Sr Analyst, Regional Internal Consultant (Remote)

Nationwide Financial's Internal Sales & Service (ISS) team works with Financial Professionals to provide the right Nationwide products to people who need and want them. 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. The role combines consultative sales expertise, financial services knowledge, and relationship management. Regional Internal Consultants also serve as mentors for newer associates, contribute to strategic projects, and represent Internal Sales & Service in key meetings and advisory councils. Overtime eligibility: not eligible (exempt). Working conditions: normal office environment. Compensation is based on a geographic-specific salary structure; sales incentives based on performance goals may be possible in addition to the range.

Responsibilities

Proactively initiate daily contacts to targeted business partners to build relationships and identify needs; Build and grow strategic business partnerships to meet territory management performance requirements; Act as a consultative link between business partners and Nationwide Financial; Profile business partners and determine viability relative to customer needs, business needs and products; Respond to requests from business partners and external sales regarding support materials such as illustrations, proposals and product/rider information; Provide financial expertise, recommendations and practice management advice, including case design, business consultations, product updates, training, product rollouts and point of sale consulting; Execute proactive contacts in support of campaigns; Partner with the external sales force to grow business partners' business; Engage business partners to retain their business and address asset flight; Develop effective business plans to achieve scorecard requirements; Represent Internal Sales & Service in meetings, advisory boards and partnership initiatives; Consult with other functions across Nationwide on competitive products and services; Travel and temporarily cover open external wholesaler territory; Serve as a role model, train new Regional Internal associates, and lead team meetings in the absence of the manager; Perform other responsibilities as assigned

Requirements

FINRA SIE and Series 6 required at time of application; Series 63 required within 120 days; Undergraduate degree in Human Ecology, Business, Finance, Communications, Marketing or related field; Minimum of five years of experience in a sales driven position; Demonstrated ability to meet or exceed sales goals; Advanced knowledge of the financial services industry and financial planning concepts; Strong customer focus; Results oriented, with independent judgment and decision-making; Ability to develop relationships internally and externally; Consultative selling/advising skills; Ability to balance multiple priorities; Excellent communication skills, including listening, rapport building, writing and presentation abilities; Ability to effectively manage time; Receptive to coaching

Nice to have

Experience in a sales or service call center environment; Financial services background; Advanced knowledge of insurance and financial products; Advanced knowledge of consultative sales processes; Ability to mentor and coach newer associates; Informal leadership skills

Benefits

Medical/dental/vision; Life insurance; Short and long term disability coverage; Paid time off (minimum of 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