If you're passionate about becoming a Nationwide associate and believe you have the potential to be something great, let's talk.
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Acquires, grows, and retains strategic relationships with investment professionals (IPs), administrators, and/or plan sponsors and participants (clients) through advising and consulting, in support of business unit sales goals. Works effectively with multiple contact points across the Sales Process (including Investment Professionals, External Wholesalers, Program Directors, Retirement Specialists, Operations, Licensing, Advanced Sales, Circle of Excellence, Strategic Relationships, Marketing, and Product Development).
REPORTING RELATIONSHIPS: Reports to Manager. No direct reports.
CORE JOB DUTIES & RESPONSIBILITIES:
1.Proactively initiates daily contacts to targeted business partners to build relationships, discover appropriate needs in which products and services apply, and to consult and advise based on their clients needs. Contacts may be with business partners who have previously done business with Nationwide Financial, or with who have been identified as potential business partners. Potential partners are primarily identified by the external sales partner
2.Builds and grows strategic business partnerships and relationships with business partners to meet territory(s) management performance requirements.
3.Profiles and determines viability of business partners in regards to customer needs, business needs, and products.
4.Appropriately responds to requests from business partners and external sales within assigned territory, regarding support materials such as illustrations, proposals, and product/rider information. Discusses any questions or concerns the business partner has regarding support materials.
5.Assists with case design, business consultations, product updates, training, product rollouts and point of sale consulting.
6.Executes pro-active contacts to business partners in support of campaigns to highlight product features and benefits, and to advise business partners on pertinent sales ideas and solutions (i.e. new/old products, cross-selling opportunities, etc.).
7.Partners with external sales force to consult with business partners in order to grow their business, (via conference calls, e-seminars, branch trainings and one-on-one meetings.) Advises on product and procedural modifications to meet the needs of the business partner or client.
8.Engages business partners to retain their business with Nationwide. Probes to understand reasons for asset flight and advises alternative solutions for retention.
9.Begin to learn the resources necessary for appropriate business partner relationship management, as well as territory management.
10. Satisfactorily achieves scorecard requirements (e.g., including contact minimums, call quality requirements, accurate and timely recordkeeping, business planning, sales process execution and territory management), Sales Outcomes, and Living the Nationwide Values.
11. Performs other duties as assigned.
MINIMUM JOB REQUIREMENTS:
Education: Undergraduate degree in Human Ecology, Business, Finance, Communications, Marketing or related field preferred.
License/Certification/Designation: FINRA Series 6 required.
Series 7 or 62 may be required.Associates must obtain 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 or is unable to obtain required licenses/registrations within the time period designated by the business unit, the associate will be ineligible to continue in the position.
Experience: Minimum of one to two years of experience in a sales driven position. Experience in a sales or service call center environment preferred, as well as financial services background.
Fundamental knowledge of insurance and financial products and the associated consultative sales processes and industry knowledge preferred. Demonstrates a fundamental knowledge and execution of the Teach / Tailor / Take Control elements of our consistent consultative sales process.
Skills/Competencies: Must have a drive for results, demonstrate independent judgment and decision-making, ability for relationship building (both internally and externally), 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 orientation, ability to balance multiple priorities, and have excellent communication skills including professional presence, listening, rapport building, writing skills, and presentation abilities.
Values: Regularly and consistently demonstrates the Nationwide Values and Guiding Behaviors.
Staffing Exceptions to the above Minimum Job Requirements must be approved by the: hiring manager's leader and HRBP.
Overtime Eligibility: Not Eligible (Exempt)
Working Conditions: Normal office environment.
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: 3/2015 KLG
Additional Job Description