Specialist, Regional Internal Consultant (Remote)

As a Regional Internal Consultant, you will serve as a trusted advisor and strategic partner to financial professionals, broker-dealers, and internal sales teams, helping drive growth, retention, and client success across an assigned territory. This role combines consultative sales expertise, financial services knowledge, and relationship management to identify business opportunities, deliver tailored solutions, and position Nationwide Financial (Care Matters) products and services to meet evolving client needs. Our Internal Sales & Service (ISS) team works with Financial Professionals to provide the right Nationwide products to people who need and want them. As a Specialist, you'll build, grow and retain strategic relationships with financial professionals, administrators and/or plan sponsors and participants (clients) through advising and consulting, in support of business unit sales goals.

Responsibilities

Initiates daily contacts to targeted business partners to build relationships, discover needs and consult and advise based on clients' needs; Develops and grows strategic business partnerships to meet territory management performance requirements; Acts as a consultative link between business partners and Nationwide Financial; Evaluates viability of business partners with respect to customer needs, business needs and products; Responds to requests from business partners and external sales within assigned territory, providing illustrations, proposals and product/rider information; Consults with business partners to address concerns about not using a NF product; Proactively provides financial expertise, recommendations and practice management advice; Executes proactive contacts to support campaigns highlighting product features and benefits; Partners with external sales force to grow business partners' business; Engages business partners to retain business and advises alternative retention solutions; Represents Internal Sales and Service in meetings, advisory boards, relationship strategy partnerships and committees; Consults with functions such as Marketing, Business Performance Excellence and Product Development; Travels and covers open external wholesaler territory on a temporary basis; Serves as a role model and helps train newer regional internal associates; Assists with team meetings; May perform other responsibilities as assigned

Requirements

FINRA SIE required at time of application; FINRA Series 6 required at time of application; Series 63 license required within 120 days; Undergraduate degree in human ecology, business, finance, communications, marketing or related field; Three years of experience in a sales-driven position; Drive for results; Independent judgment and decision-making; Ability for relationship building (internal and external); Consultative selling/advising skills; Ability and willingness to follow processes; Good time management/organization skills; Strong customer focus orientation; Ability to balance multiple priorities; Excellent communication skills including professional presence, listening, rapport building, writing skills and presentation abilities; Receptive to coaching

Nice to have

Experience in a sales or service call center environment; Financial services background; In-depth knowledge of insurance and financial products; In-depth knowledge of the associated consultative sales processes and industry knowledge; Experience serving as a role model or mentor for lesser experienced associates

Benefits

Medical/dental/vision; Life insurance; Short and long term disability coverage; Paid time off (minimum 18 days for newly hired associates, 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