Talent.com
Hybrid Wholesaler - Annuity Brokerage
Hybrid Wholesaler - Annuity BrokerageNationwide • Scottsdale, AZ, US
Hybrid Wholesaler - Annuity Brokerage

Hybrid Wholesaler - Annuity Brokerage

Nationwide • Scottsdale, AZ, US
job_description.job_card.variable_days_ago
serp_jobs.job_preview.job_type
  • serp_jobs.job_card.full_time
job_description.job_card.job_description

Hybrid Wholesaler

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.

This role will work an in-office schedule out of our Scottsdale, AZ location (4-5 days per week). 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).

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.

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.

Nationwide is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive culture where everyone feels challenged, appreciated, respected and engaged. Nationwide prohibits discrimination and harassment and affords equal employment opportunities to employees and applicants without regard to any characteristic (or classification) protected by applicable law.

Note To Employment Agencies : We value the partnerships we have built with our preferred vendors. Nationwide does not accept unsolicited resumes from employment agencies. All resumes submitted by employment agencies directly to any Nationwide employee or hiring manager in any form without a signed Nationwide Client Services Agreement on file and search engagement for that position will be deemed unsolicited in nature. No fee will be paid in the event the candidate is subsequently hired as a result of the referral or through other means.

serp_jobs.job_alerts.create_a_job

Wholesaler • Scottsdale, AZ, US

Job_description.internal_linking.related_jobs
E&S Senior Brokerage Underwriter / E&S Brokerage UW Specialist (Hybrid)

E&S Senior Brokerage Underwriter / E&S Brokerage UW Specialist (Hybrid)

Selective Insurance • Scottsdale, AZ, United States
serp_jobs.job_card.full_time
MUSIC is a division of Selective Insurance company of America : .At Selective, we don't just insure uniquely, we employ uniqueness. Selective's unique position as both a leading insurance group and an...serp_jobs.internal_linking.show_more
serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
Broker

Broker

W.R. Berkley • Scottsdale, AZ, US
serp_jobs.job_card.full_time
Under minimal supervision, the role will facilitate the placement of insurance policies submitted by Berkley Connect trading partners with Berkley sister companies that have joined Berkley Marketpl...serp_jobs.internal_linking.show_more
serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
Associate Broker

Associate Broker

Ryan Specialty Group • USA, Arizona, Phoenix
serp_jobs.job_card.full_time
The Account Executive is responsible for assisting the Broker team in executing trades, managing accounts, and navigating regulatory compliance. The role collaborates with internal teams, stays info...serp_jobs.internal_linking.show_more
serp_jobs.last_updated.last_updated_variable_days
Associate Mortgage Specialist

Associate Mortgage Specialist

GoodLeap • Scottsdale, AZ, US
serp_jobs.job_card.full_time
GoodLeap is a technology company delivering best-in-class financing and software products for sustainable solutions, from solar panels and batteries to energy-efficient HVAC, heat pumps, roofing, w...serp_jobs.internal_linking.show_more
serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
Associate, Client Engagement Group (Private Wealth)

Associate, Client Engagement Group (Private Wealth)

CIM Group • Phoenix, AZ, US
serp_jobs.job_card.full_time
Associate, Client Engagement Group (Private Wealth).The Associate, Client Engagement Group, Private Wealth position is based at CIM's office in Phoenix and reports to the 1st Vice President, Client...serp_jobs.internal_linking.show_more
serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
Member Engagement Associate

Member Engagement Associate

Desert Financial Credit Union • Phoenix, AZ, US
serp_jobs.job_card.full_time
The Member Engagement Associate I will answer and resolve member inquiries regarding account maintenance and general banking matters, via phone call. They will ensure world class service is delivere...serp_jobs.internal_linking.show_more
serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
Associate Account Coordinator

Associate Account Coordinator

Brown & Brown • Phoenix, AZ, US
serp_jobs.job_card.full_time
Built on meritocracy, our unique company culture rewards self-starters and those who are committed to doing what is best for our customers. Brown & Brown is seeking an Associate Account Coordinator ...serp_jobs.internal_linking.show_more
serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
Mortgage Closer

Mortgage Closer

TEKsystems • Phoenix, AZ, United States
serp_jobs.job_card.full_time
We're Hiring : Mortgage Closer - Join Our Mortgage Fulfillment Team! •.Are you detail-oriented, process-driven, and ready to take your mortgage career to the next level? We're looking for a Mortgage ...serp_jobs.internal_linking.show_more
serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
Client Relationship Associate

