What are the responsibilities and job description for the Analyst, Regional Internal - Brokerage position at Nationwide Private Client?
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.Internal Comp Grade is E.SD55
This position requires a Series 6 at time of hire and a 63 within 120 days of hire.
This position will support our West Coast clients so you will need to be available to support West Coast Hours.
Role will be filled in Columbus Ohio or Scottsdale AZ and current remote associates will also be considered. You will be required to come into the office three days a week.
LI-CA1
nationwidefinance
This role does not qualify for employer sponsored work authorization. Nationwide does not participate in the STEM OPT extension program.
Job Description Summary
Do you love connecting and building new business relationships? If you have a natural curiosity, are excited about helping people and want to accelerate both your personal and professional growth, we want to know more about you!
Our Internal Sales & Service (ISS) team works with Financial Professional to provide the right Nationwide products to people who need and want them. We count on our team members to represent Nationwide well in this important market and have a real desire to connect and help our customers.
As a Senior Analyst, you’ll build and retain strategic relationships with financial professionals, administrators and / or plan sponsors and participants (clients) through advising and consulting to drive the business unit sales goals. You’ll have opportunities to partner with multiple contact points across the sales process.
Job Description
Key Responsibilities :
Initiates daily contacts to targeted business partners to build relationships, discover needs where products and services apply and to consult and advise based on their clients’ needs.
Develops and grows strategic partnerships and relationships with business partners to meet territory management performance requirements.
Determines viability of business partners based on customer needs, business needs and products.
Responds to requests from business partners and external sales within assigned territory, providing support materials such as illustrations, proposals and product / rider information. Addresses any questions or concerns the business partner may have regarding support materials.
Assists with case design, business consultations, product updates, training, product rollouts and point-of-sale consulting.
Contacts business partners to support of campaigns highlighting product features and benefits and advises business partners on pertinent sales ideas and solutions (i.e. new / old products, cross-selling opportunities, etc.).
Partners with external sales force to consult with business partners to grow their business. Advises on product and procedural modifications to meet the needs of the business partner or client.
Engages business partners to retain their business with Nationwide. Works to understand reasons for asset flight and advises alternative solutions for retention.
May perform other responsibilities as assigned.
Reporting Relationships : Reports to Manager and has no direct reports.
Typical Skills and Experiences :
Education : Undergraduate degree in human ecology, business, finance, communications, marketing or related field preferred.
License / Certification / Designation : FINRA Series 6 and Series 63 licenses required. Associate 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 year of experience in a sales-driven position. Experience in a sales or service call center environment preferred, as well as financial services background.
Knowledge, Abilities and Skills : 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.
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.
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 : 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.
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.
