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.

As an Internal Wholesaler, you will play a crucial role in supporting and driving sales efforts. You will work closely with and provide direct support to four external wholesalers.

Position offers hybrid flexibility.

Key Responsibilities:

• Actively participate in the overall sales process.
• Provide essential support activities and engage in interactions with field sales teams.
• Contribute directly to sales outcomes through your support and collaboration.

Benefits:

• Significant involvement in the sales process.
• Real opportunities to make a direct impact on sales performance.

Required / Preferred Qualifications:

• Series 6 & SIE Required Series 7 and 63 preferred. You will be required to get the 63 upon hire.

Internal Note: Compensation Grade F2

Job Description Summary

Are you fascinated by the capital markets and driven to understand the investment side of the business? We sell solutions for Nationwide’s Investment Management Group, including mutual funds and exchange-traded funds, to our institutional customers. If you can put your analytical, technical and customer service skills to work identifying and providing investment solutions to meet opportunities for growth, we want to know more about you!

As an Investment Specialist, you will be responsible for supporting sales across a defined geographic region. You will be tasked with supporting the overall sales process from start to finish and will be integral part of the sales team, in driving lead generation, conducting investment analysis requests, scheduling meetings, and conducting meetings in your assigned region.

Job Description

Key Responsibilities:

• Builds and maintains strong business relationships with key sales clients to meet or exceed established sales goals, quotas, targets or objectives for their assigned area(s) of responsibility.

• Proactively schedules meetings with prospective clients and current clients for external sales partners.

• Develops and maintains collaborative relationships with internal/external stakeholders to achieve sales objectives.

• Partners with key stakeholders to support the development of territory business plans designed to increase territory sales.

• Analyzes lead management outputs and communicates to internal constituents.

• Develop and build remote market strategy within territory, including scheduling virtual and in person meetings.

• Conducts investment analysis and competitive analysis.

• Serves as a technical consultant to other areas of the company, including Sales and Product Development.

• Assists the sales team in identifying solutions for new business opportunities within the constraints of existing product and administrative capabilities.

• Participates in assigned sales projects.

• Develops business on behalf of the Nationwide Investment Management in a manner that supports a positive company image, in compliance with all required rules and regulations and ethical in all considerations.

• Maintains knowledge on current and emerging developments/trends for assigned area(s) of responsibility, assesses the impact, and collaborates with management to incorporate new trends and developments in current and future solutions.

• Meets or exceeds all department, and sales and/or activity goals for their assigned territory.

• Plans and executes marketing solutions within assigned territory.

• Serves as a resource to internal/external stakeholders for their assigned area(s) of responsibility.

May perform other responsibilities as assigned.

Reporting Relationships: Reports to Director, Institutional Sales.

Typical Skills and Experiences:

Education: Undergraduate studies in business administration or related field preferred. Participation in, or attainment of, technical coursework desirable.

Experience: Three years of related experience including, but not limited to, product plan administration and sales, customer service, sales consulting, relationship management, project management, communication and marketing.

Licenses/Certifications/Designations: FINRA Series 7 and 63 required.

Knowledge, Abilities and Skills: Marketing techniques and approaches, systems analysis and project management.

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: Not Eligible (Exempt)

Working Conditions: Normal office environment. Quarterly travel within territory.

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. 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.