What are the responsibilities and job description for the Representative, Territory Management 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.
Position has hybrid flexibility.
Are you a proactive and detail-oriented individual with a passion for sales? We’re seeking a Sales Support Specialist to join our team at Nationwide. In this role, you’ll play a crucial part in supporting our external and virtual wholesalers by scheduling appointments, maintaining relationships, and ensuring they stay informed about product updates and rate changes.
As a feeder position for higher sales roles, this is an excellent opportunity for candidates who aspire to build a successful sales career.
Responsibilities :
- Appointment Scheduling : Coordinate and manage appointments for external and virtual wholesalers, including conferences, lunches, continuing education sessions, and webinars.
- Wholesaler Relationship Management : Cultivate strong relationships with wholesalers, ensuring they receive timely updates and remain well-informed about product enhancements and rate changes.
- Sales Support : Provide essential support to our sales team, assisting with administrative tasks, data analysis, and communication.
- Territory Updates : Keep track of territory-specific updates and communicate them effectively to wholesalers.
- Sales-Driven Approach : Collaborate with a sales-driven mindset, understanding the importance of meeting targets and contributing to overall business growth.
Qualifications :
Must be willing to obtain SIE / Series 6 licensure within 120 days of hire.
If you’re ready to contribute to our sales success and build a rewarding career, apply today!
Compensation Grade : C3
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 Professionals 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 Territory Management Representative, you will perform a variety of outbound sales activities to build, grow and retain strategic relationships with financial professionals and administrators. Working with multiple wholesalers across the country, you will support the business unit sales goals by prospecting and scheduling appointments for your wholesalers to meet with financial professionals within their territories. Additionally, you will support promoting webinar events, making follow-up calls and providing financial professionals with product information and sales materials.
Job Description
Key Responsibilities :
Proactively initiates daily contacts to financial professionals to understand their business, promote Nationwide solutions and obtain agreement to learn more about Nationwide’s offerings through one-on-one or group meetings.
Performs outbound calls to financial professionals with contracts at Nationwide to aid in retaining their business.
Performs prospecting calls to financial professionals that have not done business before or in an extended amount of time to introduce them to the current Nationwide offerings.
Review lists of financial professionals and search database for relevant information through pre-call planning.
Collaborates with wholesaling teams to identify targeted financial professionals and keep calendar up to date.
Promotes webinar to drive attendance.
Completes outbound calls to aid in retaining business.
May perform other responsibilities as assigned.
Reporting Relationships : Reports to Manager and does not typically have direct or indirect reports.
Typical Skills and Experiences :
Education : Undergraduate degree in Human Ecology, Business, Finance Communications, Marketing or other related field preferred.
Experience : Typically, 1 year experience in Customer Service, Sales or Sales Support role.
Knowledge, Abilities and Skills : Strong interpersonal skills to build long-term relationships with Sales Partners and communicate verbally and in writing with other sales team members and partners across the company. Must be persuasive in their presentations and persistent in pursuing leads. Schedule presentations and prepare materials for presentations.
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 Nationwide Values.
Job Conditions :
Overtime Eligibility : Eligible (Non 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.
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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.
