Wholesaler - Annuity Partners : $75,000-$75,000 The expected starting salary range for Regional Wholesaler - Annuity Partners : $75,000-$75,000
This is a Regional Wholesaler (RVP) role with our Annuities team supporting our IMO partners located across the country. This is a remote position that can be located anywhere in the US.
This is an H.99 band role.
LI-COLE
Job Description Summary
Our team works to elevate opportunities to expand the reach of our annuity distribution. We’re as much about creating and designing the strategic path forward, using all of the tools and resources we have, as we are about building and growing profitable, sustainable relationships. If you are creative, accountable and motivated to meet and exceed sales goals, we want to hear from you!As an Annuity IMO Regional Wholesaler, you'll market annuity service products through various Independent Marketing Organizations (IMOs).
Job Description
Key Responsibilities:
- Identifies, meets and connects with IMOs and financial professionals to promote Nationwide products and services. Assists IMOs in identifying and marketing to financial professionals. Consults with and educates IMOs on all aspects of annuity business. Encourages repeat business with IMOs. Coordinates with Nationwide's team of specialists regarding cross-selling opportunities, referrals and joint meetings.
- Calls on IMOs within assigned territory to establish General Agency Agreements. Markets products and provide training on products.
- Provides field support and expertise to producers, including public seminars and client visitations.
- Provides presence through exhibitor booths, seminars and presentations, top producers and other formal IMO gatherings.
- Coordinates IMO input, suggestions and questions on financial service products.
- Provides customer service support to IMOs within assigned territory by acting as communication link to the corporate office.
- Provides sales management with weekly updates on activity.
- Coordinates the licensing of IMOs and producers licensing with IMOs.
- Manages territory to minimize disruption with other distribution systems.
- Provides input on products and services that will serve client needs and produce sufficient volume and profits.
- Manages territory activities to assure they are meeting overall company objectives.
- Establishes follow-up system crafted to visit key IMO offices on a regular basis.
May perform other responsibilities as assigned.
Reporting Relationships: Reports to Sales Manager.
Typical Skills and Experience:
Education: Undergraduate studies in business, finance, communications or liberal arts preferred.
Education: Undergraduate studies in business, finance, communications or liberal arts preferred.
License/Certification/Designation: FINRA Series 6 or 7, Series 63, Series 65, state life/annuity insurance agent licenses required. CLU, ChFC, FLMI, CFP, ASPPA designations preferred. Associates must acquire 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 to acquire required licenses/registrations within the designated time period, the associate will be ineligible to continue in the position.
Experience: Five years of internal or external wholesaling experience in financial service products through broker dealer firms.
Knowledge, Skills and Abilities: Solid understanding of college-level mathematics, finance, statistics, economics, economics and investment management theories/practices. Knowledge of financial service products, annuities, life insurance, contracts, securities trading and regulations and competitor products, policies, practices and procedures in customer service and investment products processing. Very strong social skills. Proven ability to communicate. Ability to effectively present state continuing education courses to industry professionals. Excellent time management and organizational skills.
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 Human Resources Business Partner.
Job Conditions:
Overtime Eligibility: Exempt (Not eligible)
Job Conditions:
Overtime Eligibility: Exempt (Not eligible)
Working Conditions: Virtual, work from home, sales office environment, living in assigned territory. Requires frequent field travel and may require overnight travel.
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.
Credit Check: Due to the fiduciary account abilities within this job, a valid credit and/or background check will be required as part of the selection process.
EQUAL OPPORTUNITY EMPLOYER:
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.
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.
We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation.
We currently anticipate accepting applications until 12/26/2024. 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. To learn more about the benefits we offer,
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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) 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. This position allows for the potential to earn performance-based commissions or incentives that may constitute the majority of target compensation. The national salary range for Regional Wholesaler - Annuity Partners : $75,000-$75,000 The expected starting salary range for Regional Wholesaler - Annuity Partners : $75,000-$75,000
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