Regional Wholesaler (RVP) - LTC and CareMatters
Core
Regional Wholesaler supporting Nationwide's Long Term Care and CareMatters products by connecting with brokerage general agencies, producer groups, and financial professionals to promote financial solutions.
Role type
Senior IC regional wholesaler (financial services)
Builds
Long-term care insurance and life insurance product sales through distribution partners
Domain
Financial services / Insurance
Deliverable
product features
Required skills
consultative sales, relationship building, financial product analysis, data analysis, training delivery, sales management, territory planning
Preferred skills
CLU, ChFC, FLMI, CFP, ASPPA, CLTC designations, undergraduate degree in business/finance
Technologies
Salesforce CRM, Microsoft Office (Word, PowerPoint, Excel), illustration software
Responsibilities
Provide support and expertise to key distribution partners via face-to-face, webinars, and virtual meetings; utilize consultative approach to identify customer needs and recommend products; assess key partners to understand business needs; advocate for partners' needs within Nationwide; establish rotation of sales activity to acquire and grow business relationships; analyze and manipulate data from multiple resources; manage pending opportunities and formal applications; conduct training on products, sales concepts, and underwriting; provide weekly updates to sales management; input on products and services to serve partner needs.
Seniority
Mid-level (1-3 years internal experience)