Regional Wholesaler - Life (Network Marketing)
Core
Regional Wholesaler for Life Insurance covering California, 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, training delivery, data analysis, business planning
Preferred skills
CLU, ChFC, FLMI, CFP, ASPPA, CLTC designations
Technologies
Salesforce CRM, illustration software, Microsoft Office
Responsibilities
Manage key distribution partner relationships across assigned geographic territory; Provide support and expertise to partners via meetings and webinars; Utilize consultative approach to identify customer needs and recommend products; Assess key partners to understand business needs; Advocate for partners regarding marketing strategy and product questions; Establish sales activity rotation to acquire and grow business relationships; Analyze data and use tools for multiple touch-point processes; Conduct training on products, sales concepts, and procedures; Provide weekly updates to sales management; Document territory activities.
Seniority
Mid-level, hands-on IC