Sr Analyst, Territory Development

About the role

The Sr. Analyst for the ISS Life Sales Desk team is an entry point into a sales-focused career within Nationwide’s life insurance business. Selected candidates will begin with a 3-month paid, in-house training program to build foundational knowledge in sales, products, and industry licensing requirements. Upon successful completion of training and obtaining required licenses, you will transition into a client-facing sales support role, where your primary responsibility is to introduce financial professionals to Nationwide’s products and value proposition.

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.
• Pairs 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.

Requirements

Role requires FINRA SIE, Series 6, and Series 63 licensing within 120 days.

Qualifications

• Undergraduate degree in finance, sales, business, marketing or related fields preferred.
• Successful completion of in-house training program, FINRA SIE, Series 6, and Series 63 licenses 120 days post-hire is required.
• Relevant industry or sales experience preferred.

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.

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.

Pay

The national salary range for Sr. Analyst, Territory Development - Life : $46,345.00-$82,000.00

Schedule

Normal office environment. Minimum travel required.