Regional Wholesaler (RVP) - Annuity Brokerage
for section headings: About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. Include only sections with real specific content. Remove boilerplate, navigation, legal, EEO, duplicated lines, application instructions. Preserve all substantive info.
We need to parse the posting.
First paragraph: "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. This role will serve our clients in the Southern California area and will require living within the territory."
That's about the role. So we can have About the role
with that content.
Next: "Job Description SummaryDo you enjoy connecting with people to promote products that can improve the financial well-being of customers? If you can form lasting relationships, solve challenges with exceptional service and develop and share expertise about financial products and services, we want to know more about you! As a Regional Wholesaler, you'll market annuity service products through various financial institutions including banks, wire houses and independent broker dealers."
That's also about the role, maybe part of summary. Could be included in About the role.
Then "Job DescriptionKey Responsibilities:" then a list of responsibilities. So we need a Responsibilities
with - each bullet.
List items:
- 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 visit key producer offices on a regular basis. (typo "Visits visit" but keep as is)
- May Perform Other Responsibilities As Assigned.
We should preserve all.
Next: "Reporting Relationships: Reports to Sales Manager." Could be part of Responsibilities or maybe a separate section? Not a heading we have; we could include under Responsibilities as a bullet or maybe under About the role. But we can include as a bullet under Responsibilities.
Next: "Typical Skills And ExperiencesEducation: Undergraduate studies in business, finance, communications or liberal arts preferred." This is qualifications/requirements.
Then "License/Certification/Designation: FINRA Series 6 or 7, Series 63, 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."
Then "Experience: Five years internal or external wholesaling experience of financial service products through broker dealer firms."
Then "Knowledge, Abilities and Skills: 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).Other criteria, including leadership skills, competencies and experiences may take precedence.Staffing exceptions to the above must be approved by the business unit Vice President and HR Business Partner."
Then "Values: Regularly and consistently demonstrates the Nationwide Values." Could be part of About the role or maybe a separate section but not required.
Then "Job ConditionsOvertime Eligibility: Not Eligible (Exempt).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.Driving Record Check: Representatives may be required to operate an automobile and have a valid driver’s license with a satisfactory driving record in accordance with the standards stated in the Company's Fleet ManualCredit/Background Check: Due to the fiduciary account abilities within this job, a valid credit check and/or background check will be required as part of the selection process."
These are job conditions; not in our heading list (maybe could be under Requirements? but not exactly). We have headings: About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. We could map:
- About the role: intro paragraphs.
- Responsibilities: list.
- Requirements: maybe license/certification, experience, education? Could combine.
- Qualifications: maybe education, license, experience.
- Skills: knowledge, abilities, skills.
- Benefits: benefits paragraph.
- Pay: salary range.
- Schedule: maybe not present; there is no explicit schedule info besides overtime eligibility not exempt, virtual work from home, frequent field travel, may require overnight travel. That could be considered schedule? But schedule heading only if posting actually states them. It does mention overtime eligibility not exempt, virtual work from home, frequent field travel, may require overnight travel. That's about work conditions, not schedule like hours. Could be considered schedule? The instruction: "never create Pay/Schedule/Benefits sections unless the posting actually states them." It does state overtime eligibility, working conditions, travel. That's not exactly schedule but could be considered schedule? Might be safer to not create Schedule section because not explicit schedule like "full-time", "part-time", "shift". We'll omit Schedule.
Pay: we have salary range: "The national salary range for Regional Wholesaler - Annuity : $65,000-$80,168.40The expected starting salary range for Regional Wholesaler - Annuity : $65,000-$65,000". That's duplicate; we need to preserve all substantive info. So we can include both ranges. Could combine: national salary range $65,000-$80,168.40; expected starting salary range $65,000-$65,000 (i.e., $65,000). We'll keep both.
Benefits: paragraph listing benefits.
Now we need to remove boilerplate: EEO, Note To Employment Agencies, etc. Also remove duplicated lines.
We need to ensure we don't repeat job title as heading.
We'll output HTML fragment with sections as needed.
Let's craft:
About the role
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. This role will serve our clients in the Southern California area and will require living within the territory. Do you enjoy connecting with people to promote products that can improve the financial well-being of customers? If you can form lasting relationships, solve challenges with exceptional service and develop and share expertise about financial products and services, we want to know more about you! As a Regional Wholesaler, you'll market annuity service products through various financial institutions including banks, wire houses and independent broker dealers.
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.
- Reports to Sales Manager.
Requirements
Education: Undergraduate studies in business, finance, communications or liberal arts preferred.
License/Certification/Designation: FINRA Series 6 or 7, Series 63, 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 internal or external wholesaling experience of financial service products through broker dealer firms.
Skills
College-level mathematics, finance, statistics, 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). Other criteria, including leadership skills, competencies and experiences may take precedence. Staffing exceptions to the above must be approved by the business unit Vice President and HR Business Partner.
About the role
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. This role will serve our clients in the Southern California area and will require living within the territory. Do you enjoy connecting with people to promote products that can improve the financial well-being of customers? If you can form lasting relationships, solve challenges with exceptional service and develop and share expertise about financial products and services, we want to know more about you! As a Regional Wholesaler, you'll market annuity service products through various financial institutions including banks, wire houses and independent broker dealers.
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.
- Reports to Sales Manager.
Requirements
Education: Undergraduate studies in business, finance, communications or liberal arts preferred.
License/Certification/Designation: FINRA Series 6 or 7, Series 63, 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 internal or external wholesaling experience of financial service products through broker dealer firms.
Skills
College-level mathematics, finance, statistics, 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). Other criteria, including leadership skills, competencies and experiences may take precedence. Staffing exceptions to the above must be approved by the business unit Vice President and HR Business Partner.