Financial Services Representative

3 days ago


Scottsdale, Arizona, United States Nationwide Private Client Full time
Job Title: Hybrid Wholesaler

Are you passionate about delivering exceptional customer experiences and helping individuals and businesses achieve their financial goals? If so, Nationwide Private Client may be the perfect fit for you.

About the Role:

As a Hybrid Wholesaler, you will play a critical role in promoting annuity service products through various financial institutions and financial professionals. Your primary responsibility will be to identify and connect with prospective financial advisors, maintain relationships with existing advisors, and consult with advisors to determine the best solutions for their business and clients.

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:

We are seeking a highly motivated and experienced sales professional with a proven track record of achieving sales goals. The ideal candidate will have:

  • 3 or more years of sales experience in the insurance or financial services industry.
  • FINRA Series 6 or 7, Series 63, and State Life/Annuity Insurance Agent licenses.
  • Knowledge of insurance products and the consultative sales process.
  • Excellent verbal and written communication skills.
  • Ability to build and maintain strong working relationships with business partners.
What We Offer:

Nationwide Private Client offers a comprehensive benefits package, including medical/dental/vision, life insurance, short and long-term disability coverage, paid time off, and a 401(k) plan with company match. We also offer a competitive salary and bonus structure.

We are an equal opportunity employer and welcome applications from diverse candidates. If you are a motivated and experienced sales professional looking for a new challenge, please submit your application.



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