Client Relationship Associate

Vanguard • Scottsdale, AZ, US
serp_jobs.job_card.full_time
At Vanguard, we have a client-first mentality that we live and breathe every day through our mission, "to take a stand for all investors, to treat them fairly, and to give them the best chance for ...serp_jobs.internal_linking.show_more
serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
Client Relationship Associate (Hybrid)

Client Relationship Associate (Hybrid)

Randstad • Scottsdale, AZ, US
serp_jobs.job_card.full_time
A leading, mission-driven investment management firm is seeking a motivated and client-focused.This is a fantastic opportunity for an individual passionate about financial services to build a caree...serp_jobs.internal_linking.show_more
serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
Inside Broker

Inside Broker

Ryan Specialty Group • USA, Arizona, Phoenix
serp_jobs.job_card.full_time
The Inside Broker is responsible for assisting the Broker in developing, managing, and sustaining profitable business by providing high level technical expertise. The role is responsible for managin...serp_jobs.internal_linking.show_more
serp_jobs.last_updated.last_updated_30
Member Loyalty Advocate

Member Loyalty Advocate

Desert Financial Credit Union • Phoenix, AZ, US
serp_jobs.job_card.full_time
The MEC Member Loyalty Advocate is part of a dedicated phone team responsible for inbound and outbound calls, employing a balanced strategy of reactive and proactive member retention efforts.They a...serp_jobs.internal_linking.show_more
serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
Auto Loan Collections Specialist - Bilingual (Spanish Required)

Auto Loan Collections Specialist - Bilingual (Spanish Required)

Upgrade • Phoenix, AZ, US
serp_jobs.job_card.full_time
Auto Loan Collections Specialist - Bilingual (Spanish Required).Upgrade helps customers move in the right direction with affordable and responsible financial products. Since 2017, we've helped over ...serp_jobs.internal_linking.show_more
serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
Branch Wholesale Product Specialist

Branch Wholesale Product Specialist

Sherwin Williams • Mesa, AZ, US
serp_jobs.job_card.part_time
This position works closely with commercial paint customers to determine their needs, answer their questions about Sherwin-Williams products, and recommend the right solutions.Wholesale Product Spe...serp_jobs.internal_linking.show_more
serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
Anthropologie Home Outlet Sales Associate

Anthropologie Home Outlet Sales Associate

Urban Outfitters • Gilbert, AZ, US
serp_jobs.job_card.full_time
A Sales Associate contributes to driving sales through providing a genuine and unique experience to each customer.Initiates genuine conversation to engage with the customer in a personalized way wh...serp_jobs.internal_linking.show_more
serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
Wealth Management Client Associate (FP)

Wealth Management Client Associate (FP)

Bank of America • Phoenix, AZ, US
serp_jobs.job_card.full_time
Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one...serp_jobs.internal_linking.show_more
serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
Real Estate Broker-Associate

Real Estate Broker-Associate

SoldByCarin.com at Phoenix • Phoenix, AZ, US
serp_jobs.job_card.full_time
Broker Associate Opportunity – Top Producing Team.Join a top-producing real estate team as a Broker Associate and take your business to the next level while making an impact on others.This op...serp_jobs.internal_linking.show_more
serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
Wealth Management Client Associate 3

Wealth Management Client Associate 3

U.S. Bancorp • Scottsdale, AZ, US
serp_jobs.job_card.full_time
Provides sales, processing, operational, administrative and customer service support to Investment Relationship Managers of U. Performs administrative support duties to assist Investment Relationshi...serp_jobs.internal_linking.show_more
serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
Broker, Phoenix

Broker, Phoenix

Jimcor Agency Inc. • Phoenix, AZ, US
serp_jobs.job_card.full_time
serp_jobs.filters_job_card.quick_apply
This position is focused on generating opportunities, client relationships and brokerage placements of their area of coverage specialty. Creates relationships with existing and new brokerage carrier...serp_jobs.internal_linking.show_more
serp_jobs.last_updated.last_updated_30
Treasury Management Sales Associate

Treasury Management Sales Associate

Comerica • Phoenix, AZ, US
serp_jobs.job_card.full_time
Treasury Management Sales Associate I.The Treasury Management Sales Associate I (TMSA I) role will be involved with the sales and support of Treasury Management products to external and internal cl...serp_jobs.internal_linking.show_more
serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted