Regional Wholesaler - Life (Network Marketing)
Core
Regional Wholesaler for Life Insurance covering the Mid-Atlantic territory, managing relationships with distribution partners to sell Nationwide's life insurance products.
Role type
Regional Wholesaler (Life Insurance)
Builds
Nationwide's life insurance products and solutions
Domain
Insurance / Financial Services
Required skills
consultative sales, relationship management, financial product analysis, data analysis, training delivery, business planning, territory management
Preferred skills
CLU, ChFC, FLMI, CFP, ASPPA, CLTC designations
Technologies
Salesforce CRM, Microsoft Office (Word, PowerPoint, Excel), illustration software, underwriting tools
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' needs and recommend marketing strategy solutions; 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 licensing; 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.