Regional Wholesaler - Life (Network Marketing)
Core
Regional Wholesaler for Life Insurance products serving brokerage general agencies, producer groups, and financial professionals in the Southeast US.
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, training delivery, data analysis, business planning, presentation skills, time management
Preferred skills
CLU, ChFC, FLMI, CFP, ASPPA, CLTC designations
Technologies
Salesforce CRM, Microsoft Office (Word, PowerPoint, Excel), illustration software
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 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; Establish sales activity rotation to acquire, grow, and sustain business relationships; Analyze and manipulate data from multiple resources for focused touch-point processes; Manage pending opportunities, trials, and formal applications; Conduct training on products, sales concepts, underwriting, and practice management; Provide weekly updates to sales management; Input on products and services to serve partner and customer needs; Document territory activities to meet company objectives.