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.

This role will support our Corporate/Private sector clients within the territory of NYC to include all five boroughs as well as Long Island. Living within the territory is a requirement.

This is an H.99 band role.

#LI-COLE

Job Description Summary

Do you enjoy connecting with people to promote products that can improve the financial wellbeing of customers? If you can form lasting relationships, solve challenges with outstanding service and develop and share expertise about financial products and services, we want to know more about you!

As a Regional Wholesaler, we’ll count on you to sell Nationwide retirement plan investment products through financial intermediaries to retirement plan sponsors.

Job Description

Key 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. Assist 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 he/she represents. 

• Assists in asset retention and servicing on a case-by-case basis, including field visits with IPs and customers and coordination with corporate office.

• Participates in and promotes Nationwide at industry-wide conferences and broker/dealer conferences. Coordinates and conducts city-wide group meetings within 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. Maintain 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 distributions systems.

May perform other responsibilities as assigned.

Reporting Relationships:  Reports to Manager.  No direct reports.

Typical Skills and Experiences:  

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 obtain required licenses/registrations within the designated time period, the associate will be ineligible to continue in the position.

Experience: 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.

Knowledge, Abilities and Skills: College-level mathematics, finance, statistics, economics, 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. Microsoft office usage skills including Word, PowerPoint, Excel, and Seibel CRM. Excellent time management and organizational skills required to run 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 hiring manager’s leader and HR Business Partner.
 

Values: Regularly and consistently demonstrates the Nationwide Values.

Job Conditions:  

Overtime Eligibility:  Exempt (Not Eligible)  

Working Conditions:  Travel 3 - 4 days/week, including routinely 1 - 2 nights/week. Must have a valid driver’s license with satisfactory driving record in accordance with Nationwide standards. 

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 Manual

Credit/Background Check: 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.

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.

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.

For NY residents please review the following state law information: Notice of Employee Rights, Protections, and Obligations LS740 (ny.gov) https://dol.ny.gov/system/files/documents/2022/02/ls740_1.pdfNationwide 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 - Retirement Solutions : $100,000-$100,000The expected starting salary range for Regional Wholesaler - Retirement Solutions : $100,000-$100,000