Regional Wholesaler (RVP) - Life Brokerage
Core
Market life insurance products and solutions through brokerage general agencies, producer groups, and financial professionals across a multi-state territory.
Role type
Regional Wholesaler (RVP)
Builds
Nationwide's life insurance products and services
Domain
Insurance / Financial Services
Required skills
consultative sales, relationship management, financial product analysis, training delivery, data analysis, business planning, state licensing compliance
Preferred skills
CLU, ChFC, FLMI, CFP, ASPPA, CLTC designations, FINRA Series 6/7/63 licenses
Technologies
Salesforce CRM, illustration software, Microsoft Office (Word, PowerPoint, Excel), Lotus Notes
Responsibilities
Manage key distribution partner relationships across assigned geographic territory; Provide support and expertise to partners via face-to-face meetings, webinars, and virtual sessions; Utilize a consultative approach to help partners identify customer needs and recommend products; Assess key partners to understand business needs and expectations; Advocate for partners regarding marketing strategy and product questions; Employ a business-plan approach to establish sales activity rotation and achieve territory production goals; Analyze and manipulate data from various resources for a focused, multiple touch-point process; Actively manage pending opportunities, trials, and formal applications; Conduct training on product, sales concepts, illustration software, underwriting, and practice management; Provide weekly updates to sales management on activity; Provide input on products and services to serve distribution partner and customer needs; Complete and document territory activities to meet company objectives.