Territory Consultant - Annuity



Posted on Sunday, September 10, 2023
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!

The position can be located in Columbus, Ohio or Scottsdale, Arizona.

This is a hybrid (flexible) role that will operate in both an office environment and work from home.

This is an E.SD50 band role.

External candidates are eligible for a $2,000 sign-on bonus.

Successful completion of in-house training program, FINRA SIE, Series 6, Series 63 and State Life/Annuity Insurance Agent licenses 120 days post-hire is required.


Job Description Summary

Are you interested in developing sales skills and being introduced to the Financial Services industry? Do you enjoy consultative product positioning where your solutions can improve the financial wellbeing of clients? 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 Territory Consultant, you'll complete a 3 month paid in house training program and learn how to be an effective sales associate. Once fully licensed you will begin to introduce financial professionals to Nationwide and our product offerings. You’ll have the opportunity to develop your career and partner with experienced wholesalers to support the business unit sales goals as a registered broker dealer rep.

Job Description

Key Responsibilities:

  • Proactively builds relationships with prospective financial professionals by introducing Nationwide Annuities to qualified, warm leads. Partners with financial professionals to understand their business needs and consult on how Nationwide solutions may fit their portfolios.

  • Identifies distribution opportunities and creates successful transitions in partnership with their hybrid wholesaler.

  • Performs analysis by creating hypotheticals and other support materials requested by financial professionals, including annuity comparison analysis, portfolio mapping, fund analysis and Morningstar reports.

  • Partners with hybrid wholesalers to maintain territory pipelines and other sales management reports.

  • Develops professionally through sales training, coaching sessions and mentorship with Senior Territory Consultants and Hybrid Wholesalers.

  • Achieves scorecard requirements such as activity and quality metrics, product knowledge, development of territory, teamwork and professional development.

  • Provides territory coverage in the absence of a Hybrid Wholesaler.

May perform other responsibilities as assigned.

Reporting Relationships: Reports to Supervisor or Manager and does not have direct reports.

Typical Skills and Experiences:

Education: Undergraduate degree in finance, sales, business, marketing or related fields preferred.

License/Certification/Designation: Successful completion of in-house training program, FINRA SIE, Series 6, Series 63 and State Life/Annuity Insurance Agent licenses 120 days post-hire is required.

Experience: Relevant industry or sales experience preferred.

Knowledge, Abilities and Skills: Proven knowledge of insurance products and the sales process preferred. Motivated self-starter with a drive for results, proven independent judgment and decision-making. Ability for relationship building, 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, ability to balance multiple priorities and have sophisticated 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 Human Resources Business Partner.

Values: Regularly and consistently demonstrates Nationwide Values.

Job Conditions:

Overtime Eligibility: Eligible (Non Exempt)

Working Conditions: Normal office conditions. Minimal travel required.

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.


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. To learn more about the benefits we offer, click here.

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.