
Website Nationwide
Job Description:
As a Territory Consultant, you’ll proactively seek out prospective financial professionals to introduce Nationwide and our products through a consultative selling process. You’ll have the opportunity to develop your sales aptitude and partner with experienced wholesalers to support the business unit sales goals.
Job Responsibilities:
- Satisfactorily achieves scorecard requirements (e.g., call minimums, call quality requirements, product knowledge, development of territory, teamwork and professional development).
- May perform other responsibilities as assigned.
- Assists with analysis, hypotheticals and any other support materials requested by financial professionals, including annuity comparison analysis, portfolio mapping, fund analysis and Morningstar reports.
- Works to develop professionally through sales training, coaching sessions with management and mentorship with Senior Territory Consultants and hybrid wholesalers.
- Works with hybrid wholesaler to maintain territory pipelines and other sales management reports.
- Provides full territory coverage when hybrid wholesalers are unavailable.
- Makes proactive, outbound telephone calls to prospective financial professionals in assigned channel (fee-based or commission based) to build relationships, understand the financial professional’s needs/business and explain Nationwide solutions.
- Finds opportunities for the partner hybrid wholesaler and builds successful transitions.
Job Requirements:
- 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 (both internally and externally), 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.
- Undergraduate degree in finance, sales, business, marketing or related fields preferred.
Job Details:
Company: Nationwide
Vacancy Type: Full Time
Job Location: Scottsdale, AZ, US
Application Deadline: N/A
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