Financial Services Representative

1 week ago


Grandview Heights, Ohio, United States Nationwide Private Client Full time
Job Title: Hybrid Wholesaler

Are you passionate about delivering exceptional customer service and helping individuals and businesses prepare for and protect their retirement? If so, then Nationwide Private Client could be the perfect fit for you.

About the Role:

This is a unique opportunity to join our team as a Hybrid Wholesaler, where you will work closely with our Fee-Based Annuity team to promote annuity service products through various financial institutions and financial professionals. As a Hybrid Wholesaler, you will be responsible for identifying and connecting with prospective financial advisors to promote annuity products and services, maintaining relationships with existing advisors, and developing and executing business plans to improve productivity and ensure company objectives are met.

Key Responsibilities:
  • Identify and connect with prospective financial advisors to promote annuity products and services.
  • Maintain relationships with existing advisors to strengthen relationships.
  • Consult with advisors by analyzing financial services products to determine the best solutions for their business and clients.
  • Utilize internal and external sales and marketing technology and databases to acquire, grow, and retain a group of producers within assigned territory.
  • Develop and execute business plans to improve productivity and ensure company objectives are met.
  • Act as a liaison with corporate/home office sales and operations teams.
  • Provide sales management with weekly updates on sales activity within the assigned territory.
  • Provide coaching, mentorship, and development advice to less experienced members of the team.
Requirements:

To be successful in this role, you will need:

  • 3 or more years of sales experience in the insurance or financial services industry.
  • A proven track record of achieving monthly and annual sales goals.
  • FINRA Series 6 or 7, Series 63, and State Life/Annuity Insurance Agent licenses required.
  • CLU, ChFC, FLMI, CFP, ASPPA designations preferred.
What We Offer:

We offer a competitive salary, comprehensive benefits package, and opportunities for professional growth and development. If you are a motivated and results-driven individual who is passionate about delivering exceptional customer service, we encourage you to apply for this exciting opportunity.



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