Territory Manager - Annuity (Nationwide Advisory Solutions)

This position can be located in either of our Louisville, KY, Scottsdale, AZ or Columbus, OH offices.

This is a G.99 band role.

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 Hybrid Wholesaler, you'll market annuity service products through various financial institutions and financial professionals including banks, wire houses, independent broker dealers, and Registered Investment Advisors (RIAs).

Job Description

Key Responsibilities:

• Identifies and connects with prospective financial advisors to promote annuity products and services. Maintains relationships with existing advisors to strengthen relationships.

• Consults with advisors by analyzing financial services products to determine the best solutions for their business and clients. Finds opportunities where annuity products make sense and educates the advisor through webinars and primarily virtual meetings on how to incorporate these opportunities into their clients' portfolios. Evaluates and recommends solutions to marketing strategy and product questions.

• Utilizes internal and external sales and marketing technology and databases to acquire, grow, and retain a group of producers within assigned territory.

• Develops and executes business plans to improve productivity and ensure company objectives are met. Creates and maintains accurate data in building advisor profiles.

• Acts as a liaison with corporate/home office sales and operations teams.

• Provides sales management with weekly updates on sales activity within the assigned territory.

• Provides coaching, mentorship, and development advice to less experienced members of the team. Partners with other wholesalers to cross-sell when appropriate and build a "one team" experience for advisors.

May perform other responsibilities as assigned.

Reporting Relationships: Reports to Sales Manager or Director

Typical Skills and Experiences:

Education: Undergraduate studies in business, sales, finance, marketing, or communications preferred.

License/Certification/Designation: FINRA Series 6 or 7, Series 63, and State Life/Annuity Insurance Agent licenses required. CLU, ChFC, FLMI, CFP, ASPPA designations preferred.

Experience: 3 or more years sales experience in the insurance or financial services industry. Proven track record of achieving monthly and annual sales goals.

Knowledge, Abilities and Skills: Knowledge of insurance products and the consultative sales process. Knowledge of state and local laws necessary to understand the legal implications of product features in different states.

Very strong interpersonal, presentation, facilitation, and consultation skills. Excellent verbal and written communication skills vital for interacting with all levels of customers. Ability to build and maintain strong working relationships with business partners. Ability to analyze financial services products to determine the best solutions for advisors and their clients. Ability to evaluate and recommend solutions to marketing strategy and product questions. Must have a drive for results, demonstrate independent judgement and decision making, possess consultative/advising skills, have good time management, and balance multiple priorities.

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 Human Resources Business Partner.

Values: Regularly and consistently demonstrates the Nationwide Values.

Job Conditions:

Overtime Eligibility: Not Eligible (Exempt)

Working Conditions: Some travel to assigned territory required, typically 4-5 trips per year based on scheduled meetings and territory location. Normal office environment when not traveling.

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.

Credit/Background Check: Credit check may be required due to FINRA licenses.