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.

In this position, you will work closely with experienced internal and external wholesalers to:

• Develop and grow relationships with financial professionals

• Support territory sales strategies and pipeline management

• Provide product positioning and case support

• Contribute to achieving overall sales goals as a registered broker-dealer representative

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

Key comptencies:

• Builds strong, trusted relationships with financial advisors within the first 6–12 months

• Consistently meets or exceeds activity and pipeline development metrics

• Demonstrates the ability to translate financial products into practical solutions for advisors

• Becomes a reliable partner to Internal and External Wholesalers

LI-YA1

Internal Use Only: E.SD55

Key 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. 

• Partners 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. 

Reporting Relationships: Reports to Supervisor or Manager and does not have direct reports. 

Typical Skills and Experiences:   

Education: Undergraduate degree in finance, sales, business, marketing or related fields preferred. 

License/Certification/Designation: Successful completion of in-house training program, FINRA SIE, Series 6, and Series 63  licenses 120 days post-hire is required. 

Experience: Relevant industry or sales experience preferred. 

Knowledge, Abilities and 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. 

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 HR Business Partner. 

Values:  Regularly and consistently demonstrates Nationwide Values. 

Job Conditions:   

Overtime Eligibility: Not Eligible (Exempt) 

Working Conditions: Normal office environment. Minimum travel required.  

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.