Regional Wholesaler (RVP) - Retirement Solutions (Corporate/Private Sector)

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? 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 RVP role will cover the territory of Northern California to include Fresno and all of Nevada for our Corporate/Private Sector clients. Living within the NorCal territory is strongly preferred.

About the role

As a Regional Wholesaler, you will sell Nationwide retirement plan investment products through financial intermediaries to retirement plan sponsors. You will connect with people to promote products that can improve the financial wellbeing of customers, form lasting relationships, solve challenges with outstanding service, and develop and share expertise about financial products and services.

Responsibilities

• Identifies and builds relationships with advisors and third-party administrators to promote Nationwide products and services.
• Assists Investment Professionals (IPs) to identify and market to prospects.
• Educates IPs on all aspects of retirement plan business.
• Encourages repeat business with IPs and acquires referrals to other IPs.
• Coordinates with Nationwide's team of specialists regarding cross-selling opportunities, referrals, and joint meetings.
• Coordinates with corporate staff and third-party administrators to prepare proposals, presentations, and closing paperwork.
• Assists IPs at meetings with prospective customers, including fact-finding and presentations.
• Promotes Nationwide products and services when appropriate and focuses on profitable growth in the territory.
• Assists in asset retention and servicing on a case-by-case basis, including field visits with IPs and customers and coordination with the corporate office.
• Participates in and promotes Nationwide at industry-wide conferences and broker/dealer conferences.
• Coordinates and conducts city-wide group meetings within the region.
• Contributes to Nationwide’s national and divisional meetings. Serves on special field committees as assigned.
• Provides input as requested about products, services, competitors, industry trends, etc.
• Prepares activity, expense, and other reports. Participates in company conference calls and virtual meetings.
• Stays current with industry trends, products, services, and competitors.
• Maintains required ongoing license and designation education, FINRA requirements, company policies, practices, and education.
• Reviews, advises, and participates actively in issues about new financial and administrative system development to develop and share accurate financial data within Nationwide Financial Services.
• Manages territory to coordinate with other distribution systems.
• Performs other responsibilities as assigned.

Requirements

• Undergraduate studies in business, finance, communications, or liberal arts preferred.
• FINRA Series 6 or 7, Series 63, Series 65, State Life/Annuity Insurance Agent licenses required. CLU, ChFC, FLMI, CFP, ASPPA designations preferred.
• 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.
• Minimum five years of experience in 401(k)/retirement plan business with advisor-driven market preferred, and/or direct 401(k) sales experience.
• Investment professional, internal or external wholesaler, field servicing, or other relationship management role in the financial services industry. Retirement plan industry experience is preferred.
• College-level knowledge of mathematics, finance, statistics, economics, and investment management theories/practices.
• 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 instruct state continuing education courses to industry professionals.
• Proficiency in Microsoft Office (Word, PowerPoint, Excel) and Siebel CRM.
• Excellent time management and organizational skills required to run statewide sales activities and multiple sales/distribution relationships (independent administrators and financial intermediaries).
• Valid driver’s license with a satisfactory driving record in accordance with Nationwide standards.

Benefits

• Medical, dental, and vision insurance.
• Life insurance, short-term and long-term disability coverage.
• Paid time off: minimum of 18 days 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.

Pay

The national salary range for this role is $100,000. The expected starting salary range is $100,000. If a Sales job, sales incentives based on performance goals are possible in addition to this range.

Schedule

• Exempt (Not Eligible for Overtime).
• Travel 3-4 days per week, including routinely 1-2 nights per week.

Due to the fiduciary accountabilities within this job, a valid credit check and/or background check will be required as part of the selection process.