Sorry, this job is no longer accepting applications. See below for more jobs that match what you’re looking for!

B2B Financial Sales Rep (Nationwide Advisory Solutions)

Expired Job

Nationwide Louisville , KY 40202

Posted 4 months ago

If you're passionate about becoming a Nationwide associate and believe you have the potential to be something great, let's talk.

Number 54 on the Fortune Magazine 100 Best Places to Work.

As a member of Nationwide Advisory Service's sales team, the Territory Consultant will be responsible for sales support of our groundbreaking investment platform. This will involve market research, lead qualification and relationship-building with RIAs and fee-based financial advisors. This is an outstanding career opportunity for an energetic, self-motivated individual looking to start a career in financial services and wealth management.

The Territory Consultant will proactively seek out prospective financial advisors to introduce the company and our products. Sets up leads for the Territory Manager and creates requested support materials.

Maintains pipelines and reports for the territory. Begins to learn the resources necessary for appropriate business partner relationship management, as well as territory management while working to become a Senior Territory Consultant or Territory Manager.

Job Description

REPORTING RELATIONSHIPS: Reports to Director, Territory Consultant - NAS


  • Makes proactive, outbound calls to prospective fee-based and fee-only financial advisors to introduce Nationwide Advisory Solutions and the products we offer. Identifies selling opportunities for the Territory Managers to whom the Territory Consultant supports.

  • Assists with analysis, hypotheticals and any other support materials requested by advisors. This could include annuity comparison analysis, portfolio mapping, fund analysis and Morningstar reports.

  • Help maintain territory pipelines and other sales management reports.

  • Acts as territory liaison when Territory Managers are unavailable.

  • Works to develop professionally through sales training, coaching sessions with management and mentorship with Senior Territory Consultants and Territory Managers.

  • Satisfactorily achieves scorecard requirements (e.g. including call minimums, call quality requirements, product knowledge, development of territory, teamwork and professional development).

  • Performs other duties as assigned.


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

License/Certification/Designation: Successful completion of onsite training class, Series 6, Series 63 and state life license 120 days post hire is required as part of our company-paid training program. NOTE: A credit check may be required if a license is required for this position.

Experience: Relevant industry or sales experience preferred but not required.

Proven knowledge of investment products, insurance and/or the sales process preferred.

Skills/Competencies: Motivated, self-starter, excellent relationship building skills, ability to identify and cultivate new business relationship and follow-through on leads, strong written and verbal communication skills, ability to work effectively within a team.

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 and Guiding Behaviors.


Overtime Eligibility: Eligible (Non-Exempt).

Working Conditions: Requires the ability and availability to work in a call center environment including extended periods of sitting at a personal computer.

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.

Job Evaluation Activity: 10/2017 MRG

Additional Job Description

Compensation: This position pays a competitive base salary of $41,500 plus quarterly performance bonuses.

Relocation is offered to any candidates not local to the area.

Job ID: 50237

See if you are a match!

See how well your resume matches up to this job - upload your resume now.

Find your dream job anywhere
with the LiveCareer app.
Download the
LiveCareer app and find
your dream job anywhere

Boost your job search productivity with our
free Chrome Extension!

lc_apply_tool GET EXTENSION

Similar Jobs

Want to see jobs matched to your resume? Upload One Now! Remove
Outside B2B Sales Apprentice


Posted 7 days ago

VIEW JOBS 12/8/2018 12:00:00 AM 2019-03-08T00:00 ADP is hiring a Sales Apprentice. In this position, you'll shadow a dedicated Outside Sales Representative to learn how to identify and cultivate new prospects, cross-sell solutions to existing clients, and effectively close sales. Unlock Your Career Potential: Sales at ADP. It takes a relentless team to lead an industry. ADP's world-class sales team is driving our global growth as a worldwide leader of workforce solutions. If you believe in the power of relationships, we'll give you the tools, training and support you need to connect with new and current customers, ranging from Fortune 100 corporations to small start-ups. And as you achieve success, you'll enjoy the rewards, support and recognition you deserve. At ADP we are driven by your success. We engage your unique talents and perspectives. We welcome your ideas on how to do things differently and better. In your efforts to achieve, learn and grow, we support you all the way. If success motivates you, you belong at ADP. We strive for every interaction to be driven by our CORE values: Insightful Expertise, Integrity is Everything, Service Excellence, Inspiring Innovation, Each Person Counts, Results-Driven, & Social Responsibility. RESPONSIBILITIES: * Learn how to build network via phone with key decision makers in a designated territory * Support Outside Sales Representative with developing and executing a cold calling strategy to target prospects for ADP payroll and HR solutions * Gain experience with mining existing and prospective clients for referral business * Acquire skills to cross-sell other ADP solutions to existing clients QUALIFICATIONS REQUIRED: * Minimum of two years completed within a four-year degree program ADPSALES #cb# Preference will be given to candidates who have the following: * Interest in a career in sales * Excellent communication skills * Strong work ethic and initiative * Positive attitude and high energy * Work Ethic * Leadership Skills * Communication * Drive and Motivation * Business Acumen * Competitiveness Related Searches: Entry-Level, Internship, Trainee, Sales, Marketing, Territory, Region, District, Customer Service, Business-to-Business, Resume, Interview, Job Description, Position, Jobs, Work Intern, Internship, College, Resume, Interview, Job Description, Position, Jobs, Work, Opportunity, University, co-op, campus, ADP, project management, collaboration, recent college graduate, outside sales, management trainee, marketing ADPSALES #CB# Software in the Cloud. Experts on the Ground: ADP powers the working world with comprehensive solutions that drive business success. Consistently named one of the "Most Admired Companies" by FORTUNE® Magazine, and recognized by Forbes® as one of "The World's Most Innovative Companies," ADP has over a half-million clients around the globe and 65 years of experience as one of the largest providers of human capital management solutions world-wide. At ADP, we believe that diversity fuels innovation. ADP is committed to equal employment opportunities regardless of race, color, genetic information, creed, religion, sex, sexual orientation, gender identity, lawful alien status, national origin, age, marital status, or protected veteran status. We support an inclusive workplace where associates excel based on personal merit, qualifications, experience, ability, and job performance. ADP Louisville KY

B2B Financial Sales Rep (Nationwide Advisory Solutions)

Expired Job